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Create and manage account

Learn how to create and manage your Codat Portal account

You will manage your customer and their spend insights using the dashboard available on the Codat Portal. Follow the guidelines below to create and manage your account and password with Codat.

Register account

To get started, you will receive an email from [email protected] with an invitation to join your organization's Codat instance. Click the joining link and complete these steps:

  1. Enter the email address in the Email field. This will be your Codat login email.
  2. Create a password and enter it in the Password field.
  3. Enter your full name in the Full name field and complete your registration.

You will be immediately redirected to the Spend Insights dashboard of the Codat Portal. We recommend saving it as a bookmark so you can easily access it later.

Depending on your role, you will be able to perform the following actions in the Portal:

  • Create a customer
  • Send a data sharing request to the customer
  • Download the Spend Analysis file
Didn't receive the registration email?

If you can't find the email, check your Spam or Junk folder for emails from [email protected]. If you are still unable to locate it, get in touch with us.

Manage account

You can change the details and settings of your user profile in the Codat Portal. Click the circle with your initials in the top right corner of the Portal to access the Account settings page.

A screenshot of the dropdown menu that allows to navigate to account settings in the Codat Portal

In the Profile section, you can change the name on the account and confirm if you are involved with the technical implementation of your Codat solution. Click Save changes when you are done.

Change password

To change your password, follow these steps in the Password section of the Account settings page:

  1. Enter your current password in the Current password field.

  2. Enter your new password in the New password and Confirm new password fields.

    Make sure they match. We will also check the strength of your new password.

  3. Click Update password to save your changes.

A screenshot of the Password section of the Account settings page

Unable to edit your details?

The option to edit your name and password may be disabled in the Codat Portal. To change these details, manage the name and password of the method you use to sign in (such as Google or Microsoft).

Reset password

To reset your password, perform these steps on the Codat Portal sign-in screen:

  1. Enter the email you use to log in to Codat and click Continue.
  2. Click Forgot password? on the Enter Your Password screen.
  3. Check the listed email address is correct and click Continue.

You will see a confirmation screen. Next, check the email you provided for detailed password reset instructions.

If you use a different sign-in method, such as Google or Microsoft, you need to reset the password of that method instead.

A screenshot of the Portal sign-in screen with the email and password fields visible. Forgot password link is highlighted.


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