Getting started

Signing in

The portal signs you in with a code sent by email, never anything to remember.

1. Enter your email address and choose to get a code.
2. Open the latest email and type its 6-digit code.
3. The first time, accept the Terms of Service and Privacy Policy.

Shown with a sample firm; your portal shows your security provider's name and colours.

Some accounts also ask for a code from an authenticator app (“One more step”).

After several wrong codes, signing in pauses for an hour and you’re told by email. The portal never says whether an address is on file.

New to your security provider? Choose Request a service on the sign-in page.

To sign out of every phone and browser at once, use Sign out of every device in the menu.

Your role

Each person on an account has a role, and your security provider or a manager on your account can tick each permission on or off:

Role	Can usually
Manager	Everything, including managing colleagues
Assistant	Everything except managing colleagues
Billing	See and pay invoices
Principal	See their own bookings, the live map on them, and rate them

You see prices only if you can request, approve, see invoices or pay.

What shows in the menu follows your permissions: Request needs Request bookings, Bookings needs to see or request bookings, Billing needs See invoices and receipts, and Shared appears once someone adds you to their booking.

Home

Home lists what’s Waiting on you first (quotes, deposits, changes and extra time to answer), then what waits on your colleagues, what’s live now, today’s and what’s coming up.

Shown with a sample firm; your portal shows your security provider's name and colours.

More than one account

If you’re a contact on more than one account with the same security provider, a switcher at the top chooses the account. Everything you see then belongs to that account; opening a booking from another one asks you to switch first.

Settings

Tab	Who sees it
Notifications	Everyone: choose which emails you get. Sign-in codes always come by email.
Principals	Those who manage principals
Saved places	Those who request bookings
Payment methods	Those who pay invoices
Colleagues	Managers: invite a colleague, change permissions, remove someone
Standing instructions	Those who see principals; managers change them