Overview
Your Equus Platform site has been set up with a URL that is unique to your company. Contact your company’s system administrator for this URL. Every user of the application must be defined as a user through the User Maintenance screen. System security has been set up based on your role and you can only access those areas of the site as permitted by this security role. Security may be further restricted by edit versus read-only access, as well as based on advanced security settings based on countries, segments, and special security groups.
Signing In
If your company is not using SSO you will receive two login credential emails from the Equus Platform, one with your username and one with a password. (if using SSO see 'Things to Note')
Username:
Password:
To log in to the Equus Platform:
Visit your site URL
Enter your User ID and Password
Click
On signing in, you will be asked to change your password. You will receive an email when you have successfully completed this:
After the password change, you will be asked for a device authorization via Email Verification. You will receive a code to authorize the device you are using:
Enter the Code,
To remember the device, tick the checkbox
Click
Equus Platform will open
Additional Step (App Verification)
If Multi-Factor Authentication via an App is enabled on your site, you will be asked to configure your device. The following screen will be displayed (note for MEE users, the screen will look like this):
Use your company's authenticator app. (Contact your company’s system administrator if unsure of what application to use)
Scan the QR code or enter the Secret Key into your app
Enter the confirmation code from your app
Click
The next time you sign in, you will then be prompted to enter a new code from your authenticator app to confirm your identity. You may also have the option to remember your device, if this enabled on your site.
Updating MFA Settings
Internal User:
You can to manage your MFA settings by clicking the “Multi-Factor Authentication' Option in the menu under your user name in the top-right corner of the Equus Platform:
The following screens will then be displayed:
MEE User:
On the MEE, these options are accessed from the Profile, below the Change Password option:
The following screens will then be displayed:
Remove Authentication - this will remove your secret key from the system (only available if MFA is optional on your site). You will then receive device authorization codes to reauthorize your device.
Change Authentication - this will generate a new secret key and QR code to replace the existing secret key. Use this if you are changing devices (e.g. got a new phone).
Things to Note
If Single Sign-on (SSO) has been configured for your Equus Platform site, access will be granted automatically via the URL when using your company-provided computer.
If you do not receive credential emails, contact your company’s system administrator for assistance.
If you lose your device, you can ask your system admin to reset your key.