What this covers: If you’ve been added to a Gatheroo account by your organisation, this guide explains what you can see and do, how to get set up and where to go for help.
Logging in
- Check your email for an invitation from Gatheroo. Click the link and set your password.
- Go to app.gatheroo.io to log in at any time. This will enable you to add your company’s subdomain. Alternatively, you can go directly to your account URL, which you will find in your welcome email.
- We strongly recommend setting up Two-Factor Authentication (2FA) immediately, it takes one minute and significantly reduces the risk of unauthorised access to client data.
Setting up your profile
- Go to My Account → My Details.
- Add your name, a profile photo and an email signature. These appear on emails sent to clients from requests you own.
- Click Save.
What you can do
- Create and manage requests: build forms, send them to clients, and track responses. See Create a New Request and Send a Request.
- Add and manage contacts: add new clients and keep contact details up to date. See Add a New Contact.
- Use comments: communicate with clients and @mention colleagues within requests. See Using Comments in Gatheroo.
- Use templates: create requests from pre-built templates to save time. See Creating and Managing Templates.
What you cannot do as a Member
Members cannot access Global Settings, manage billing or change account-wide settings. If you need something done that requires those permissions, contact your Account Owner or an Admin.
Requests assigned to you
If a colleague assigns you as the owner of a request, it will appear in your Requests dashboard. You’ll also receive email notifications for activity on requests you own.
Getting help
The Help & Resources section on your Dashboard links to these guides. If you have a question your Account Owner can’t answer, the Gatheroo support team is available via the chat widget in the app.