TA
User guideGetting started

Getting started

From sign-up to your first assessment — everything you need to get started in minutes.

Sign up & sign in

Go to the home page and click Sign up. Enter your email and password, then confirm your address via the link sent by email.

Magic link

Invitations sent by an organisation administrator use a magic link — just click it to access your workspace directly without a password.

For subsequent logins, use the sign-in form. If you forget your password, click Forgot password — a reset email will be sent.

Create your organisation

On first login, the app automatically redirects to the onboarding page. This is the founding step: all your data (assessments, members, subscription) is tied to this organisation.

  1. 1
    Organisation name — Enter the name of your firm or company (e.g. AT Conseil, ACME Corp).
  2. 2
    URL identifier (slug) — Auto-generated from the name. Important: immutable after creation. It will appear in your workspace URLs.
  3. 3
    Confirm — Click Create my organisation. You are automatically set as the Owner.
Tip: choose a clear, professional name — it will appear in settings and in shared URLs.
SaaS Audit TMMi — AT ConseilStart an assessment