Overview

This article will walk Partner Essentials  customers through the account setup  and MFA (multi-factor authentication) process.

Invite

Once you have signed up for Partner Essentials you will receive an email from noreply@solertiaelabs.com titled "Welcome to Partner Essentials" which contains your username and temporary password for https://partneressentials.work.

Note: This temporary password is only valid for 24 hours. If your temporary password has expired please submit a help request.

Once you log in with your temporary password you will be prompted to enter your name as well as a new permanent password for your Partner Essentials account.

Now that you have finished creating your account you will be prompted to select your preferred language. Select it from the drop-down and click "Let's Begin"

Connecting Your Organization

The last step is to connect to your Organization's account. Click the drop-down until you see the name of your organization, then click "connect".

If you're part of an organization with automated donation syncing then you will need your username and password for your account that you're connecting to Partner Essentials (Donor Hub Staff portal is an example).

Note: Partner Essentials DIY customers (individual subscribers) should select "Partner Essentials DIY" as their organization.