Your account
Signing up
Choose Start your free trial on the home page. The person who signs up becomes the owner of the firm's workspace. Each email address can belong to only one account. The workspace is free for 14 days; see Plans and billing.
Signing in
Choose Sign in and enter your email and password. You stay signed in for one day on that browser. After that, Yatri Trade asks you to sign in again.
Changing your password
Go to Settings, open Account, enter your current password and the new one twice. A password needs at least eight characters.
Forgot your password
On the sign-in page choose Forgot password?, enter your email and choose Send reset link. Open the link in the email, enter the new password twice and choose Save new password. The link works once, for one hour. Asked several times? Only the newest links still work, up to three in an hour.
If no email arrives, check your spam folder. If your firm's Yatri Trade has no email set up, an owner of your firm can remove your account and add it again with a new starting password.
Email alerts
Each morning at 8 am Yatri Trade sends you a short summary by email. It lists:
- your deadlines due in the next seven days, and any that became overdue in the last month,
- hearings in the next two weeks, including those listed by IP India for your marks,
- new conflicts with your marks in journals published since the last summary,
- steps the other side missed,
- status changes to your marks and cases.
The email only goes out when there is something to report. Deadlines that have been overdue for more than a month are shown as one line with a link, so they do not fill every email.
To turn the summary off or on, go to Settings, open Account and use Send the daily summary to your address. Every person on the team chooses for themselves. Send me a test email sends you the summary as it would look right now.
If the card says email is not set up on this server yet, no alerts are sent. Ask your administrator to add the mail server details.
Owners and members
| Role | Can do |
|---|---|
| Owner | Everything, including the firm's profile, team members and report templates |
| Member | Everything else: portfolio, journal watch, reports, oppositions, search and analysis |
Signing out
Use Sign out at the bottom of the menu on the left.