24 hours before your scheduled upgrade begins, you will receive an invitation from Armor to complete the account signup process to access the Armor Management Portal (AMP).

Before the upgrade process begins, Armor recommends that you complete the two tasks below so that after the upgrade process is complete, you and your users can easily access AMP. 

Step 1: Complete your account signup

Step 1: Open the Account Signup email

1. In the email from Armor, click the link.
   • You will be redirected to enter your account security information, including payment information.
     • If you already coordinated your payment process with Armor, then you will not see the payment screen.

Step 2: Complete your security information

In this step, you will add your phone number to your account. This phone number will be used for multi-factor authentication. To complete the account signup process and to log into AMP, you must be near this phone number.

1. Note your Armor username. 
   • The Username will be pre-populated with the email address of the Primary Contact for the account.
2. In Password and Confirm Password, create and enter an account password.
   • Your password must be at least 12 characters in length.
   • Your password must contain an upper-case character, a lower-case character, a number, and a special character.
   • Your password cannot contain personal information, such as your name, email address, birthday, etc. For example, if your name is John Smith, then you cannot use joh or smi in your password.
   • You can only change your password once every 24 hours.
   • Passwords expire after 60 days. 
   • After 6 failed login attempts, you will be locked out of your account for an hour. To resolve this, you must contact your account administrator or contact Armor Support.
   • After 15 minutes of no activity, you will be logged out of the Armor Management Portal (AMP).
3. Complete the Challenge Phrase and Challenge Response. 
   • If you call Armor for technical support, you will be asked the Challenge Phrase, and you must correctly answer the Challenge Response. 
   • Do not use inappropriate language or suggestive material. 
   • The answer must be at least five characters long. 
4. In Phone Number, select your country code / flag, and then enter your phone number.
   • This phone number will be used for multi-factor authentication (MFA). Every time you log into the Armor Management Portal (AMP), you will receive a phone call in order to complete the login process.
   • You can enter a phone number with spaces and special characters, such as (555) 555-555. 
   • (Optional) If your phone number contains an extension, enter the number in Extension. You cannot include spaces or special characters in this field.
5. Click Validate to validate the phone number entered.
   • You will receive a phone call; answer the phone, and then follow the instructions.
   • (Optional) After you complete the signup process, you can configure your account to use the Microsoft Authenticator application for MFA. To learn how to use this application, see Configure multi-factor authentication for your account.
6. Click Continue.

Step 3: Complete your payment information

1. In Currency, select your currency.
2. (Optional) If your business is tax exempt, select I'm tax exempt.
   • In Tax Exempt ID, enter a valid tax exempt ID.
3. For Payment Method, mark the desired payment (credit card or bank account). 

Option 1: Credit card 

Cardholder Name, Address, City, State, and Postal Code will be pre-populated with the name and contact information for thePrimary Contact on the account.

1. In Card Number, enter the credit card number.
2. In Expiration Date, select the appropriate month and year.
3. In CVV, enter the verification number for the credit card
4. In Country, select the corresponding country.
5. Click Submit.

You will be redirected to Armor Management Portal (AMP) login screen.

Option 2: ACH Bank Debit

1. In ABA / Routing Number, enter the corresponding banking number.
2. In Bank Account Number, enter the account number.
3. Select the appropriate Account Type.
4. In Bank Name, enter the name of the banking institution.
5. In Account Holder Name, enter the name of the account holder.
6. Click Submit.

You will be redirected to Armor Management Portal (AMP) login screen.

 
Step 2: Review assigned roles

In the Armor Management Portal (AMP), roles are similar to job titles that you can create and assign to your users. You can populate these roles with specific permissions to restrict the type of access your users can have in AMP.

For example, if you have a user who simply needs accounting permissions in AMP, you can create an Accounting role, assign accounting-related permissions to the role, and then assign the Accounting role the specific user. 

To prepare for the upgrade process, Armor has:

• Created three default roles (Admin, Technical, and Billing) with permissions
• Transferred your users into AMP
• Assigned one of the default roles to your users 

Step 1: View default roles and permissions 

Armor recommends that you review the assigned roles, along with their corresponding permissions.

Permissions

(Optional) Step 2: Update assigned roles 

1. In the Armor Management Portal (AMP), in the left-side navigation, click Account. 
2. Click Roles + Permissions. 
3. Click Admin. 
4. Click Members. 
5. Review and confirm the list of assigned users.  
6. (Optional) To remove a user from this role, in the table, hover over the desired user, click the trash icon, and then click Remove Access.
7. In the left-side navigation, click Roles + Permissions.
8. Click Billing.
9. Click Members.
10. Review and confirm the list of assigned users.  
11. (Optional) To remove a user from this role, in the table, hover over the desired user, click the trash icon, and then click Remove Access.
12. In the left-side navigation, click Roles + Permissions.
13. Click Technical.  
14. Click Members.
15. Review and confirm the list of assigned users.  
16. (Optional) To remove a user from this role, in the table, hover over the desired user, click the trash icon, and then click Remove Access.

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