How other users can join your Pascal environment
This documentation, including images, videos and text, is accurate as of Version 5.12 of Pascal.
We strive to keep our documentation up to date with each release to ensure it remains a reliable resource for our users. However, given the dynamic nature of our software development, there might be instances where changes introduced in subsequent versions are not immediately reflected in this documentation. We encourage users to refer to the latest release notes and to use the feedback mechanism for any discrepancies or requests for clarification.
After the Pascal app is installed in your HubSpot environment, all users in your HubSpot environment can start using the KYC check functionality in contacts and companies in HubSpot.
When someone who does not yet have a Pascal account, opens a contact with a KYC check in it or creates a KYC check for a contact which does not have one yet, an account will automatically be created in Pascal for this person.
When the account is created, an activation email is sent to the email address associated to the HubSpot account. The activation code in this email can be used to activate your Pascal account after which the user can now go to the KYC checks created from HubSpot in Pascal as well.
If the activation code in the email is not used within two days, the activation code cannot be used anymore. If you would like to activate your account after this period, you can follow these steps:
- Press the Forgot password? button on the login screen of Pascal.
- Enter your email address and select the Reset button.
- An email will be sent to your email address.
- From this email, you can activate your account by setting a new password.