Options when you register

Options when you register

This page is usually seen just after you register and set up / skip 2-factor authentication.

Invitations – you will see any invitations pending your approval. Click ‘Accept’ on the one you wish to join. Joining Business means you can manage their details and send them information through our apps.

I’m a business owner, I want to create a subscription for my business
This option will create a Subscriber Account and Business File using the same details. You can later update and add details separately.

I want to create my subscription and a business file for someone else
This option will take you through steps of setting up Subscriber Account and then Business File – where you can use the same or different details.

Take me to my Business Files Dashboard
This option takes you to the dashboard where you can set up Subscriber Accounts and Business Files, and much more.