- Knowledge Base
- Administration
- Onboarding
Setting up your account
Step 1: Creating additional users within your firm
Admin users are responsible for creating and managing all of their entity's users.
If you are an admin user, read this article to learn how to add more users to your Entity.
Step 2: Confirmation email
Once the admin has created a new user, you will receive an email from no-reply@verificationemail.com with your temporary password for your first login.
Step 3: Sign In
Sign in at reporting.korfinancial.com for KOR Trade Repository or services.korfinancial.com for KOR Reporting Services with your e-mail and use your temporary password.
Step 4: Create a new password
You will be prompted to create a new password.
The password needs to have:
- One lowercase character
- One uppercase character
- One number
- 12 characters minimum
- One special character
We recommend generating a random password, by using a password manager.
When you meet a requirement, the requirement will light up green.
Click [Set password] to gain access to KOR's platform.
Step 5: Start using KOR 👍
Once logged in, you can toggle the switch on the top left corner to switch between Test and Production instances to ensure you have the necessary permissions in one or both environments.
⚠️ If you are seeing an 'Unauthorized' error on your screen, refer to this article.