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Getting Started
First steps: logging in, setting up your profile and finding your way around.
20 guides
Getting StartedForms & AuditsTasks & RemindersObligationsHuman ResourcesDocumentsRisk ManagementAsset ManagementExternal PartiesHazardous SubstancesReports & ChartsVisitor ManagementNoticeboardTimesheetsWorkplace CentreSystem Administration
Activating your external-party accountHow contractors, suppliers, and other external parties activate the account invitation Teammate sends them.All usersAsking Ask Teammate for helpUse the Ask Teammate assistant on the help site to get step-by-step answers drawn from the guides, with links to its sources.All usersCreating forms and audits while offlineHow to fill in and submit forms or audits when you have no internet connection.All usersFinding your way around: sidebar, search & command menuAn overview of Teammate's main navigation: the sidebar, global search, and the command menu shortcut.All usersGetting Teammate notifications on your phoneTeammate can send a notification to your phone when a task, audit, form or document needs you. Here’s how to turn them on, choose what you’re notified about, and fix it when nothing arrives.All usersIn-app guides, Help Hub & setup checklistsWhat the in-app guides, the Help Hub button, and first-login setup checklists are for.All usersLogging in to Teammate (email, Google & Microsoft SSO)How to sign in to Teammate with an email/password account, Google, or Microsoft, on web and mobile.All usersRaising a support ticket from the appWhen the Teammate AI Assistant can’t sort it out, raise a support ticket from the Help & Support panel. Tell us whether it’s a bug, an enhancement request or a how-to question, and your chat goes with it — so you never repeat yourself.All usersResetting or changing your passwordSteps to reset a forgotten password or change your existing one from your profile settings.All usersScanning QR codes in TeammateHow to scan a Teammate QR code to jump straight to a form, asset, or record.All usersSetting up multi-factor authentication (MFA)Add a passkey, an authenticator app or email verification to your sign-in so a stolen password alone can’t open your account — and what to do if you lose access.All usersSwitching teams and associated accountsHow to move between multiple Teammate organisations or teams linked to the same login.All usersTroubleshooting sign-in problemsCommon reasons you might not be able to sign in to Teammate, and how to resolve each one — including “You’re not registered with Teammate” after a Microsoft or Google sign-in.All usersUnderstanding your Dashboard & "Needs your attention"What the Dashboard shows when you first log in, and how the "Needs your attention" section prioritises your work.All usersUnsubscribing from Teammate emailsHow to turn off specific Teammate email notifications without losing important alerts.All usersUsing the Teammate mobile app (tabs, quick-add, scan-in)An overview of the mobile app's bottom tabs, the quick-add button, and scan-in for fast on-site actions.All usersWatching walkthrough videos in guidesMany guides include a short walkthrough video showing every step performed in a demo organisation.All usersWhich Teammate features do I have access to?A plain-English explanation of how Teammate permissions decide what you can see and do.All usersWorking offline: the offline queueHow Teammate handles poor or no connectivity, and how queued work syncs once you're back online.All usersYour profile & personal settingsWhere to update your name, photo, contact details, and notification preferences.All users
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