Getting Started
First steps: logging in, setting up your profile and finding your way around.
16 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 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 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 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 two-step verification (MFA)How to turn on two-step verification for your account and what to do if you lose access to your authenticator.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.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 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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