Overview

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.

Access needed

Activity Access needed
Manage your own account profile, sign-in methods, sessions, and preferences Available from your account settings
Manage organization workspace access View access roles, Assign user access, Manage access roles, or Manage user sessions as needed
Access setup See Permissions and roles.

Important note

If your organization is an existing FTE Tree customer, ask your administrator for sign-in instructions, especially if your organization uses single sign-on (SSO). There may be a specific sign-in address or other requirements you must follow before you can join that organization.

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.

After you create your account, verify your email address before accessing signed-in areas of FTE Tree. Email verification helps protect your account and confirms that the address belongs to you.

If you are creating a new organization, you will be asked to confirm your first and last name during the organization creation process. This name is displayed throughout FTE Tree and can be updated at any time from your user profile.

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 protected using industry-standard security practices 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 FTE Tree, 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, Gmail, or Google Workspace sign-in

You may choose to log in using a Google, Gmail, or Google Workspace account. FTE Tree asks for basic profile 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, open the top-right account menu and select Profile. Use the profile tabs to manage your name, email addresses, sign-in methods, sessions, invitations, preferences, and notification settings.

Name

You can change your first and last name here, which will be displayed throughout FTE Tree. 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, FTE Tree displays your username.

Password settings

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

If you cannot access your account and you already have a local FTE Tree password, use the normal password reset option from the sign-in page. If you also lost access to FTE Tree-managed MFA, an authorized organization security user can request account recovery for you.

Connected sign-in methods

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 sessions

View your active and recent account sign-in history here. Select Sign out everywhere else to sign out from other account sessions. If you notice suspicious logins, contact us.

Organization workspaces use separate access checks. Signing in to your account lets you choose an organization, but each organization must accept your current sign-in method before its data is shown. If another organization requires a different SSO provider, email domain, or MFA state, you may be asked to verify again before accessing that organization.

Signing out of an organization ends your access to that workspace in the current browser. Signing out everywhere ends your account sessions and clears current organization workspace sessions.

Access roles and permissions

This section summarizes your organization access. It shows your access roles, the permissions they grant, and the departments you can access. If you need additional access, contact your organization's administrator.

Access is organization-specific. If you belong to multiple organizations, your roles and permissions in one organization do not grant access in another organization.

Organization invitations

When an organization's administrator invites you to join their account, you will receive an email notification. Sign in and open Profile > invitations to review and accept pending invitations.

To accept an invitation, your account must include a verified email address that matches the invited email address. If the invitation was sent before you created an account, finish creating the account and verifying that email address first, then return to Invitations. The same flow is used for new and existing users.

The invitation may show as scheduled, active, expired, cancelled, accepted, or blocked. Only active invitations can be accepted. Cancelled invitations are no longer available for acceptance. After acceptance, your organization access is based on the access roles assigned by the administrator on the invitation. If the organization requires Single sign-on, MFA, or a specific email domain, those security requirements still apply before you can access the organization.

Invitations are time-limited. If an invitation has expired or was cancelled, ask your organization administrator to send a new invitation.

Preferences

Customize various settings to personalize your experience with FTE Tree:

  • 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 FTE Tree.

  • Notification emails: Opt out of specific notification emails, such as position approvals or cancellations, and choose how comment email is delivered. Comment email can be off, delayed until you miss a comment notification, included in a digest, or sent immediately. Your organization controls the missed-activity delay and digest schedule; your profile controls which comment email mode you use. Emails not specified here are always sent and usually include important notifications about your account. Your organization may also provide more detailed control over which types of email notifications you receive. If you opt out of a notification type, the Activity history for actions that would have triggered that notification will show that the email was not sent because of your preference.