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Login, Password Reset & 2FA

How-to guides for understanding how to login, reset passwords, and setup 2FA
  • Getting Started with Perseptiv
  • Theme, Logos & Disclosure Management (Admin)
  • Login, Password Reset & 2FA
  • Managing Security & User Permissions (Admin)
  • AI-Content Studio
  • Managing Companies and Plans
  • Retirement Advisor-Specific CRM Features
  • Fiduciary Scoring
  • Cost Management
  • Plan Features
  • Fiduciary File Management
  • Integrations
  • Support & Troubleshooting
  • more_horiz
    • Getting Started with Perseptiv
    • Theme, Logos & Disclosure Management (Admin)
    • Login, Password Reset & 2FA
    • Managing Security & User Permissions (Admin)
    • AI-Content Studio
    • Managing Companies and Plans
    • Retirement Advisor-Specific CRM Features
    • Fiduciary Scoring
    • Cost Management
    • Plan Features
    • Fiduciary File Management
    • Integrations
    • Support & Troubleshooting
  • Logging into Perseptiv

    To watch the video, click here: https://loom.com/share/79493c0b797f4eb0b14cc4bb8b13b383

    Step-by-Step Instructions

    Step 1: Navigate to the…

  • How to Reset Your Password in Perseptiv

    To watch the video, click here: https://loom.com/share/5b31cfcfa7e5475c863d6e89ba160a36

    Step-by-Step Instructions

     

    Step 1: Go to the…

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