Thank you for your decision to set up a LEO-PRO account
Below you will find step-by-step instructions to help you set up an account and add payment information:
Click LEO-PRO in the header menu.
Scroll down and click “Sign up for LEO-PRO".
The registration page will appear. Type in your company, the email of your administrator, and your administrator’s first and last name in the provided fields.
You must review and agree to the License Agreement and Privacy Policy. Check the boxes and hit submit.
The email you submitted will receive an email to verify their account. In the email from LEO, click “Register User”.
The user will select a password to complete their user registration. They will need to enter it twice to confirm the password. Once this is complete, they will click “Register User”.
When “Launch” is clicked, the full profile will be visible.
To connect a card for payment, click the grey “Manage billing account” found underneath Actions.
To add your card information, click the dark blue “Update card info” button next to Card Information.
When the box appears, put in your credit card information with the corresponding name and address.
Click Submit to add your payment.
After this is complete, you will be returned to the Manage Payment Account page.
Thank you for your decision to set up a LEO-PRO account
Below you will find step by step instructions to help you set up managers, assistants, and profiles.
To begin, visit our website at lifeestateorganizer.com.
Click the “SIGN IN” button on the upper right corner of the site.
Log in using your LEO-PRO credentials: email and password.
Your account will appear upon a successful sign in. Click "Launch” to proceed.
Click the corresponding green button for the role you would like to assign: “add administrator”, “add manager”, or “add assistant”.
When one of these green buttons is clicked, a box will pop up asking for an email address of the person you would like to assign this role to
Enter an email and click “submit.”
The email you submitted will receive an email from LEO-PRO. They will need to accept the invitation in their email to be activated and fill out the user registration that includes first name, last name, and a password.
After their signup is complete, they will then click “accept” on LEO-PRO.
After they accept, their status will change to active and you may assign them a role from the drop-down menu if you wish.
