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The first time you sign in, AI Ready sets up your organisation and your personal profile. What you see depends on your verified work-email domain.

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Setting up your organisation

The setup wizard at /get-started has three steps, shown as tabs: Organisation, You, and Confirm.

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Step 1: Organisation

If your domain doesn’t match an existing organisation, this screen is headed Set up your organisation, “We use your verified work email to create the right organisation.”, and the card reads Create your organisation.
Country and category are permanent. As the screen states: “Country and category are permanent. They can’t be changed after you create your organisation.” Choose carefully, there is no way to change them later.

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Step 2: You

Headed Create your Profile, “Tell us a little about you.”

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Step 3: Confirm

Review your details, then tick the consent box: “I agree to AI Ready handling my account and organisation information to provide the service and send essential service communications.” (with Privacy Policy and Terms links). Select Create organisation to finish. On earlier steps the button reads Continue, and Back returns to the previous step.

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Joining an existing organisation

If your domain already matches an open organisation, the wizard is headed Join your organisation, “We matched your verified work email to an existing organisation.” The card reads Join [organisation], notes You’ll join as a member, and the button reads Join [organisation]. You still complete the You step and consent, but you don’t create anything, you join automatically as a member, with no approval to wait for. (Owners and admins can also invite colleagues by email; an invitation sets your role, but anyone on the verified domain can join without one.)

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What can happen at setup

Which of these four you see is decided by your email domain:

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Completing your organisation profile (optional)

After setup you can add more detail at /get-started/profile, headed Complete your organisation profile, “Optional; you can finish this anytime from Organisation → Overview.” Only owners and admins can fill this in. Select Save profile to store it, or Skip for now to do it later.

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If an advisor set your organisation up

Some organisations are first entered by an advisor working on their behalf. If that’s you, your dashboard shows review alerts after you first sign in: Review your organisation profile and Review advisor permissions. Select Review on each, check what the advisor entered, and confirm, edit, or revoke as you see fit. The details are in Notifications and alerts.

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Changing your details later

  • Your personal profile can be updated from your personal settings (/settings/personal).
  • Your organisation profile (the optional details above) can be edited by owners and admins from Organisation → Overview.
  • Your organisation’s category and country can never be changed.

Roles

What owners, admins, and members can each do.

Navigating AI Ready

Find your way around once you’re set up.