Getting started
This chapter takes you from your first email to your first week of work in VirgilTrack. Read it once when you join. Come back to it when you need to reset a password or change your details.
Start with the guide for your role
Section titled “Start with the guide for your role”| You are | Follow |
|---|---|
| The CEO of an organisation that is new to VirgilTrack | Set up your organisation, step by step |
| A manager | Your first week as a manager |
| An employee | Your first week as an employee |
| A VirgilTrack administrator | Platform administration, and step 2 of Set up your organisation, step by step |
Not sure which role you have? See Roles and what each can do.
How people join VirgilTrack
Section titled “How people join VirgilTrack”Everyone in VirgilTrack belongs to an organisation, such as a village council, a town council or a municipality. You join in one of these ways.
| Your situation | What you do | Read |
|---|---|---|
| Your organisation doesn’t use VirgilTrack yet. | Fill in the sign-up form with your organisation’s details, departments and people. A VirgilTrack administrator checks it before anyone is invited. | Sign up your organisation, then Set up your organisation, step by step |
| You received an email called “Invitation to Virgiltrack”. | Select Setup Account in the email, fill in your details and confirm your email address. | Accept an invitation |
| You received an email with a Set my password button. | Choose a password, then sign in. | Accept an invitation |
| You were sent a personal demo link. | Open the link to explore a sample municipality. | Try VirgilTrack with a demo link |
| You already have an account. | Sign in with your email address and password. | Sign in and sign out |
What you need
Section titled “What you need”- A web browser on a computer, tablet or phone. VirgilTrack runs in the browser, so there is nothing to install.
- Your own work email address, and access to its inbox. VirgilTrack emails you links and codes while you set up your account.
- A photo of yourself, as a PNG or JPG file. The set-up form asks for one.
- Your mobile number. The set-up form asks for it, and VirgilTrack can use it to send you reminders by text message or phone call. You can confirm the number with a code then, or later in Settings.
Your first day, step by step
Section titled “Your first day, step by step”Setting up a new organisation? Start with Set up your organisation, step by step instead.
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Set up your account from your invitation email and confirm your email address with the 6-digit code. See Accept an invitation.
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Sign in with your email address and the password you chose. See Sign in and sign out.
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Check your profile and set your time zone in Your picture, then Settings. See Your profile and sign-in details.
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Learn the parts of the screen: the menu, the header and the team bar. See Find your way around.
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Follow the guide for your role through the rest of your first week: your tasks, your risks and your weekly reports.
In this chapter
Section titled “In this chapter”- Sign in and sign out: get into VirgilTrack, see where you land, and leave safely.
- Sign up your organisation: register a new organisation with its departments and people.
- Set up your organisation, step by step: for the CEO, every step from the sign-up form to the first weekly reports.
- Accept an invitation: set up your own account from the email you received.
- Reset a forgotten password: get a link by email and choose a new password.
- Find your way around: the menu, the header, the team bar, notifications and the Virgil assistant.
- Your profile and sign-in details: your photo, name, password, sign-in email, mobile number and time zone.
- Your first week as a manager: your team and department, your risk register, delegating work and your team’s weekly reports.
- Your first week as an employee: your tasks, the risks you look after, your weekly report and check-in, and Virgil Copilot.
- Try VirgilTrack with a demo link: the guided tour and the demo bar.