Complete first-login checklist

What this guide covers

Use this short sequence to orient yourself, verify critical details, and establish safer account habits on the first day. Work through each step in order, preserve safe reference details, and stop before repeating an action if the original result is still unclear.

Step-by-step

1. Confirm your name, email, phone, time zone, and business details in the profile areas available to your role.
2. Review notification settings and choose a monitored destination for important account or transaction notices.
3. Enable additional sign-in protection when the setting is available, and store recovery information securely.
4. Learn where transaction search, payouts, account settings, and help resources appear in your workspace.
5. Sign out, sign in again, and confirm that your saved password manager entry points to the correct domain.

Troubleshooting

• A blank or incomplete page may indicate a browser extension conflict; try a private window before clearing stored data.
• Missing features commonly reflect role permissions rather than a loading failure.
• If profile changes do not persist, record the field name and time of the attempt.

If the result changes after a check, record what changed and the exact time. That detail is often more useful than repeating every step.

Before contacting support

Prepare the smallest set of information needed to explain the issue. Redact passwords, one-time codes, API keys, authorization headers, CVVs, full card numbers, and full bank account details.

• Your account email
• Browser and operating-system version
• The exact page or setting that is unavailable

State the expected outcome, observed outcome, current impact, and whether the issue is ongoing or intermittent.