CIOPulse Knowledge Base

1.4 Log in to the Portal for the first time

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Access the administration portal

The portal can be accessed at

https://app.cio-pulse.com/portal

Log in to the client administration portal

Once you have registered to be an administrator, and you have been notified by the CIOPulse team that they have completed the setup, you can log in to the administration portal with the email address you registered with.

If you've forgotten your password, select 'Reset Forgotten Password' and instructions will be emailed to you.

Log in to the client administration portal

Familiarise yourself with the portal

Once you are have successfully logged in, you will see the main menu. This is where you can:

  1. Update your contact details (e.g. your mobile phone number, email address or password).
  2. Open the Customer Manual in a new browser tab.
  3. Get a quick animated tour of this page.
  4. Manage your organisation's preferences, e.g. set the time of day that SMS alerts are sent to Support Leads.
  5. Maintain the list of Support Groups (teams & departments), Support Leads (contacts) and Customer Segments.
  6. Setup Relationship Surveys (for project surveys or period relationship surveys).
  7. View the URLs you need to access the reports and information that CIOPulse provides.
  8. Fix surveys that have been submitted with invalid parameter values (e.g. an incorrect Support Group Code).
  9. Manage Supporting Administrators (if you are the Master Administrator and one or more Supporting Administrators have registered).
Familiarise yourself with the portal
Previous Article 1.3 Register yourself as an administrator
Next Article 2.1 A brief introduction to CIOPulse