You can use FTE Tree in a web browser on your computer, tablet, or phone. There is no separate app to install. This page explains the browser settings and file handling you need.

Access is tied to your FTE Tree account and organization membership. Each organization has its own web address and may require multi-factor authentication (MFA) or company sign-in. See Organizations and membership and Sign in and protect your account for details.

Browser requirements

Use a current version of Chrome, Firefox, Edge, Safari, or Opera. Keep automatic browser updates enabled where possible. Check the task and device guidance below when choosing how to work.

FTE Tree requires:

  • A working, secure connection to FTE Tree.
  • Cookies enabled so the browser can keep you signed in.
  • JavaScript enabled so forms, search, tables, and other interactive controls can work.
  • Pop-up or new-window permissions when opening the secure billing portal or downloading certain files.

Devices and screen size

FTE Tree works on phones, tablets, laptops, and desktops. Use the device that fits the task:

  • Mobile phone: quick approvals, conversations, notifications, profile changes, and status checks.
  • Tablet: light review, approvals, and use of Home.
  • Desktop or laptop: imports, report exports, report review, setup changes, department review, and large table work.

For long forms, large report exports, and detailed comparison work, a keyboard, pointer, and wider screen reduce errors.

Email and notification requirements

Your organization should allow email from FTE Tree <updates@mail.ftetree.com> so users can receive invitations, sign-in codes, MFA recovery notices, approval assignments and results, billing notices, and service messages.

If users do not receive email, check spam, quarantine, allow-list rules, domain restrictions, and whether the user’s email address is verified and active.

File downloads and uploads

Files to import, blank templates, attachments, reports, and invoices use your browser’s standard file upload and download tools. Some organizations restrict file downloads through browser, device, or network policy. Ask your IT administrator to allow the downloads you need for your work.

Uploaded files should be business-related and should not include unnecessary sensitive information. FTE Tree checks uploaded files for safety before making them available to reviewers.

Network and security settings

Your organization’s network must allow secure access to FTE Tree, any company sign-in pages it uses, and email links sent by FTE Tree. Ask your IT team for help if these pages are blocked.

If your organization requires company sign-in, you must also be able to reach its company sign-in page. Company-provider MFA and FTE Tree MFA are separate. Keep a working FTE Tree passkey or authenticator for required organization access. Protected user-access, email-policy, billing, and organization-security changes require an FTE Tree passkey.

Accessibility and browser preferences

FTE Tree uses standard browser controls where practical. Users can use browser zoom, password managers, saved credentials, and accessibility tools supported by their browser and device.

Use the zoom and accessibility settings you need. If a control becomes difficult to reach, try a wider layout when available and contact Support with the page, browser, and setting affected.

Optional practice: check your device before the walkthrough

For exercises that change records, use a separate practice organization and complete the preparation below.

Practice steps and checks
  1. Sign in using a current browser.
  2. Open a long Help article, a position list, and a form.
  3. Try the zoom level and screen size you normally use.
  4. Check that you can reach filters, date choices, field errors, and the final action.
  5. Try a permitted report download and find it in your browser’s downloads.

On a small screen, scroll a table sideways to see additional columns and select a column heading to change the list order. A wider screen can make a long form or detailed comparison easier to read.

If a control is hidden or a download cannot be opened, tell support the page, browser, device, zoom, and exact problem.