Activating your Intralinks account and logging in for the first time | All products

  • Updated

Product: All
Applies to: Everyone
 

If you are new to Intralinks, read this article to learn about activating your account and logging in for the first time.

I want to

  • Activate my account
  • Log into an Intralinks application for the first time

About this task

If you are a new user to Intralinks, that is, you have not activated an Intralinks account, when you are invited to a product, you will receive an email message from Intralinks. The message may indicate that it has come from the company that is inviting you. The message includes a link to activate your account. Activating your account includes steps for accepting the EULA, creating a password, and setting up multi-factor authentication to ensure your account is secure.

If you have participated in an Intralinks product in the past, you will use the same password you use for other products. 

Note: If your organization’s users authenticate exclusively through Single Sign-On (SSO), you will not receive an email message.

About your email address

Your email address serves as your Intralinks user ID. If you have more than one email address, use the address for the account where you received the invitation message. If your email address changes, contact our Support team to update your Intralinks ID.

Authentication options

Receive a code by text (SMS) – Select the country and enter the phone number to which you want an SMS code to be sent and click Activate
Important! If you choose to use SMS, be aware that you might not get the text message before the application times out due to slowness of your internet connection. Therefore, it is highly recommended that you set up a second authentication factor so that you can successfully log in to your Intralinks  application.
Use Intralinks Authenticator – Use your phone to scan the QR code or enter the secret key displayed in this dialog box in the Authenticator section in the Intralinks Mobile app on your phone. Click the icon at the end of the secret code to copy the code. In the Verification code field, enter the 6-digit code generated by the app and tap Activate.

Note: This option cannot be used with Okta Verify with Push. 

Use Okta Verify with Push – Okta Verify with Push eliminates the need to enter a code. Instead, it sends a push verification to your phone and you must tap Yes, it’s me to authenticate. Use your phone to select the type of account and scan the QR code in this dialog box in the Okta Verify App on your phone. 

This option requires that you phone be connected to the internet. If your phone does not have an internet connection, you can choose to verify using a code and you will be enrolled in Okta Verify. 

Note: This option cannot be used with Intralinks Authenticator. 

Use your preferred authenticator – Use your phone to scan the QR code or enter the secret key displayed in this dialog box in the Authenticator App on your phone. Click the icon at the end of the secret code to copy the code. In the Verification code field, enter the 6-digit code generated by the app and tap Activate.

Activating your account and logging in

  • Locate the “Welcome to Intralinks” email message containing your invitation.
  • Click Activate Account. The license agreement is displayed. 

    activation - EULA.png

  • Read the license agreement and click Accept to continue logging in.
    If you do not agree to the terms of the license agreement, click Decline. You will not be able to log in to Intralinks until you accept the license agreement.
  • Enter your password / passphrase. 

    activation - password1.png

  • Re-enter your password / passphrase and click Next.
  • Choose how you want Intralinks to verify your identity by setting up one or more of the authentication options.

    activation - identity factors.png

  • When you have finished setting up account security, click Finish. The application will open.

Troubleshooting

I have activated my account but I don't have access to any Intralinks product.

An activation alert may be sent before the data room/fund manager is ready for you to view documents. You will receive another email when you have been invited to a data room. At that time, you will have access to the Intralinks product to which you have been invited. The activation alert lets you set up your account in advance.

Additional information

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