Logging In

Formulate Portal is accessed via your internet browser. We advise using the latest version of Google Chrome or Microsoft Edge for the best experience.

Logging in for the first time without 2FA enabled

Step 1: Access the login screen

You will have been provided with the URL (web address link) for your organisation by either your system administrator or an Imosphere representative - you can add this to your Bookmarks so it’s easy to find in the future.

  1. Open the Formulate Portal login screen
  2. Enter your username and password

Step 2: Set a new password

If configured to do so by your system administration, you will be prompted to create a new unique password which is memorable to you.

  1. Follow these guidelines when choosing your password:
  • Must be at least 12 characters long

  • Include a mixture of:

    • Uppercase and lowercase letters
    • Numbers
    • Symbols

    Tips:

    Choose a password that is secure, memorable and difficult for others to guess.

    Use a password management if your organisation provides one to help keep your passwords secure.

Step 3: Accept the End User Licence Agreement (EULA)

When logging in for the first time, you will see the End User Licence Agreement (EULA).

  1. Scroll down to the end of the EULA and click “Accept.”

Note: You cannot use the system without accepting the EULA.

Step 5: Successful login

  • You’ll be logged in to the Formulate Portal system

Logging in for the First Time after 2FA is Enabled

Follow these simple steps to log in to Formulate Portal for the first time after two-factor authentication (2FA) has been enabled:

Step 1: Access the login screen

You will have been provided with the URL (web address link) for your organisation by either your system administrator or an Imosphere representative - you can add this to your Bookmarks so it’s easy to find in the future.

  1. Open the Formulate Portal login screen
  2. Enter your username and password

Step 2: Choose your 2FA method

  1. Decide how you want to set up 2FA:

    • Email
    • SMS (Text Message)

    The system will use the mobile number configured in your account. If no mobile number is set up, contact your system administrator to add one for you.

  2. Once you’ve selected your 2FA method (Email or SMS), click “Continue”

Step 3: Enter the 6-Digit Code

  1. A 6-digit code will be sent to your chosen method:

    • Your email address (if email was selected)
    • Your mobile phone (if SMS was selected)

  2. Enter the 6-digit code on the screen and click “Continue”

Step 4: Set a new password

If configured to do so by your system administration, you will be prompted to create a new unique password which is memorable to you.

  1. Follow these guidelines when choosing your password:
  • Must be at least 12 characters long

  • Include a mixture of:

    • Uppercase and lowercase letters
    • Numbers
    • Symbols

    Tips:

    Choose a password that is secure, memorable and difficult for others to guess.

    Use a password management if your organisation provides one to help keep your passwords secure.

Step 5: Accept the End User Licence Agreement (EULA)

When logging in for the first time, you will see the End User Licence Agreement (EULA).

  1. Scroll down to the end of the EULA and click “Accept.”

Note: You cannot use the system without accepting the EULA.

Step 6: Successful login

  • Correct code: You’ll be logged in to the Formulate Portal system
  • Incorrect code: If the code is entered incorrectly 4 or more times, your account will be locked.

What to do if your account is locked:

Contact your site administrator to unlock your account by resetting your password.