Admin Portal Login

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Objective

This SOP outlines the steps to access the admin portal, including logging in and recovering credentials if necessary.

Key Steps

Step 1: Access the Admin Portal 0:00

• Locate the menu in the upper left-hand corner of the screen.

• Click on 'Admin Portal'.

• Ensure you have your associated email address ready for login.

Step 2: Log In to the Portal 0:30

• Enter your email address and associated pin code.

• Click on 'Login to Portal'.

• If you enter incorrect credentials, you will be redirected to an error page.

Step 3: Retry Login if Necessary 0:59

• If redirected, re-enter the correct email and pin code.

• Ensure that both are entered correctly to avoid further errors.

Step 4: Recover Credentials if Forgotten 1:19

• If you cannot remember your login credentials, click on 'Forgot Login'.

• A notification will be sent to your Lead Connector app with your login information.

Step 5: Check Notification for Credentials 2:28

• Open your Lead Connector app.

• Look for the notification that contains your login credentials.

Cautionary Notes

• Double-check your email and pin code for accuracy before attempting to log in.

• If you receive multiple error messages, ensure that your account is not locked due to too many failed attempts.

Tips for Efficiency

• Keep your login credentials stored securely in a password manager for easy access.

• Regularly update your credentials to maintain security.