Setting up your organisation
Setup at /get-started is a single page. If your domain doesn’t match an existing organisation, the page is headed Set up your organisation, “We use your verified work email to create the right organisation.”, and the card reads Create your organisation.
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) and select Create organisation.
Nothing else is asked at sign-up: your business function, job title and mobile are not
collected, and every organisation created here is a company.
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 enter your Full name 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.)What can happen at setup
Which of these four you see is decided by your email domain:Completing your organisation profile (optional)
Setup lands you straight on your dashboard. Your organisation profile can be completed whenever you like: from the Complete your organisation profile step on the getting-started checklist, the Complete Profile control on the AI Readiness page, or the Edit button on Organisation → Overview. Only owners and admins can fill it in, and an owner or admin completes it at the latest as the final step of submitting an evaluation. The form opens with a Confidential to your organisation banner: what you enter is stored securely, treated with care in line with our Privacy Policy, and used to prepare your assessments, reports and recommendations. The Organisation name is editable here by owners and admins (changing it renames your organisation), and the Registered legal business name pre-fills from it until you set your own. Fields are grouped Required and Optional:
The optional fields can be added or changed whenever you like. Select Save changes
to store it. You can start an evaluation before the profile is complete, but an owner or
admin submitting their own organisation’s evaluation completes the required profile
fields as the final Your organisation step before the run is submitted; the profile
tailors your assessment and report to your industry and size.
If an advisor sent you a sign-up link
An advisor organisation can give you a sign-up link or a short code. Following the link takes you to sign-in with the notice Advisor sign-up code applied. It will be used when you set up your organisation. On the set-up page the optional Advisor code field is then pre-filled (you can also type a code you were given), and the line under it tells you what will happen before you continue, for example “[advisor] will be connected as your advisor with read-only access.” Clear the field if you don’t want that. A code that can’t be used says why (“That code has expired.”, “That code has been used up.”, “That code is no longer active.”, or “We don’t recognise that code. Check it and try again.”) and setup waits until you fix or clear it. If you are joining an organisation that already exists, the code is applied only if you join as an owner or admin; otherwise ask an owner or admin to enter it under Organisation → Advisors with Enter advisor code. There, Check code first shows which advisor the code belongs to and the access it grants; Connect advisor then applies exactly the code that was checked. Once connected, the advisor appears on Organisation → Advisors as Active, where you can change its access or revoke it like any other advisor (see Partnerships).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.Changing your details later
- Your personal profile can be updated from your personal settings (/settings/personal).
- Your organisation profile can be edited by owners and admins with the Edit button on Organisation → Overview.
- Your organisation’s country can never be changed.
Related
Roles
What owners, admins, and members can each do.
Navigating AI Ready
Find your way around once you’re set up.