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Member checklist

Use this as a day-to-day path for organisation Members.

First login​

  1. Sign in with OTP.
  2. Open Home — note which nav items you can see (driven by your designations).
  3. Open the inbox from the bell when available.

Typical work​

  1. Open assigned Individual or Organisation accounts.
  2. On Services, work milestones and documents: upload → mark received → verify path → Submit for filing.
  3. Watch Home / Filings for status after Admin approval.
  4. Only create invoices or approve accounts if your designation explicitly allows it.

If you cannot see something​

Ask an Admin to:

  • Assign the right designation on your user, and/or
  • Add you as an assignee on the client account

See Roles overview and Approvals and assignees.