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Request a user account (from the Sign In screen)

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The user can request a Serraview user account from the Sign In screen. This can be used when you do not have SSO (single sign-on) set up in your environment.

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Prerequisite

Before the user can request an account, they must be an existing person in the People Directory.

Step 1. Request a user account

  1. Navigate to https://[instance_name].serraview.com. Note: Replace the [instance_name] part of the URL with your company's name or abbreviation provided by Serraview. 

The Serraview Sign In screen displays.

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If you do not see the Request Account link on the screen you will need to configure Request Account link to display.

2. Click the Request Account link.

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3. In the email field, enter your email address.

4.Click the Submit button.

You are returned to the Sign In screen and the message Your account has been created. A confirmation email has been sent, you must check your email and confirm before signing in.

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Step 2. Open confirmation email

  1. Open the confirmation email.

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  1. Click the Click to confirm and create a Serraview Account link. The new password screen displays.

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3. In the New Password field and Confirm your password field, enter in a password.

4. Click the Submit button. The Landing page displays.