Getting Onboard

The initial set-up of your account will be done by our customer success team. The first user of the platform will be the account owner who will receive an email with a link to be the first to sign-up to the platform.

The sign-up process takes the account owner through the steps of entering their user details and profile photo before they are moved through to the dashboard.

Administrators can invite other users onto the platform once they are signed up. If you are looking for how to do this, learn how to Invite New Users

Filling in profile details to complete the signup process.
  1. Check the pre-filled email address is correct
  2. Fill in your first name
  3. Fill in your last name
  4. Create a password
  5. Type your password again
  6. Click the continue button to access the dashboard