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First Login

After completing account setup and onboarding, you're ready to log in to CoCloud. This guide covers the login process and what to expect on your first login.

Login Methods​

CoCloud offers two login methods:

HTML Login​

Features:

  • Browser-based access
  • No installation required
  • Works on any device (Windows, Mac, Mobile, Tablet)
  • Universal printer support
  • Quick access

Best For:

  • Quick access from any device
  • Mobile or tablet users
  • Mac users
  • Users who prefer browser-based access

Remote Login​

Features:

  • Enhanced performance
  • Copy-paste functionality
  • TS Printer support
  • Digital signature support
  • Export to local machine

Best For:

  • Windows users
  • Users needing advanced features
  • Better performance requirements
  • Local file operations

Login Process​

Step 1: Access Login Page​

  1. Navigate to the CoCloud Customer Portal
  2. Click Login or go directly to the login page
  3. Enter your credentials

Step 2: Enter Credentials​

Email Address

  • Enter the email address used during registration
  • This is your username

Password

  • Enter your account password
  • Ensure Caps Lock is off
  • Check for any typing errors

Step 3: Select Login Method​

Choose your preferred login method:

  • HTML Login: Click "HTML Login" button
  • Remote Login: Click "Remote Login" button (requires setup file)

Step 4: Access Dashboard​

After successful login:

  • You'll be redirected to the dashboard
  • First-time users may see onboarding prompts
  • Review the welcome message

First Login Checklist​

  • Credentials entered correctly
  • Login method selected
  • Dashboard accessed successfully
  • Profile information reviewed
  • Instance status checked
  • Navigation explored

What to Do After First Login​

1. Review Dashboard​

Familiarize yourself with:

  • Dashboard layout
  • Key metrics and statistics
  • Navigation menu
  • User status

2. Update Profile​

  • Verify your profile information
  • Update contact details if needed
  • Set profile preferences

3. Configure Instance​

  • Review instance settings
  • Configure Tally version if needed
  • Set up basic preferences

4. Set Up Security​

  • Enable two-factor authentication (recommended)
  • Review security settings
  • Configure IP restrictions if needed

5. Configure Backup​

  • Set up Google Drive backup
  • Configure backup schedule
  • Verify backup is working

Password Management​

Changing Password​

  1. Go to Account Details > Security
  2. Click Change Password
  3. Enter current password
  4. Enter new password
  5. Confirm new password
  6. Click Update Password

Password Requirements​

  • Minimum 8 characters
  • At least one uppercase letter
  • At least one lowercase letter
  • At least one number
  • At least one special character

Forgot Password​

If you forgot your password:

  1. Click Forgot Password on login page
  2. Enter your email address
  3. Check email for reset link
  4. Click reset link
  5. Enter new password
  6. Log in with new password

Troubleshooting Login Issues​

Cannot Log In​

Check:

  • Email address is correct
  • Password is correct (check Caps Lock)
  • Account is active
  • Internet connection is stable

Solutions:

  • Try password reset
  • Clear browser cache
  • Try different browser
  • Contact support

Login Page Not Loading​

Solutions:

  • Check internet connection
  • Clear browser cache
  • Try different browser
  • Disable browser extensions
  • Check firewall settings

Account Locked​

If your account is locked:

  • Wait for the lock period to expire
  • Contact support to unlock
  • Review security settings

Security Best Practices​

Login Security​

  • Use strong, unique password
  • Don't share credentials
  • Log out when finished
  • Enable two-factor authentication
  • Monitor login activity

Session Management​

  • Log out properly after use
  • Don't leave sessions open
  • Use secure networks
  • Avoid public computers for login

Next Steps​

Successfully logged in? Proceed to Initial Configuration to set up your instance.

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