Logging in and getting started

Congratulations on signing up for EBM Catalyst! We're excited to have you on board. In this guide, we'll walk you through the steps to get started after you've been added as a user. Here's what you need to do:

The first step in getting started with our software is to be added to the website by an administrator. Oftentimes this will be done for you by our team or a Catalyst administrator we're in contact with at your company. When you sign up, your administrator will create an account for you with a username, which is typically your email address. This username will serve as your unique identifier on the platform.

Step 2: Accepting the Microsoft invitation

Microsoft requires end-users to accept an invitation to join EBM's Microsoft tenant to access Catalyst. However, we intentionally suppress the invitation email to avoid redundancy, as the option to accept the invitation is built-into the initial login process the first time you access the website. This ensures the process isn’t disrupted by the invitation email being overlooked or landing in spam. 

1. Accept the invitation on the login page: The first time you log in, you’ll initiate and accept the Microsoft tenant invitation automatically. Follow any instructions presented to complete the process.
2. Troubleshooting login issues: If you encounter login problems, it may indicate the invitation prompt was not accepted. In such cases, contact us, and we’ll resend the invitation email to complete the process, see below: 

• Check your email: Look for an email from Microsoft inviting you to join our Microsoft tenant.
• Accept the invitation: Click the link in the email and follow the prompts to accept the invitation. Ensure you’re logged in with the same MS365 account tied to your Catalyst user profile.
  
  

Note: EBM has moved hosting to Microsoft Azure as of 2025, meaning we no longer host passwords. Your account will be fully managed internally by your in-house Microsoft 365 system. This means that some of the content from this article may not pertain if your instance has not yet been migrated to Azure. For more information, reach out to your EBM rep or Support. 

• Once your account has been created, you may also receive a welcome email from our system. This email will contain important information, including your username (which is usually your email address) and instructions on how to access the website, including the actual website URL.

Step 3: Accessing the website

After accepting the invitation, you’re ready to log in. Here’s how:

1. Access the Catalyst Website

• Visit the Catalyst website: Use the URL provided by your administrator or in your onboarding materials.
• Select your MS365 account: When prompted, choose the same MS365 account you used to accept the invitation.

2. Logging in with MS365 Credentials

• You will be automatically authenticated via your MS365 account.
• Ensure you’re using the correct account tied to your Catalyst user profile.

3. Troubleshooting Login Issues

If you encounter issues, check the following:

• Correct Account: Ensure you’re using the same MS365 account linked to your Catalyst user.
• Invitation Accepted: Verify that you’ve accepted the Microsoft B2B invitation.
• Clear Cache: If the login prompt persists, clear your browser cache or try an incognito window.
• For persistent login issues, contact our support team for assistance.

To access legacy websites that have not been migrated to Microsoft Azure, follow these steps:

1. Open your email: Begin by opening the welcome email you received. It should be sent to the email address you provided during sign-up.

2. Click on the website link: In the email, you will find a link that will take you to the login page of our website. Click on this link to proceed.

3. Enter your username and temporary password: On the login page, you will be prompted to enter your username (which is typically your email address) and a temporary password provided in the welcome email.

4. Change your password: After successfully logging in with the temporary password, you will be prompted to change your password. Create a new password that meets our security requirements. Be sure to choose a strong password that includes a mix of letters, numbers, and special characters.

5. Complete the process: Once you've changed your password, you will remain logged into the website. Record your password somewhere safe.

Step 4: Exploring the software

Now that you're logged in, you can start exploring Catalyst. Depending on your role and permissions, you may have access to various features and functionalities. Take some time to familiarize yourself with the user interface, and don't hesitate to refer to our documentation or reach out to our support team if you have any questions or need assistance.

Getting started with Catalyst is easy, and we're here to help you every step of the way. If you ever forget your password or encounter any issues during the onboarding process, simply follow the password reset instructions on our website or contact our support team for assistance. Welcome aboard, and enjoy using Catalyst!