Activating Your User:
If your email address has been used to set up a Quick Suite login, you will receive an activation email that should look like this:
Username: This is the email address your login is set up with. This will be used as your Username for all future logins.
Temporary Password: This is the password you use to first sign into your login. You will be prompted to change your password when you first successfully log in, so this password will only ever be used once.
Expiry: As stated in the email, your temporary password will expire in 7 days. If you don’t activate your Quick Suite login within those 7 days, your login will no longer be activatable, and you will need to contact our helpdesk to receive a new activation email.
MFA: You will be required to set up multi-factor authentication (MFA) for your Quick Suite login when first logging in. It is advised to download a suitable authenticator app, such as Microsoft Authenticator, on your mobile device to do this.
Access Quick Suite: This link will take you to the login screen for Quick Suite. This link is also used for all future logins as well. It is advised to save or bookmark this link for future use. This link can be found here: Quick Suite
Logging In:
When you go to the login URL, you will be presented with the following screen:
Username: This is the email address your login is set up with.
Password: On your first login, this will be the temporary password on your activation email. For all subsequent logins, this will be the password you will have configured on your first login.
Change Password:
On your first login, you will need to change your password.
New Password: Set your new password here for all future logins. Your new password must follow certain criteria, which will appear below in green if the criteria is satisfied and red if not.
Enter New Password Again: This must be identical to the password entered above it.
Set Up MFA:
On your first login, you will need to set up multi-factor authentication (MFA):
1.You will need to download a suitable authenticator app, such as Microsoft Authenticator, on your mobile device to do this. Many authenticator apps are available for downloading on the Apple App Store or Google Play Store, most of which are free.
2. Use the app you downloaded to scan the QR code given. Alternatively, you can click “Show secret key” to show a code you can enter into your app to configure the codes without scanning the QR code. This will give you a 6-digit code that will change every 30 seconds that you use for all Quick Suite logins.
3. Enter a code from your authenticator app: Enter the 6-digit code that appears from configuring your authenticator app for Quick Suite.
Enter a friendly device name – optional: You can use this to enter a name for the device you have your MFA codes set up on. For future logins, this device name will appear on the MFA screen when prompted to enter in your code. This is helpful if you have multiple devices that you use to store MFA codes.
Forgot Your Password?:
Clicking this link will take you to a new screen which will allow you to enter your username (email). This will then send a password reset email and take you to a new screen, as shown below:
Password Reset Code: This is the code you use to reset your password on the password reset screen:
Code: This is where you enter the code from the password reset email.
New Password: Set your new password here for all future logins. Your new password must follow certain criteria, which will appear below in green if the criteria is satisfied and red if not.
Enter New Password Again: This must be identical to the password entered above it.
Once your password is changed, you will be taken back to the initial login screen.
Home screen:
Once logged in, you will be taken to the Quick Suite home screen:
Favourites: This will display any Dashboards (or other resources) that you have favourited. To favourite a Dashboard, click the star icon next to the Dashboard on the Dashboards screen.
Recent: This will display any Dashboards (or other resources) that you have visited the most recently.
Shared folders: This will display any folders that have been shared with you. Unless your Author users have specifically requested for shared folders to be implemented in your Quick Suite environment, this screen will be empty.
Dashboards: This will display any Dashboards that you have access to. These will be ordered by Last Modified (the last time the Dashboard was either published or shared with another user).
Find analyses & more: This can be used to search for any resources you have access to.
Author Home screen:
If your login is set up as an Author on Quick Suite, you be given more options than a Reader:
My folders: This will display any folders that you have created.
Analyses: This will display any Analyses that you have access to. These will be ordered by Last Modified (the last time the Analysis was either edited or shared with another user).
Datasets: This will display any Datasets that you have access to. These will be ordered by Last Modified (the last time the Dataset was either refreshed, edited, or shared with another user).
New dataset: This is an option on the Datasets screen that allows you to create your own Datasets. Depending on the Dataset, you have multiple options:
- Data from My Digital: Datasets created from data in My Digital must be created from a My Digital database connection, which is restricted. New My Digital Datasets must be requested through our helpdesk.
- Data from Excel/CSV: Datasets created from a spreadsheet or CSV file can be done so using the “Upload a file” option.
- Data from other sources: Quick Suite provides a plethora of data connections that can be implemented for various data sources. Each source will require specific credentials to configure and may also require extra configuration within the data source itself.