Introduction

FTE Tree offers numerous ways to create an account and sign in. You may create a login and password specific to FTE Tree, or use one of our available social sign-in methods. This article covers creating your account, managing your profile, and customizing your preferences.

Important Note

If your organization is an existing customer of FTE Tree, please consult with them for specific sign-in instructions, particularly if your organization uses a single sign-on (SSO) technology. There may be a specific URL you need to use to log into FTE Tree or other requirements before you will be able to join their organization's account.

Creating a New User Account

New user accounts may be created by following the Sign-Up link at the top of our FTE Tree home page. You have several options for creating an account. Once your account is created, you have the ability to add or disconnect additional login methods at any time.

Upon first creating your account, you will be asked to verify your email address before accessing any of the areas within FTE Tree that require you to be logged in. This provides both you and FTE Tree an additional layer of security to validate your identity.

FTE Tree Account

This option allows you to create a login and password specific to FTE Tree. You will be asked for your email address and a password. For security purposes, we check that your password meets a set of minimum requirements. Your password is stored in a hashed and encrypted format and is never visible in clear form to anyone, including FTE Tree.

Note: Although FTE Tree uses strong encryption and other industry best practices to store your password, it is critical that you use a unique strong password when creating your account. If you use a common password across multiple sites and that password becomes compromised outside of our applications, your account with us can still be at risk. We strongly recommend using unique strong passwords for every account you have online.

Microsoft 365 or Other Microsoft Account

You may choose to sign in with your Microsoft 365 or other Microsoft-hosted account. You'll be asked to share only your email address and name with FTE Tree. We do not request any permissions beyond what is required to use your Microsoft account to verify your credentials and log into FTE Tree. Microsoft creates a secure token that provides us with your name and email address. We use that token to authenticate you with FTE Tree.

Google or G Suite Logon

You may choose to log in using your Google or G Suite account. We will ask your permission for your basic information, such as your email address and name, from your Google account.

When using our Microsoft or Google sign-in options, we only use these services to authenticate your login. We do not ask for any permissions beyond your basic profile information required to create your FTE Tree account. You may change your method of logging in at a later date by disconnecting your other accounts and creating a FTE Tree account, or switch to any of the other sign-on methods under your user profile.

If you are using an email account provided by your employer, you may need permission from your IT department to allow FTE Tree to verify your identity against your email account.

Managing Your Profile

After creating an account, you can edit your user profile by clicking the User Profile link in the left-side navigation bar under settings, or by clicking your name in the top right of the application.

Name

You can change your first and last name here, which will be displayed throughout the application. If you signed up with a social login, your name may be pre-populated. If you created a local FTE Tree account, you may need to add your name manually. If no name is provided, your system-generated username will be displayed.

Change Password

You can change your local FTE Tree password here. Enter the new password twice to ensure accuracy and avoid being locked out.

Connected Accounts (Microsoft or Google)

Add or disconnect third-party or social accounts for signing into FTE Tree. If you disconnect a third-party account and do not have a local FTE Tree account, you will need to create one with a password.

Email Addresses

Update your email address here. If you signed up using a social account, the email address will be shown here. You can also add additional email addresses. Be aware that your organization may restrict email addresses to ensure compliance with their account policies. If needed, update your email address to maintain access and receive notifications.

Active and Recent Sign-Ins

View your active and recent sign-in history here. Click 'Logout All Other Sessions' to log out from all other devices. If you notice suspicious logins, please contact us.

Permissions

This section summarizes your permissions within FTE Tree. It shows the entities, service lines, and departments you can access and the permission groups you belong to. If you need additional permissions, please contact your organization's administrator.

Organization Invitations

When an organization's administrator invites you to join their account, you will receive an email notification. Accept the invitation here to gain access to that organization.

Preferences

Customize various settings to personalize your experience with FTE Tree:

  • Default Organization: Select the default organization to determine which labels are used on your dashboard. This helps in choosing which organization's labels are displayed if you are a member of multiple organizations with different labels.

  • Time Zone: Choose your time zone to ensure dates and times are displayed correctly in FTE Tree. We do not attempt to guess your time zone but ask you to select it explicitly. When your account is first created, it defaults to the organization's time zone, which you can change at any time.

  • Theme: Choose between a light or dark theme to suit your preference. The selected theme is applied across the entire application.

  • Table Rows Per Page: Customize how many rows are displayed per page in tables throughout the application. You can set this value between 1 and 250 rows, with a default of 25.

  • Notification Emails: Opt out of specific notification emails, such as position approvals or cancellations. Emails not specified here are always sent and usually include important notifications about your account. Your organization may also provide granular control over which types of email notifications you receive.

Need Help?

Please don't hesitate to contact us if you have any additional questions or need any assistance with your account.