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Getting started

Account Setup and First Login

3 min readUpdated Nov 202612 steps

Set up your access to the Platform, complete your profile, check the site details and invite your team.

Create your account

Section titled “Create your account”

  1. Your Guide-ID onboarding e-mail announces a separate invitation e-mail from the Platform (“You are invited!”). Open that e-mail and click Register now.

  2. Complete the registration form and choose your own password.

  3. Log in at platform.guide-id.com.

Complete your profile

Section titled “Complete your profile”

  1. Click your name at the bottom of the sidebar and choose My profile.

    The menu under your name at the bottom of the sidebar, with My profile and Log out.

  2. In the Personal tab, enter your First name, Last name and Region (locale), then click Save.

    The Personal tab of My Profile with First name, Last name, Region (locale) and Save.

  3. In the Email Preferences tab, switch on Receive e-mail for this site for your site, then switch on Hardware Notifications to get a weekly e-mail about device status. These switches apply immediately; there is no Save button.

    The Email Preferences tab with the switches per site and Hardware Notifications.

For all profile options, see Managing Your Profile.

Check the site settings

Section titled “Check the site settings”

  1. Go to Site settings → General in the sidebar.

  2. Check Country, City, Address line 1 and 2, Postal code and Time zone. The time zone matters: it determines what “today” and “yesterday” mean on the Dashboard and Podcatchers pages.

  3. Click Save.

For every field, see General Site Settings.

Invite your team

Section titled “Invite your team”

  1. Go to Site settings → Team in the sidebar.

  2. Click Add new teammate and enter the E-mail address, First name and Last name; optionally pick one or more Functions. Choose a Role: Admin, Tour builder or Viewer (the default).

    The Add a team member popup with E-mail address, First name, Last name, Functions and Role.

  3. Click Save. The Platform confirms with “Invite sent”.

New colleagues receive an invitation e-mail with a Register now link. Colleagues who already have a Guide-ID account for another site only need to sign out and back in. For details, see Adding Team Members.

Next step

Section titled “Next step”

Your account is ready. Continue with the Quick Start Guide to connect your hardware and create your first tour.

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