Who is this article for?

Users logging into Disclose.

System Administrators should provide login credentials.

The article below explains how to access Ideagen Disclose for the first time and as a regular user. It will also explain how to edit user details, the Ideagen Disclose help site, and finally, how to log off. Please see Further Reading for more information on the Ideagen Disclose User Guide.

Tip: Want to know more? See Accessing support for Disclose for more information.

1. Accessing for the first time

When you are initially set up on the system for the first time you will receive an e-mail with the following content:

Welcome to Ideagen Disclose

Please click here to confirm your email address and initialise your password or paste the following link into your browser:

Hi Tina,

Welcome to Ideagen Disclose!

Please click here to confirm your email address and initialise your password or paste the following link into your browser:
https://disclose.ew2.ideagenpentana.com/Account/ConfirmEmail?userId=48ed5558-6d83-49a5-a8bf 19269bef5fbe&code=ceXYKtY0xoUsD05Q%2bZICrZG4nXXz6E%2fVegttwPqxdEXcqBOZvCiM2vYrmyLy89zP3QDdggerm%2fM4IseT92FKpzZAsD%2fwn15hr2eGDfaBSjXRcrTdZdfPlirGGqWyUMMRtbs%2bqnOn42qmIwzNu3LtDA1hO%2bo0aYOymnfpymihrGcVa7Q6qj3yJ43mVbrhjNdBiJ9jdcSegeEqTDfcBa%2fkikbzgGgKECsI5o0nE%2f3VPCg%3d

If you have problems with this link, then please instead go to https://disclose.ew2.ideagenpentana.com/Account/ConfirmEmail and enter the following information:

User ID:
48ed5558-6d83-49a5-a8bf-19269bef5fbe

Code:
ceXYKtY0xoUsD05Q+ZICrZG4nXXz6E/VegttwPqxdEXcqBOZvCiM2vYrmyLy89zP3QDdggerm/M4IseT92FKpzZAsD/wn15hr2eGDfaBSjXRcrTdZdfPlirGGqWyUMMRtbs+qnOn42qmIwzNu3LtDA1hO+o0aYOymnfpymihrGcVa7Q6qj3yJ43mVbrhjNdBiJ9jdcSegeEqTDfcBa/kikbzgGgKECsI5o0nE/3VPCg=

To access Disclose in the future please go to 
https://disclose.ew2.ideagenpentana.com/Account/Login/ideagen.

Full documentation, including a getting started guide can be found at 
https://disclose.ew2.ideagenpentana.com/Home/Help

Thank you for using Ideagen Disclose!

You will need to first reset the password by either clicking on the link, pasting the link to your browser or, if you are having problems with these methods, going to the web address in the e-mail and entering the User ID and Code. Once this has been set, you can access the software via the link at the end of the e-mail.

Important: Make sure to set your password before the link expires, or you will need to request another email.

A password must contain the following:

• Must be at least eight characters
• Contain at least:
  • One digit
  • One lower case character
  • One upper case character
  • One symbol

Note: If you are using single sign on, you will not receive a welcome email. Please refer to Login Page for more information.

2. Login page

• When you click on the link to Disclose, you will be asked for your username and password.
• Your username and password will allow you to login based on the role(s) that have been assigned to you.
• You could be assigned Administrator, User or both.

Initially the only login assigned will be an administrator login and the administrator will need to set up the relevant users and assign them to a checklist bundle up to the limit on your licences.

• If you select Remember Me? this will retain your email but not your password.
• If a password is entered incorrectly three times, the account will be locked out for 15 minutes before you can try again.
• If you forget your password, there is a link on the password screen to select Forgot your password?. If you click on this, you will be asked to confirm your e-mail address and select Email Link and a new e-mail will be sent.

Note: If your company is using single sign on, you will not need to enter your e-mail address and password when you next log in, instead you will click on the single sign on button.

3. Logging in as a user

Your homepage will show the following:

When you select the menu button   you will have access to the following menus:

• Home
• Answer sets
• Offline answer sets
• Clients
• Reporting

4. Help

When you select the menu button   you will have access to the help menu. If you hover over the   you will see the word Help appear.  By selecting this option, you will have access to the Ideagen Disclose knowledgebase.

5. Editing user details

When you select the menu button   and your name and icon from the top of the menu, you will see your user details and be able to edit them by selecting the pencil icon  .

6. Logging off

When you select the menu button   and then the sign out   icon at the bottom left hand side of the menu, this will log you out of Ideagen Disclose.

7. Further reading

• Getting Started with Ideagen Disclose
• Accessing support for Disclose