Lesson 2 : Account Set Up & Profile

2.0.3 : Set Secure Password

✓ 8+ characters 
✓ 1+ uppercase letter (A-Z) 
✓ 1+ lowercase letter (a-z) 
✓ 1+ number (0-9) 

2.0.4 : Confirmation

Once your account is created, you can log in using your email and password by clicking "Continue"

2.2.1 : Manage Profile Setting
To manage your Entity Profile or Personal Profile, click the "Settings" dropdown menu in the top-right corner.

2.2.2 Manage Entity Profile ( Management Only )

The Entity Profile can only edit and view by Management Account.

You can edit entity profile and key contact point. 

Basic Information of the company and set up fiscal year period, base year here.

2.2.3 Manage Users  (Management Only )

there are 2 types of users :

• Management

• Operation

Click "Add users" to  create a new account

More details of each user role's access right : Overview of TTGreen

2.2.4 Add New Users

You may click the "Add Users" button to create a new account, within the permitted account limit of entity. 

1. Select the user role first

2. Enter the user's name, job title and email address.

After confirmation, the new user will receive an activation email for account setup.

2.2.5 : Personal Settings

Update your user name, job title, change your password and language under this tab.

2.3.1 Define KPI data collection (for Group level users)

Begin the onboarding process by clicking the "Get Started" button to set up the boundary.

2.3.2 Onboarding Settings

Complete all onboarding settings, including:

1. • Defining the location.

   • Specifying the Fiscal Year and Base Year.

2.3.3 Input Timeframe

Set the input timeframe, which determines whether user input data will be recorded monthly or yearly.

2.3.4 Boundary Framework

Optionally, you can configure the boundary by selecting a framework and industry. If not applicable, simply uncheck all options.