Account Setup
Learn how to set up and configure your Custojo account for optimal use
Account Setup
Setting up your Custojo account properly is essential for getting the most out of the platform. This guide will walk you through the initial setup process and help you configure your account for optimal use.
Get Started with Custojo
A properly configured account ensures you can take full advantage of Custojo's features. This guide covers everything from initial registration to workspace setup and user management.
Creating Your Account
Registration Process
Follow these steps to create your Custojo account:
Open the Registration Page
Visit the registration page or click the "Sign Up" button on the Custojo homepage.
Fill in Your Details
- • Name: Enter your full name
- • Workspace Name: Choose a name for your organization's workspace
- • Email: Provide a valid email address that you have access to
- • Password: Create a strong password (minimum 8 characters with letters, numbers, and symbols)
- • Confirm Password: Re-enter your password to confirm
Complete the Registration
Click the "Register" button to submit your information.
Verify Your Email
Check your inbox for a verification email from Custojo. Click the verification link to activate your account.
Login to Your New Account
Once verified, return to the login page and enter your email and password.
Security Tip: Use a unique password for your Custojo account that you don't use for other services. Consider using a password manager to generate and store strong passwords.
Initial Workspace Setup
Configuring Your Workspace
After logging in for the first time, you'll need to set up your workspace:
If you're creating a new workspace for your organization:
Complete Workspace Details
- • Company Name: Enter your organization's name
- • Industry: Select your industry from the dropdown
- • Company Size: Choose the appropriate size range
- • Company Address: Enter your business address
- • Phone Number: Provide a contact number
- • Website: Add your company website (optional)
Upload Company Logo
Click the logo upload area to add your company logo. Recommended size is 200x200 pixels.
Set Business Hours
Define your standard business hours and time zone. This helps with scheduling and reporting.
Configure Currency Settings
Select your primary currency and format preferences for financial transactions.
Save Workspace Settings
Click "Save" or "Complete Setup" to finalize your workspace configuration.
Setting Up Your Profile
Personal Information
Complete your user profile with essential information:
- 1
Navigate to your profile settings by clicking your name in the top-right corner and selecting "Profile"
- 2
Complete the following fields:
- • Full Name: Your display name in the system
- • Email Address: Your primary contact email
- • Phone Number: Your contact phone (optional)
- • Job Title: Your position or role
- • Department: Your team or department (optional)
- • Time Zone: Your local time zone for accurate scheduling
- • Date Format: Your preferred date display format
- • Time Format: 12-hour or 24-hour time display
- 3
Click "Save Changes" to update your profile
Profile Picture
Add a professional profile picture to help colleagues identify you:
- 1
Go to your profile settings
- 2
Click on the profile picture area (usually shows a placeholder or initials)
- 3
Choose one of the following options:
- • Upload Photo: Select an image file from your device
- • Take Photo: Use your webcam to take a new photo
- 4
Crop and adjust the image as needed
- 5
Click "Save" to update your profile picture
Tip: Use a clear, professional headshot with good lighting. A professional profile picture helps build trust with colleagues and clients.
Notification Preferences
Setting Up Notifications
Configure how and when you receive notifications from Custojo:
Access Notification Settings
Go to your profile settings and select the "Notifications" tab.
Configure Email Notifications
Choose which events trigger email notifications:
- • Task Assignments: When you're assigned a new task
- • Task Updates: When tasks you're involved with are updated
- • Project Updates: Changes to projects you're part of
- • Comments: When someone comments on your work
- • Mentions: When someone mentions you in a comment
- • Due Date Reminders: Reminders about upcoming deadlines
Configure In-App Notifications
Set preferences for notifications within the Custojo application.
Set Notification Frequency
Choose how often you receive notification digests:
- • Immediately: Receive notifications as events occur
- • Daily Digest: Receive a daily summary of all notifications
- • Weekly Digest: Receive a weekly summary of all notifications
Save Notification Preferences
Click "Save Changes" to apply your notification settings.
Productivity Tip: To avoid notification fatigue, consider setting up daily digests for less critical updates while keeping immediate notifications for high-priority items.
Setting Up Two-Factor Authentication
Enhancing Account Security
Two-factor authentication (2FA) adds an extra layer of security to your account by requiring a second verification step when logging in.
Access Security Settings
Go to your profile settings and select the "Security" tab.
Enable Two-Factor Authentication
Find the Two-Factor Authentication section and click "Enable" or "Set Up".
Choose Authentication Method
Select your preferred 2FA method:
- • Authenticator App: Use an app like Google Authenticator or Authy
- • SMS Verification: Receive codes via text message
- • Email Verification: Receive codes via email
Complete Setup
Follow the on-screen instructions to complete the setup:
- • For authenticator apps: Scan the QR code with your app
- • For SMS: Verify your phone number
- • For email: Confirm your email address
Verify and Activate
Enter the verification code provided by your chosen method to activate 2FA.
Save Recovery Codes
Store the provided recovery codes in a safe place. These will help you regain access to your account if you lose access to your 2FA device.
Important Security Note
Keep your recovery codes in a secure location separate from your authentication device. Without these codes, you may be permanently locked out of your account if you lose access to your authentication method.