Logging In for the First Time

Once your firm has added you as a user, an invitation email is sent to your registered email address.

Completing first-time login

1. Open the invitation email and click the Login button or link.

2. Your registered email address is populated automatically and cannot be changed at this stage.

3. Create and confirm a password that meets the required password criteria.

4. Click Continue.

5. A one-time password (OTP) is sent to your registered email address.

6. Enter the OTP and click Verify.

7. You are logged in to Zato and taken to the Terms of Use dialog, which must be accepted before continuing.

Troubleshooting first-time login

●       No invitation email: check your spam or junk folder, or ask your firm's Director or Admin to resend the invite from Firm Setup, then Permissions & Users.

●       OTP not received: confirm you have access to the exact inbox the invitation was sent to; OTPs expire after a short window, request a new one if it's timed out.

●       Password rejected: check it meets the required criteria, typically a minimum length plus a mix of character types.