Table of Contents
- Quick Setup Guide
- Account Onboarding
- Profile & Security Setup
- Accessing Applications
- Interface Customization
- Security & Session Management
Welcome to Passless! This guide will walk you through setting up your account, securing it with a passkey, and navigating your dashboard.
How can I set up my secure Passless profile in five minutes or less?
To get up and running with Passless quickly, follow these essential steps:
- Open your Passless email invitation and click Accept Invitation.
- Enter your full name and click Get Started.
- Follow the prompts to create a Passkey (Touch ID, Face ID, PIN, or another device).
- Create a Backup Password for emergency access.
- Set up MFA by scanning the provided QR code with an authenticator app.
- Access your assigned apps directly from your Personal Dashboard.
How do I get started with my Passless account?
Your journey starts with an email from your organization. Open the "You've been invited to join your organization" email and click the Accept Invitation button. On the following welcome screen, click Get Started to begin your profile and security setup.
How do I set up my Passless profile and security?
After clicking Get Started, you'll enter your full name (your email is already pre-filled). To secure your account, the system will walk you through three key steps:
- Create a Passkey: Use your device’s biometrics (fingerprint or face), a security PIN, or another device (phone, tablet, or security key). This is your primary way to log in.
- Set a Backup Password: Create a strong password to use as an emergency fallback.
- Configure MFA: Scan the QR code with an authenticator app (like Google Authenticator or Authy). If you cannot scan the code, you can select the option to enter it manually.
How do I access my assigned applications in Passless?
Once your setup is finished, you’ll land on your Personal Dashboard. This is your home base. Under the My Apps section, you'll see all the tools your admin has assigned to you (e.g., Slack, Google Workspace, or Zoom). Because Passless uses Single Sign-On (SSO), clicking an app icon will log you in automatically.
How can I customize my Passless dashboard interface?
You can easily personalize your workspace appearance for optimal visibility by clicking the theme icon located in the top header. From the dropdown menu, you can choose between Light, Dark, or System appearance. Selecting "System" ensures the platform automatically follows your device's preferred interface setting.
How do I manage my Passless security and active sessions?
Click your name in the top right corner and go to Profile to access your settings. Here you can:
- Update Personal Info: Modify your name, email address, and phone number, or set your local timezone for accurate activity logging.
- Strengthen Security: Manage your protection layers by updating your backup password, adding authenticator apps like Google Authenticator, and registering new biometric passkeys.
- Monitor Active Sessions: Review all devices currently logged into your account and remotely terminate any sessions you do not recognize to maintain security.
- Control Your Data: Access the account management section to export a copy of your personal data or permanently delete your account and all associated organization access.