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Set Up Guide for Organisation User / Admin

Updated over 2 weeks ago

1. Join Organisation

a) Click the link in your invitation email to join the Organisation

b) Please use a non-private browser when joining the Organisation as the link won't work when in an incognito browser window

2. Enter your details

a) Enter the following on the sign-up page:

  • First Name

  • Last Name

  • Password

b) Click Continue

3. Edit User Profile

a) Click your initials on the top right hand side

b) Click Profile

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c) Edit Name, Email and New Password if you need to

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d) Enable Two-Factor Authentication - optional, if selected enter Mobile Number

  • Profile Picture - optional, upload a .jpg or a .png image no larger than 1MB

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  • Click Save

4. Switch between Organisations (if you are part of multiple orgs)

a) Click the Organisation dropdown on the top left of the page and select the Organisation you want to use

b) You will then see the data for that specific Organisation

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