Onboarding

Congratulations on becoming a Scorecard subscriber! Before you begin, you’ll need access to the system.

1. You will receive an email for Scorecard Onboarding, see below. This email will 
   include a link to the Scorecard User Guide
   
   
   
   
2. You’ll also receive a second email, an invitation like the one below. You will need to complete the steps in this invitation email first before you can access Scorecard.  When you open the invitation email click on the Accept Invitation link in the email. 
   
   
   
   
3. Make sure to follow all the prompts to correctly accept the invite.  If you already have a Microsoft account you will need to enter your password and set up Multi-Factor Authentication (MFA). When you are all set up you should see the below message.
   
   
   
   
4. If you receive the below prompt click "No thanks", this is an added Microsoft feature that FinPro does not require. 
   
   
   
   
   
5. For the next prompt you have to click Accept. If you click on Cancel it will not complete the 
   invite process. 
   
   
   
   
6. Once you are at the below screen you can close out of the window.  You have now completed the invite process.