Logging In to FP&A

To access Financial Planning & Analysis (FP&A), you sign in using the credentials provided in your welcome email or your organization’s Microsoft account.

In this article, we will cover:

Logging In with your Credentials

When your instance is ready, you receive an email with your login credentials.

To log in:

  1. On your browser, enter the URL to access the FP&A login page.

  2. Enter your Email / Username.

  3. Enter your Password.

  4. Select Sign in.

Staying Signed In

You can stay signed in to avoid entering your credentials each time. To do this:

  1. On the login page, select Keep me signed in.

  2. Select Sign in.

    The system automatically signs you in, the next time you open the application.

Resetting your Password

If you forget your password:

  1. On the login page, select Forgot password?.

  2. Enter your Email.

  3. Follow the instructions sent to your email.

Logging in with Azure AD

If your organization uses Azure Active Directory (Azure AD), you can sign in using your Microsoft account.

To log in with Azure AD:

  1. On the login page, select Sign in with Microsoft.

  2. Enter your Microsoft account credentials.

  3. If prompted, select Accept to grant permissions.

  4. Wait for the system to redirect you to FP&A.

    After successful login, the system signs you in using your account.

    Your administrator must enable Azure AD for your environment.

    You will not need a separate password when Azure AD is enabled.

    Your account will be created automatically the first time you log in.

    Here is a diagrammatic representation of the authentication flow between your browser, Microsoft Identity Platform, and FP&A system.

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