How to Set Up Account as an Invited User
Introduction
Welcome to Duplo! As an invited user, completing your account setup is quick and easy. This guide will walk you through the process of finalizing your Duplo account, ensuring you can collaborate seamlessly with your team. By following these simple steps, you'll be ready to streamline your workflow and securely access the features relevant to your role.
Let’s dive in!
Preconditions
- Your company's admin or a user with access to the team member tab should have sent you an invitation. Click here to learn how to invite a user.
- The invitation will be sent to the email address you'll use for onboarding.
To begin
- Log into your mail service provider
- You should receive an email as shown below:
- Click on Join Duplo, it will redirect you to a page as shown below:
- Fill in the required information like your first name, last name, phone number, your password, and click continue to complete the process.
Congratulations! You've completed the onboarding process as an invited user. You can now sign in to your Duplo account.
Frequently Asked Questions
- Why can't I find the email?
- Two possible reasons:
- Your admin hasn't sent the invite yet. Please confirm with your admin that they've sent it.
- The invite email might be in your spam folder.
- What if I've followed the process but still can't complete it?
- We apologize for any inconvenience. Please reach out to us at support@tryduplo.com with an explanation and screenshot of the issue you're experiencing
Related Articles
How to Add Team Members on Spend
Introduction Adding team members is a crucial step in managing your business operations effectively on Duplo. This guide will walk you through the process of adding team members to your Duplo account, helping you streamline your workflow and maintain ...How to Set up an extra layer of security
Introduction Protecting sensitive information requires more than just a strong password. Implementing additional security measures ensures your account remains secure, even if your password is compromised. This guide outlines the steps to enable ...Understanding Default Roles in Duplo Spend: A User Guide
Introduction Default roles in Duplo’s Spend Management product are predefined sets of permissions that simplify user access management within the platform. These roles make it easy to assign appropriate privileges, ensuring consistent access control ...How to Set up Two-factor Authentication
Introduction Two-factor authentication (2FA) adds an extra layer of security to your Duplo account, ensuring that only authorized users can access sensitive business information. This guide will show you how to enable and set up 2FA, providing ...How to Set up Direct Debit
Introduction Setting up direct debit makes it easy to collect recurring payments directly from your customers’ bank accounts. This guide will walk you through how to set up direct debit on your merchant dashboard. Direct debit enables direct payment ...