Logging in to ProjectDox for the First Time

The first time you are invited to join a project in ProjectDox, you will receive an email notification, like the one below. If  you are set up with multiple user roles, you will only receive one invite email for all roles. This email will contain a temporary password and a link to ProjectDox.

 ProjectDox uses pop-up windows (browser windows with no toolbars). If no ProjectDox window appears when logging on, there may be a pop-up blocker installed that is preventing the main project window from opening. Allow pop-ups for the ProjectDox site (pop-up blockers can be configured to allow pop-ups for specified sites. Please see Avolve's System Use Requirements document for a step-by-step guide).

 The login page has an MSI (Microsoft Silent Install) link for quick and easy downloading and installation of all necessary ProjectDox ActiveX controls. Click the Install ProjectDox Components link to run the installation. Alternatively, your network administrator or IT department may use other methods to install the components.

To log in:

  1. Click on the “Login to ProjectDox” link. This will automatically open a login screen web browser. You can also open a web browser and type in your ProjectDox URL.

  2. Type or paste the temporary password into the Password Field and click Login.

 The password is case sensitive and must be entered exactly as it was provided to you in the email.

  1. Once you successfully log in, you will be taken to your user profile, where you will need to reset your password, create a security question and answer, and enter some additional information about yourself.

  1. Fill in the required fields (those marked with a red asterisk * (and highlighted), and click “Save.” You can return to this screen at any time by clicking on the “Profile” button on the Main Tool Bar.
  2. After saving your profile information, you will be taken to the homepage, where your list of active projects will display.  If workflow is part of the configuration, then assignments, referred to as tasks may also display on the home page in the Task tab.

 The Edit Project icon ()  is available only if you have Invite, Manage Users and/or Manage Folders permissions. The Create Project button will only display if you have Project Creation Rights (PCR). You won’t see the View Archived Projects button unless you are a System Administrator.

User accounts that have been granted Multiple Login permission by an Administrator can run multiple ProjectDox sessions on separate machines using a single login account. 

 

Logging in After the First Time

Logging in to ProjectDox a second time (and every time after that); you will use the password that you entered in your User Profile page. After logging in, you will be taken to your home page. From this page, you can view the projects you have been invited to and all tasks for you to complete.