Account Setup Guide
Use this walkthrough to prepare registration details and understand what happens after you submit access requests.
Before you begin
- A business email address you monitor daily.
- Your direct phone number for account verification and support follow-up.
- Your legal company name and the team you report to.
Required fields explained
- Name
- Enter the name your supervisor and finance team should see on submitted reports.
- Email address
- Used for account notices, status updates, and password reset links.
- Phone number
- Used when administrators need quick identity confirmation.
- Company information
- Helps administrators map your account to the correct policies and approval chain.
- Password
- Choose a unique password with strong complexity to protect reimbursement data.
- Human verification
- Blocks automated account creation and keeps the portal secure.
What happens next
After submitting registration, you will see an on-screen confirmation and receive a message with the details you entered. An administrator then reviews your request, assigns permissions, and sends follow-up instructions once access is approved.