Account Setup & Organisation Onboarding

Getting your organisation live on PolicySuite takes about ten minutes. This guide walks you through registration, workspace configuration, team setup, and security hardening — everything you need before distributing your first policy.

1. Creating your account

Go to app.policy-suite.com/register and enter your work email address and a strong password. PolicySuite will send a verification email immediately — click the link inside to confirm your address and activate your account.

If the verification email doesn't arrive within a few minutes, check your spam folder. The sender address is noreply@policy-suite.com. You can also request a new verification link from the login screen.

2. Setting up your organisation

After email verification, you'll be prompted to create your organisation workspace. Fill in:

• Organisation name — use your legal or trading name as it will appear on distributed policies
• Industry — used to surface relevant policy templates and framework recommendations
• Country — determines default regulatory context (GDPR, CCPA, etc.)

Submitting this form creates your workspace and assigns you the org_owner role — the highest privilege level in PolicySuite.

3. The onboarding wizard

Your first login lands on the onboarding checklist. PolicySuite guides you through the four core setup steps in order:

1. Add your first policy — browse the template library or upload an existing document
2. Invite your team — bring in admins, authors, and reviewers before going live
3. Set up a distribution — create your first employee distribution list
4. Enable security settings — turn on 2FA and review session policies

You can skip steps and return to them later. The checklist remains visible in your dashboard until all items are complete.

4. Inviting team members

Navigate to Settings > Team > Invite Member. Enter the colleague's work email address and select their role from the dropdown. An invitation email is sent immediately; the link expires after 72 hours.

Available roles during invite:

• org_admin — full operational access, second only to org_owner
• compliance_admin — manages policies and distributions
• policy_author — creates and edits policy drafts
• reviewer — approves policy drafts before publication
• auditor — read-only access to policies and audit logs
• employee — receives and acknowledges assigned policies

You can change any member's role at any time from the Team settings page — see the Roles & Permissions article for a full breakdown of what each role can do.

5. Enabling two-factor authentication

Two-factor authentication (2FA) is strongly recommended for all users with elevated roles, and required for org_owner and org_admin accounts before distributing policies to employees.

To enable 2FA on your account:

1. Click your avatar in the top-right corner and select Profile
2. Go to the Security tab
3. Click Enable 2FA and scan the QR code with an authenticator app (Google Authenticator, Authy, or 1Password all work)
4. Enter the six-digit code to confirm setup
5. Save your backup codes in a secure location — these are one-time codes you can use if you lose access to your authenticator

Org admins can enforce 2FA for all users in their workspace via Settings > Security > Require 2FA. Users who have not yet enrolled will be prompted on their next login.

Related Articles

• Creating Your First Policy
• Roles & Permissions: What Each Role Can Do
• Distributing Policies via Magic Links