Platform guide
Provider onboarding
An organisation and its named team members are onboarded before service delivery begins. Access depends on the invitation and role assigned by operations.
Accept your invitation
Use the email address named in your invitation. Create or confirm your account, sign in and accept the invitation. If it has expired or the organisation is wrong, ask the operations team for a correction instead of creating a second identity.
Review organisation and scope
Check the agreement reference, your organisation and your role. Operations assigns projects, job roles and geographic scope. Confirm these details before acknowledging an order; an account does not grant access to another provider’s records.
Begin with the guided workspace
Open Overview for the next unfinished task. Review assigned service orders, acknowledge the applicable deadline and follow the roster receipt instructions. Salary records require the relevant payroll role and MFA; a general viewer account does not expose them.