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Setting Up Your BoldTrail BackOffice Account

Learn how to activate your BoldTrail account, secure your login, and complete your initial setup.

Before getting started, we highly recommend watching this brief training to walk you through the setup process step by step:


Overview

This article provides step-by-step guidance for creating and setting up your BoldTrail account at Signature Realty NJ. It ensures your access is secure, complete, and ready for daily operations.


When to Use This

  • You have received your BoldTrail invitation email

  • You need help logging in for the first time

  • You’re unsure how to complete authentication or set up your password


Step-by-Step Instructions

Step 1: Check your email for your BoldTrail invitation

You’ll receive an email from [email protected] with your name and a setup link.

Step 2: Click the link to begin account setup

This will bring you to a password creation page.

Step 3: Enter your email to trigger a password reset

A password reset link will be emailed to you for security.

Step 4: Create and confirm your new password

Use a secure password you’ll remember.

Step 5: Set up two-step authentication (required)

  • Enter your mobile number

  • A code will be texted to you

  • Enter the code to complete verification

Step 6: Log in to your BoldTrail account

Use your new password to sign in securely.

Step 7: (Recommended) Use a password manager

We recommend using a tool like 1Password or LastPass to store your credentials securely.

Step 8: Make sure your 2FA phone number is accessible

You’ll need it anytime you log in or reset your password.

Step 9: Watch the welcome video after logging in

This provides orientation on how BoldTrail works.

Step 10: Accept the Terms of Service

After the video, you’ll be prompted to agree to the terms. This completes your setup.


Cautionary Notes

  • Ensure your 2FA phone number is accessible at all times

  • Never share your login credentials

  • Store passwords securely using a password manager


Tips for Efficiency

  • Use a password manager to securely store your login

  • Set a calendar reminder to change your password every 6–12 months

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