Use this guide to help you set up your Rossum organisation with your chosen Partner, enabling them to support the management or configuration of your solution as required. In Rossum, an organisation can be used by multiple users, which you can control from the Users section in Settings.
1. Set your password and sign in
Firstly, Rossum will set up your organisation. This will automatically send you an email with a link asking you to set (or reset) your password. Follow the link in that email to create your password.
After setting your password, sign in to your Rossum organisation with your details.
2. Invite your partner as a user
Next, you should invite your Rossum Partner as an Admin to your organisation. This is the stakeholder from your Partner who will be helping to manage and/or configure the solution.
Open Settings in the Rossum platform and go to Users.
Click Add user.
Fill in the details of your Partner who requires admin access:
First name
Surname
Email address (this will also be their username)
Role: select Admin
Click Add user to confirm. This triggers an invitation email to your Partner.
3. What happens next
Your partner will receive the invitation email and can follow the instructions in that email to access your organisation. They will coordinate with you for delivery and management of the solution.