First sign-in
Before using CheckBiz360 for the first time, you have to activate your account through the welcome email the system sends when your organisation's administrator creates your user. This guide explains the complete process from activation to first access to the application.
Step 1: Activate the account from the welcome email
When the administrator registers your user in CheckBiz360, the system automatically sends a welcome email to the address you provided. This email contains an activation link and the initial instructions.
- Open your email client and look for a message with a subject relating to activating CheckBiz360 or EncodeBiz.
- If you cannot find the email in your inbox, check the junk or spam folder.
- Open the email and press the account activation button or link.
- The link will take you to a screen where you will have to set your access password.
Step 2: Set the password
On the password setting screen:
- Enter a password meeting the security requirements shown on screen. Usually a minimum of 8 characters combining letters, numbers and at least one special character is required.
- Type the same password in the confirmation field.
- Press the Save or Confirm button.
- If the password meets the requirements, the system will confirm the activation and tell you that you can sign in.
Step 3: First access from the app
Once the account has been activated:
- Open the CheckBiz360 application on your device.
- Enter the email address associated with your account.
- Enter the password you set in the previous step.
- Press the Sign in button.
Step 4: Selecting an organisation (multiple organisations)
If your user is linked to more than one organisation within CheckBiz360, the application will show you an organisation selection screen right after signing in.
- Review the list of organisations available.
- Tap the organisation you want to work in for this session.
- The application will load the main screen with the data and configuration of the selected organisation.
Your phone as your signature
On signing in, the app creates in your phone's secure chip a key that only unlocks with your fingerprint, your face or the unlock code. You will use it to sign document read receipts and equipment handovers. There is nothing to do: it happens when you sign in.
- If your phone has fingerprint or face set up, those are used.
- If it only has a code, pattern or PIN, that is used.
- If it has no screen lock, no key is created and, when confirming, the app will ask for your account password. Set up a screen lock: it is more convenient and the signature is worth more.
The key never leaves the phone. If you change phones, the app creates another one when you sign in.
Troubleshooting common problems
The welcome email did not arrive
- Wait up to 10 minutes after the administrator's confirmation; mail servers can sometimes be delayed.
- Check the junk or spam folder looking for senders from the
encodebiz.comdomain. - Check that the email address you were registered with in the system is correct by asking your administrator or manager.
- If the email does not appear or the activation link has expired, ask the administrator to send a new activation email from the CheckBiz360 administration panel.
The password does not work when trying to sign in
If you entered the password correctly during activation but the system rejects it when signing in, there may be a synchronisation problem. In that case:
- Press the Forgotten your password? or Recover password option on the sign-in screen.
- Enter your email address.
- Press Send.
- You will receive an email, in your language, with a link to reset the password. Follow the instructions in the email to set a new password.
- Once the process is complete, try signing in again with the new password.
The app asks me to sign in again
For security reasons, the employee session the app uses to clock in expires after 30 days, and so does the validation sent with the welcome email. Normally the app renews it without the employee noticing. If it ever asks you for your email and password again, it is not a fault with the account: sign in again.
I do not remember which email address was used to register me
Check directly with your organisation's administrator or manager. Only the administrator can verify and, if necessary, correct the email address linked to your account.
Role note
This article is aimed at employees signing in to CheckBiz360 for the first time. If you are an administrator and need to know whether someone received their access, resend it or change their email, see App access and email change.