Self-Guided Tech Setup for Unlicensed Team Members
Step #1
Adding the Google
Chrome Profile &
Pairing the Okta Verify app
Compass’s tools are designed and built for use with Google Chrome, so we recommend that you use Chrome for your onboarding and with the Compass tools moving forward. Please click on this link if you still need to download Google Chrome.
At Compass, we use Okta Verify to keep you and your data secure via two-factor authentication security. Okta Verify pairs with your mobile device to verify that activity in your account was initiated by you. The Okta Verify app is essential for setting up and accessing your account.
Download the The Okta Verify app can be from the App Store (Apple) or the Google Play Store (Android). You can also scan the QR codes on the top-right using your phone’s camera. Complete the steps in the video to the right once the Okta Verify App is downloaded on your mobile device and Google Chrome is downloaded on your computer.
iPhone Users: Scan the QR Code above
Android Users: Scan the QR Code above
How to Reset your Okta Password:
Navigate to compass.okta.com and sign in with your temporary password
Click on your name in the top right hand corner of the page
Select “Settings” in the drop-down menu
Scroll down to find the “Security Methods” section and click the “Reset” button to the right of the “Password” option
Okta will ask you, “Are you sure you want to reset your Password enrollment?” - Select “Yes”. You will be prompted on your phone to approve access to the Okta Verify app before you can proceed.
Enter your new password that meets the required criteria and select the blue, “Reset Password” button at the bottom
Please contact Compass Support at support@compass.com or call 833.426.6727 if you encounter any issues or have any questions. You may also refer to this guide HERE in addition to the notes above.
Step #2
Resetting your Okta Password
Your Okta password will be your password for all of your Compass accounts, including your email, calendar, and Compass.com Agent Home. We recommend resetting your password by logging into compass.okta.com with your temporary password provided in the email from our onboarding specialist.
Step #3
Getting started with your Gmail and Google Calendar
Now let’s set up your Compass Gmail account and calendar. Start by going to your Gmail inbox. This can be found by clicking “Google Workspace” in your Okta Verify extension, or by using the bookmark we saved above.
In your Gmail inbox let’s set up your email signature.
At the top of your email inbox, you should see an option that says “Set a Signature”
Click that option and you’ll be directed to Settings. Scroll down until you see your email signature.
The signature has already been set up for you, but if you’d like to make an additions or if you notice any errors, feel free to update it. If you do make changes, make sure to scroll to the bottom and click “Save Changes.”
This email signature will now be included on all emails sent from your account.