Getting Started As Employer Admin #

Account Setup #

1. Login Credentials #

• After purchasing the platform, you will receive an email with temporary login credentials for your admin account.
• Click on the provided link to access the platform at manage.counterfin.com.

2. Setup Your Profile #

• Log in and navigate to the Account Settings section.
• Change your password.

3. Invite Employees #

There are two ways to invite employees:

A. Add Users Manually #

• Click the Add User button.

• Enter the user’s name, email, and select whether they are an Unpaid User:
  • Checking the Unpaid User box requires the user to enter payment information and subscribe during account creation.
  • Leaving the box unchecked allows the user to bypass the paywall at sign-in.

• Users registered as Unpaid will be charged to the account bank. The number of active accounts used will appear in the top-left corner of the screen.
• If no active accounts are available, contact your sales representative to add accounts before creating more unpaid accounts.

B. Upload a CSV File #

• Upload employee details, including their names, email addresses, and roles.

• Click Register Users to send login invitations to your employees.

Managing User Accounts #

1. Activating a User #

• In the management console, select a user or group of users using the checkbox.
• Click Activate to allow the user(s) to access the platform. Inactive users cannot log in.

2. Deactivating a User #

• In the management console, select a user or group of users using the checkbox.
• Click Deactivate to prevent the user(s) from logging in.

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