Getting started

Persate is used within an organization. An account opens the platform only once it belongs to an organization; the organization's administrators add members, choose their role and assign them to groups.

Ways to get access

• Invitation from an administrator — the usual route. The invitation email leads to a page where the password is set. See Account creation.
• Invitation for an existing account — an account that already exists but belongs to no organization receives a link to join the inviting organization.
• Account set up by an administrator — an administrator can also create the account with a password; no invitation email is sent then, and the sign-in details come from the administrator.
• Book a demo — an organization that does not use Persate yet can select Book a demo on persate.com. The request form asks for a name, a work email, the organization, a role and a short description of the goal; a member of the Persate team then replies by email to arrange a time. Sending the form does not book a meeting.

Sign up under the sign-in form creates an account, but Persate does not open the platform for it until an administrator adds it to an organization: every sign-in ends on Access Denied with the message Your account is not assigned to a Persate organization.

Before you start

• Access to the mailbox of the account's email address.
• For company files, a phone or another device with an authenticator app that generates six-digit codes. Two-step verification is optional for most accounts, but viewing and uploading company files requires it.

Steps

1. Account creation — accept the invitation and set a password, or sign up.
2. Two-factor authentication — pair the authenticator app at the first sign-in or later; company files require it.
3. First sign-in — sign in and open the Cockpit.

Using Persate then explains navigation, search and notifications, and Cockpit the start screen.

Common problems

• This sign-in link expired or We couldn't sign you in — links in Persate emails work only once and expire after a short time. Ask the administrator for a new invitation, or request a new password reset as described in First sign-in. When several emails arrive, use only the newest link.
• Access Denied after signing in — the account is not assigned to an organization. Open the invitation link from the email, or ask an organization administrator for an invitation.
• Request received after signing up, but no email arrives — check the address and the spam folder. The message is the same whether or not the address already has an account.

Pages in this section

• Account creation — accepting an invitation, joining an organization with an existing account and signing up.
• Two-factor authentication — pairing an authenticator app and confirming it with a code.
• First sign-in — signing in with a password or a Google or Microsoft account, resetting a password and the first screen.