Account Setup & Organisation Onboarding
You can choose a policy or pack before setting up your workspace. The purchase flow asks for account details at checkout and business details after payment.
1. Choose your policies
Start in the shop. Open a policy or pack to review its description, scope and included policies, then add your choices to the cart.
2. Create an account or sign in
At checkout, new customers provide their name, work email, password and organisation name. Verify your email using the link we send, then continue to checkout. Existing customers can sign in to use their workspace.
If you need another verification email, follow the resend option on the verification screen. Check your spam folder, and use password recovery if you cannot sign in to an existing account.
3. Review and pay
Check your selected items, billing details and total before continuing to payment. Payment confirmation makes the purchased scope available for preparation; it does not generate documents automatically.
4. Personalise your purchase
Open Purchases and continue your paid order. Confirm your business industry, size and jurisdiction, then answer the questions for the policies you bought. Save your progress to return later.
Review the business details, answers and generation preferences before confirming generation. The resulting policies are drafts for your review. You can open each completed document from the order, even when other policies are still processing.
5. Set up the wider workspace when needed
General workspace onboarding remains available for policy management, team access and distribution. Buying a policy does not complete every workspace setup task.
If you have team-management permission, open Team Members and choose Add Team Member. Select the appropriate role and review the form before choosing Add Member. See Roles & Permissions for access guidance.
6. Secure your account
Open the account control at the bottom of the sidebar to reach Account Settings, then select Security to set up two-factor authentication. Follow the authenticator setup and verification steps, and keep your backup codes somewhere secure. The Sessions tab lets you review your sessions.
Still need help?
Email our support team at support@policy-suite.com — we typically respond within 24 hours.