Getting started

There are two ways into the console: the owner applies for the firm, or someone already on it invites you. Either way you sign in with a code sent to your email.

Apply for your business

The person who applies becomes the owner.

1. Open the Apply page and enter your work email under Work email, then select Email me a code.
2. Enter the 6-digit code from the email. See Signing in if it doesn’t arrive.
3. Fill in the four short steps, selecting Continue after each:
   • Your firm: Your name, the legal name as registered with your state, and the name clients see on your portal, emails and invoices.
   • License and size: License number, Licensing state, and roughly how many agents work a shift each month. That only helps suggest a plan; you choose your plan during setup.
   • Headquarters and contact: street address, Phone and Contact email.
   • Review and clearance: check your answers (select one to change it), then open each agreement: the Terms of Service, Privacy Policy, Electronic Communications Consent and Merchant Agreement. Tick the box to accept them and select Send application.

You can’t accept until every agreement has been opened; the page names the ones still to open. Your answers are saved as you go, so if you’re signed out partway, sign in again and you pick up where you left off.

If you’re already on another firm’s team, applying creates a separate firm that you own.

While your application is reviewed

Applications are reviewed within 1 business day, and you’re emailed the moment it’s done. Until then Today reads “Pending clearance” and you can work through setup: your brand, services, legal pages, payments and inviting people. Invites you send are held and go out by themselves once you’re approved.

When you’re approved, the first time the owner opens Today a short “Cleared” moment plays once, saying what approval changed (for example, that your team invites are on their way).

If your application isn’t approved

Today shows Your application wasn’t approved with the reason. The owner can select Apply again once: everything you entered is filled in, so you only correct what needs it and select Send it again. If you’ve already applied again, email support if you think the decision is wrong.

If your business was set up for you

Sometimes the firm is created for its owner, who then gets an invite email. After accepting it, the owner is asked to accept the platform’s terms before seeing any records: open each document, tick the box and select Accept and continue. You can sign out, or go to another firm you belong to, instead.

Join by invite

Staff join by an email invite from the owner or an admin. The link lasts 14 days.

1. Open the link in the email. It says who invited you, to which firm, and with which role.
2. Under Confirm it’s you, select Email me a code and enter the code. The email address is fixed to the one invited.
3. If this is a new account, enter Your name (how your team will see you).
4. Select Accept and continue.

If the firm requires an authenticator app, you set one up here, before your session starts: scan the code or copy the key into the app, enter the 6-digit code it shows and select Turn on and sign in.

If you’re signed in as a different address, the page says so: sign in as the invited address, or select Stay signed in as to leave it.

“This invite no longer works” means the link expired after 14 days or was already used (invite_invalid). Ask the person who invited you to send a new one.

Who can do what

Anyone can apply; the person who applies is the owner. Inviting staff is part of running the team, in Team and roles.

What each role may do

Area	Owner	Admin	Dispatcher	Viewer
Firm settings and team	Changes	Changes	No	No
Ownership, the plan and support access	Changes	No	No	No