Accessing the Feature
You can access the application through the following methods:
- Direct URL: Invoices feature
-
Via the Dashboard: Safeguard Global Platform
- Navigate to Invoices via the grid icon.
Upon accessing the portal, the login page will appear (Figure – 1)
Login Instructions
- If you are a registered user:
- Enter your email address (point 1 – Figure 1)
- Enter your password and click Log In (point 2 – Figure 1)
- If you do not have an account or need to reset your password:
- Click Forgot Password and follow the instructions (point 3 – Figure 1)
Navigating the Portal
- If the user is accessing ‘Invoices’ via the Safeguard Global Platform URL app.safeguardglobal.com.
- After logging in, users with Invoices feature access can click the Invoices tile (Figure - 2) or select Invoices from the menu by clicking on the grid icon in the top left corner of the screen (Figure - 3).
- Users will land on the Invoices page, where they can view and manage invoices assigned to their accounts (Figure - 4)
- If the user is accessing the Invoices feature through a direct link URL (https://invoice-prod.safeguardglobal.com/).
- Users will land on the Invoices page, where they can view and manage invoices assigned to their accounts (Figure - 4)