After you receive the email in your inbox inviting you to Frankli, take note of your temporary password and proceed by clicking Sign up.

Creating your profile

First you will be asked to set up your own profile. This includes:

  • Setting a new password

  • Your location details

  • Your contact details

  • Your profile details

  • Your profile picture

You can read more about setting up your profile here.

The quick start guide

When your first log in, you will be presented with the Company quick start page.

We have designed this page to make your set up process go as smoothly as possible and to help you understand the different features Frankli offers.

Accessing the quick start guide

You can access this page again at any time by clicking on the Set up Frankli area of the sidebar.

Note: This will not be visible if you have completed all the steps or are not an admin.

Steps remaining

When viewing your admin dashboard, you can see at a glance where you have yet to set up Frankli by looking for the green text at the bottom right.

This will let you know how many steps you have left to complete to set up a feature.

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