Launching Engagement Organizer for the First Time

  1. In Engagement, do one of the following:
    • From the Local or Central File Room, select a binder. Then, select Tools > Engagement Organizer.
    • In the Binder window, click Engagement Organizer on the Shortcuts bar.
    • In the Binder window, select Tools > Engagement Organizer.
  2. If prompted, enter a work email, and then click OK. This is the email address where your verification code is sent. This prompt occurs if a work email address is not set up in Staff Properties in Engagement.
  3. Click Continue when you are prompted that your profile is not complete.
  4. Click Send the code. A verification code is sent to your work email address.
  5. Enter the verification code received in your work email into the Web browser.

    6. Note:  If you do not receive an email with a verification code, check your junk mail folder. You can also verify that your work e-mail address is correct in the Engagement Staff Properties. Select Tools > User Profile in the File Room, or contact your system administrator.

  6. Click Submit.
  7. Do the following on the Profile page:
    • Enter a login name.

    • Enter a phone number for receiving the log in identity verification code via text message, if needed.

    • Set up and confirm a password that contains at least eight characters, including one uppercase letter, one lowercase letter, a number, and a special character.
  8. Click Complete.
  9. If they are not already pre-populated, enter your CCH firm account number and login ID.

    Tip: For the login ID, you can enter either your login name or your email address (assuming no other user at your firm uses the same email address).

  10. Enter your password.
  11. Click Log In.

  12. Click Send the code for a second email to be sent with a new verification code.

  13. Enter the verification code that you received in your email into the Web browser.

    Tip: You can choose to trust this device for 30 days. If you do so, you can skip the verification code steps when you log in to Engagement Organizer using this same device.

  14. Click Submit.

    • For most users, the organizer for the selected binder opens.
    • If you are the default admin (ADMIN) for CCH ProSystem fx Engagement, then a Firm Users link and an Organizers link displays. This option is available only if your firm uses Engagement 2019.2.6 or newer versions. Use the Firm Users link to unassign a firm user from all organizers. Use the Organizers link to view a list of all organizers for the firm.