Logging in (New Users)

Welcome to the WillowTwin™ platform. 

Depending on the configuration of your platform, users will be able to login using either Single Sign On (SSO), or Local Account Login, which uses a traditional username (email) and password. 

When a new user account has been created that person will receive an email with the steps to complete the setup of their account. The steps for logging in and completing account setup are described in the sections below. 

 

Email_1.PNG

Single Sign On (SSO)

  1. From the received email, click the login page link to access the login screen
  2. Enter your email address
  3. Click  Continue 

Login_page_1.PNG

If SSO has been configured, you will be prompted to select the account to use for logging in, once selected you will be logged into the platform.

Local Account Login

Local account login requires users to complete their account setup by creating a password to log into the platform. To complete this action:

  1. From the received email, click the login page link to access the login screen 
  2. Enter your email address
  3. Click  Continue 
    1. This step is used to verify if your platform has SSO configured, when SSO has not been configured, users will be taken to a verification page to complete their account setup
  4. Click the sign up now link  Local_Account_Login_Sign_Up_Now-_NEW_04252022.png
  5. In the window that opens, enter your email address, then click Send Verification Code
  6. Once received, enter the verification, then click Verify Code
    1. If the code was not received, click the Send New Code button  
  7. Once the code has been verified, enter a password to be used for logging in
  8. Re-enter the password in the second password field
  9. Click Create to complete the account setup

 Login_2.PNG

Upon subsequent attempts to log in, users will be prompted to enter their email address, as described in steps 1-3, then users will be brought to the login screen where they can enter their email address and password to log into the platform.

 

Troubleshooting Login Issues

In some cases users may see a message indicating they do not have sufficient privileges to view this page.

Error_1.PNG

This usually occurs when there is a difference between their current region and that of the portfolio's region. To correct this:

  1. Confirm with your Administrator the correct region
  2. Click the region drop-down and select the appropriate region from the list
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