Account
Pages
  1. Manage your account and security
  2. Screen reference
Open the live demo Live demo Get in touch

Guide › Authenticated user

Internal training

User guide · Authenticated user

Manage your account and security

Review the signed-in identity, update permitted account fields and open the multi-factor authentication controls.

Authenticated userStep-by-step instructions

Confirm the signed-in identity

Authenticated user

1Step 1 of 4

The profile page identifies the account currently in use.

  1. Check the account name before changing personal or security information.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You know which account the current session represents.

Account · Account & security01

Review editable account fields

Authenticated user

2Step 2 of 4

The account edit page contains only the fields this user may maintain.

  1. Review the available fields, make only authorised changes and save when appropriate.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

The account form shows the current editable values.

Account · Account & security02

Open security settings

Authenticated user

3Step 3 of 4

The security area groups the multi-factor authentication controls for the account.

  1. Choose the available TFA option if your organisation requires stronger sign-in protection.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You reach security settings for the signed-in account.

Account · Account & security03

Review TFA setup

Authenticated user

4Step 4 of 4

The setup screen explains the authenticator or recovery method currently offered by the site.

  1. Follow the on-screen setup sequence and store recovery information in an approved secure place.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You can complete the site's TFA workflow when authorised to do so.

Account · Account & security04
1 / 5
All guides

Anonymous visitor

  1. 1Choose the right home-cleaning service5 steps · Anonymous visitor
  2. 2Use the public enquiry options3 steps · Anonymous visitor
  3. 3Sign in and recover access2 steps · Anonymous visitor

Authenticated user

  1. 1Manage your account and security4 steps · Authenticated user

Operative

  1. 1Plan the working day3 steps · Operative
  2. 2Deliver a domestic-cleaning visit6 steps · Operative
  3. 3Review hours and notifications3 steps · Operative

Office Administrator

  1. 1Process an enquiry into a customer5 steps · Office Administrator
  2. 2Set up a customer, home and quote5 steps · Office Administrator
  3. 3Plan and assign visits5 steps · Office Administrator
  4. 4Manage operatives and assignments4 steps · Office Administrator
  5. 5Review evidence and approve hours5 steps · Office Administrator
  6. 6Review invoices and match payments5 steps · Office Administrator
  7. 7Use self-bills, reports and Xero records5 steps · Office Administrator

Franchise Owner

  1. 1Review the team and partner organisation3 steps · Franchise Owner
  2. 2Maintain local site content and widgets3 steps · Franchise Owner
  3. 3Use partner reports and integrations4 steps · Franchise Owner

Franchisor

  1. 1Review the franchise network2 steps · Franchisor
  2. 2Review network audit and notifications2 steps · Franchisor

Head Office

  1. 1Review and allocate shared enquiries2 steps · Head Office
  2. 2Maintain organisations and territories4 steps · Head Office
  3. 3Review networks, partner enquiries and the public site4 steps · Head Office
  4. 4Review product governance records5 steps · Head Office

Administrator

  1. 1Use the administrator account safely2 steps · Administrator

Role switcher

  1. 1Review the role-switching permission boundary2 steps · Role switcher
Privacy Terms