Section Overview: Click on a section to jump directly to the section. 

Initiate Setup: Received Invitation
Setup: Company or Individual
Setup: Administrative User
First Login: Administrative User
Connect to Party
Logout

Introduction

In this article, we will discuss administrative user steps to complete after receiving the "Connect on Exchange" invitation e-mail. 

 

The most common way to initiate setup is for the owner or company to be invited by the other party (generally an Operator or Purchaser). An invitation is sent via e-mail to the chosen administrative user containing a "Set Up Account" link. Additional administrative users can be added at another time.


These steps include how to setup an owner or company and administrative user in the PakEnergy Exchange network, what the system will look like upon initial login as well as how to ensure a successful connection with the inviting party.

IMPORTANT:
 Failure to use the SPECIFIC Set Up Account link included in the user's SPECIFIC invitation email will result in failed connections between the parties.


The "Connect" email will have the sending company in the subject line. 

Please pay close attention to the subject line of the email and follow the steps below, starting with that email.

Video coming soon!

Instructions

    1. Click the Set Up Account button in the "Connect" invitation email received or copy and paste the URL into an internet browser. Google Chrome is the suggested browser for PakEnergy Exchange. 


Failure to use the SPECIFIC Set Up Account link included in the user's SPECIFIC invitation email will result in failed connections between the parties.



Setup: Company or Individual

  1. The Sign Up information box will appear. Enter party details (company or individual) and administrative user information.

  2. If all required information is filled in, the Submit button will turn from gray to blue. Click Submit to create the company and administrative user.

Clicking Submit will send an email to the administrative user with further instructions.



Setup: Administrative User 

  1. Open the “Change Password Request" email then click confirm the password change to set the administrator password. The system will navigate the user to the ‘Change Your Password’ screen.

  

  2. The administrative user will create a password by entering their desired new password in the ‘New password’ field then re-entering the same new password in the field below.
  

 

3. When both new passwords match and the stated requirements are met, click the Reset password button to complete administrative user setup. 

  



First Login: Administrative User

  1. Click the link here -> https://docvueexchange.com or copy then paste the URL into an internet browser. Google Chrome is the suggested browser for PakEnergy Exchange.

  2. Click the Login button.

  3. Enter the email address used, and password created when registering the administrative user then click Continue.

  4. Read and click Accept on the End User License Agreement (EULA).



Connect to Party

    1. Navigate to the Invitations menu on the left-hand panel.  

    2. Find the invitation you wish to accept.


    3. If you recognize the Invitation sender and wish to connect with this company, click ACCEPT to continue.


    4. Select "Create New Party" to create the new party association in PakExchange.

  1. In this step, Party refers to the company sending the invitation to connect, generally a Purchaser or Operator.

 

    5. Click Next to continue.


    6. Create a unique identifier or “Party Number” for the company sending the invitation.

  1. The party number can be any unique combination of numbers and/or letters that will refer to the company that sent the invite.
  2. Vendors - It is helpful to use the number or name used to identify the company in your Accounting Records. 



    7. Click Accept.


    8. The Accept Confirmation prompt will pop up. Click CONTINUE to Accept.


    9. Once successfully connected, the message below will appear as confirmation and the invitation will no longer appear in the Invitations menu.



    10. To ensure you have successfully connected to the invitation sender, click on the Parties menu on the left-hand panel.


If the  
icon appears next to the inviting Party,
you have successfully connected. 





Logout

  1. Located at the upper right-hand corner of the screen, click on the circle with initials displayed. 

  2. Click Logout to exit Pak Exchange.