Welcome to ISO Mate. This guide walks you through the first steps: getting into an account, setting up your organization, inviting your team, and finding your way around. Each step links to a detailed guide when you want more.
Get into an account
If someone invited you, open the invitation email and accept it. When you have not used ISO Mate before, choosing a password from that invitation is what creates your account and joins their organization at the same time, so there is nothing to set up beforehand. If you already have an account, accepting adds their organization to the ones you belong to.
If you are starting fresh, create your account, then use Get Started to create your organization’s account. You can belong to more than one account and switch between them using the account name in the toolbar.
Signing up confirms the same way whether or not the address was already registered. If the address you enter already has an ISO Mate account, we email its owner to say so rather than sending a verification link, so check your inbox and sign in with your existing password, or reset it if you do not remember it.
Set up your organization
Open Settings then Account Settings to set your organization name, time zone, and business details. See Configuring Account Settings for the full list.
Invite your team
Invite teammates and control what they can do using roles. See Managing Users and Roles.
Everyone you add receives an invitation, and nothing is created for them until they answer it, so joining is always their decision. An invitation nobody has answered yet holds a place in your organization without adding a member.
While you are on a trial, an organization can hold up to ten people, counting invitations that have been sent and not yet answered. That is room enough to evaluate ISO Mate with the colleagues whose opinion you need, and subscribing lifts it to a ceiling no real team reaches.
Find your way around
You land on the dashboard, which summarizes your work. The left sidebar groups features such as DevOps, Quality Assurance, Sales, Help Desk, and Compliance, and the top toolbar holds Settings, your profile, notifications, and the AI Assistant. See Navigating the Dashboard.
Get help anytime
Open the AI Assistant from the toolbar and use Product Help to ask how anything works. See Using the AI Support Chat.
Related articles
- Configuring Account Settings
- Managing Users and Roles
- Navigating the Dashboard
- Using the AI Assistant
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