Onboarding
Everything you need to start using the ReFocus AI platform
Start Here
- System Requirements for Using ReFocus AI
- Onboarding with ReFocus AI: An Overview
- How to add a new user to your ReFocus AI account
- How to Complete Steps 4 and 5 of Onboarding
- How to access your files during the ReFocus AI Onboarding
- Change your email address
- How to use One-Time Passwords
- How to log out of the web portal
Set up Carrier Access & MFA Forwarding
- How to add Carriers for Automated Remarketing
- How to Set Up MFA Email Forwarding for IT Administrators in Microsoft Outlook
- How to Set Up MFA Email Forwarding for IT Administrators in Google Workspace
- How to Organize MFA Emails in a Dedicated Folder
- Troubleshooting: Email MFA forwarding is not working
- Troubleshooting: Carrier invite email didn’t reach ReFocus after creating dedicated credentials
- Example: Setting Up Safeco as a Dedicated Credential in ReFocus
- FAQ: What Do Carrier Statuses Mean?