Setting up your company account
Page 1:
Company legal name - the legal name your company trades under.
Country - the country your company is legally registered in.
Company registration number (optional).
Then click the blue Next button
Adding users: Only one person from your organisation needs to complete the initial sign-up flow to create a Risk Ledger account for your organisation. Once you have set-up your account you can add additional users from the Settings > Users page.
Page 2:
Trading names - any other names your company is known by (optional).
Registered office address - the registered address for your company.
Web address - the website address for your company.
Business phone number - the number we can use to contact your company.
Then click the blue Next button
Page 3:
Email - your work email address.
Name - your first and last name.
Team - select the team that best represents your role (this does not change what you view in the platform).
Password - add your account password.
Then click the blue Next button.
Page 4:
Here enter the code that has been sent to the email address that was provided during step 3.
Page 5:
Here you will setup MFA in order to ensure your account is secure. Here is how to get setup:
You scan the QR code shown below on your authentication app or password manager. Such as; Google Authenticator, Microsoft Authenticator or your preference.
Once added you will be able to enter the code provided by your authentication app or password manager in the Enter Code box shown in the screenshot below and you will then you will be logged in.
If you are unable to proceed with two factor authentication via time-based one-time password. You can as a fallback register using SMS as an option. Here is how to get setup:
Select "No thanks, I'll use SMS authentication instead." you will then be able to enter your preferred mobile number and you will receive a code which you can use proceed.
As a security focused business, it is really important to us that your organisation and personal details are kept secure when you using our platform. Two factor authentication is one of the best ways to do this for any user account. You can read more about why it is important in this article by the National Cyber Security Centre.
You have now created your account and will see the welcome modal.
Creating your client account
After the welcome modal you are prompted to select the type of account you need to create. Select either the Supplier or Client option from the options displayed.
Your account has now been created.
Switching to an Authenticator App
You can switch from SMS two factor authentication to using an authenticator app.
Navigate to Settings > My Account and scroll down to Configure 2FA to connect your chosen authenticator app to the account. See this article for a list of Authenticator apps.
If you would like an in-depth guide on enabling 2FA via app-based authentication, this can be found here.
Enabling Single Sign On
Risk Ledger offers Single Sign-On (SSO) functionality to all paid clients. To set up SSO follow the instructions linked here.