When you first log in to SpringServe, set up your profile. Click on the user icon in the upper right hand corner of the page and select Edit Profile from the menu.
Set your email, password, name, and avatar. Avatars display as squares, and we recommend uploading a 240x240 file.
Two Factor Authentication (2FA) allows you two layers of security in your SpringServe account: password and 2FA code on your mobile device. When enabling 2FA, you will need to install a 2FA app on your mobile device, such as Google Authenticator or Authy.
Enable 2FA by toggling to Yes. Upon enabling, a QR code will appear. Open your 2FA app and scan this code. Your 2FA app will now provide you with a 6-digit one time password which refreshes periodically. To finish setting up 2FA, enter the code and apply changes in SpringServe.
When logging in, you will be prompted to enter your password and your 2FA code. Open your 2FA app and enter the code for your SpringServe account, ensuring you have a few seconds before the code refreshes. Note that you also have the option to remember your device for 30 days. Checking this box will allow SpringServe to remember your user for 30 days or until you clear your cookies.
Select the time zone for your user account. Dashboards and quickstats will be displayed in your selected time zone.
Update your default report template. This is the report that will be ready to run when you go to the create reports page. Select from a number of SpringServe-generated templates such as the Supply, Demand, Pod, Programmatic Connect, and Bid Density Reports, which run for today in your time zone with the relevant dimensions and important metrics. You can also create custom templates on the templates tab of the saved reports page.
Billing users have access to the billing page. Here, you can see invoices, statements, and month to date estimates. For more details, see the Billing.
Link to this wiki.
Sign out of your SpringServe account.