--- title: Before your organisation can use the portal description: Understand the agreement, account setup payment, training and user-list steps before portal access begins. --- [Skip to content](https://help.ecctis.com/verification/verificationknowledgebase/before-your-organisation-can-use-the-portal#main-content) English - United Kingdom Show submenu for translations ![Logo-1](https://help.ecctis.com/hs-fs/hubfs/Logos%20and%20branding/Logo-1.png?width=201&height=61&name=Logo-1.png) Open main navigation Close main navigation - English - United Kingdom Show submenu for translations - [Contact us](mailto:verificationservices@ecctis.com) [Contact us](mailto:verificationservices@ecctis.com) How can we help you? - There are no suggestions because the search field is empty. 1. [Ecctis Verification](https://help.ecctis.com/verification?hsLang=en-gb) 2. [Getting started](https://help.ecctis.com/verification/getting-started?hsLang=en-gb) 3. [Onboarding and setup](https://help.ecctis.com/verification/getting-started?hsLang=en-gb#onboarding-and-setup) # Before your organisation can use the portal ## What needs to happen before users are invited to register. Before your organisation begins using the portal, Ecctis will complete the agreed onboarding steps with you. ## Agreement and account setup 1. The Ecctis sales team will provide a draft agreement setting out service expectations for both parties. 2. Once you confirm that you wish to proceed, Ecctis will issue the final agreement for signature through DocuSign. 3. Unless agreed otherwise, Ecctis will invoice your organisation for any agreed account setup costs. 4. The agreement and any required fees must be completed before user registration can begin. ## Initial training A member of the Ecctis team will arrange an initial training session for your users. This session covers how to use the portal and gives users an opportunity to ask questions. Training sessions can be recorded and shared by secure link. Please confirm whether you would like the session recorded when training is arranged. ## User list Once onboarding is complete, Ecctis will ask you to provide the full list of required users and their email addresses. Each user will then receive an individual registration link. **Need support?** Contact [verificationservices@ecctis.com](mailto:verificationservices@ecctis.com) if you need help with portal access, an order, a verification check or account users. - [FAQs](https://help.ecctis.com/verification/faqs?hsLang=en-gb#main-content) - [Outcomes and appeals](https://help.ecctis.com/verification/faqs?hsLang=en-gb#outcomes-and-appeals) - [General questions](https://help.ecctis.com/verification/faqs?hsLang=en-gb#general-questions) - [Documents and consent](https://help.ecctis.com/verification/faqs?hsLang=en-gb#documents-and-consent) - [Getting started](https://help.ecctis.com/verification/getting-started?hsLang=en-gb#main-content) - [Overview](https://help.ecctis.com/verification/getting-started?hsLang=en-gb#overview) - [Dashboard basics](https://help.ecctis.com/verification/getting-started?hsLang=en-gb#dashboard-basics) - [Onboarding and setup](https://help.ecctis.com/verification/getting-started?hsLang=en-gb#onboarding-and-setup) - [Registration and access](https://help.ecctis.com/verification/getting-started?hsLang=en-gb#registration-and-access) - [Troubleshooting](https://help.ecctis.com/verification/troubleshooting?hsLang=en-gb#main-content) - [Unable to verify](https://help.ecctis.com/verification/troubleshooting?hsLang=en-gb#unable-to-verify) - [Missing information](https://help.ecctis.com/verification/troubleshooting?hsLang=en-gb#missing-information) - [Appeals and cancellations](https://help.ecctis.com/verification/troubleshooting?hsLang=en-gb#appeals-and-cancellations) - [Status updates](https://help.ecctis.com/verification/troubleshooting?hsLang=en-gb#status-updates) - [Registration issues](https://help.ecctis.com/verification/troubleshooting?hsLang=en-gb#registration-issues) - [General](https://help.ecctis.com/verification/general?hsLang=en-gb#main-content) - [High-risk countries](https://help.ecctis.com/verification/general?hsLang=en-gb#high-risk-countries) - [Candidate documents](https://help.ecctis.com/verification/general?hsLang=en-gb#candidate-documents) - [Qualification documents](https://help.ecctis.com/verification/general?hsLang=en-gb#qualification-documents) - [Primary Source Verification](https://help.ecctis.com/verification/general?hsLang=en-gb#primary-source-verification) - [Qualification records](https://help.ecctis.com/verification/general?hsLang=en-gb#qualification-records) - [Consent](https://help.ecctis.com/verification/general?hsLang=en-gb#consent) - [Candidate records](https://help.ecctis.com/verification/general?hsLang=en-gb#candidate-records) - [Submitting checks](https://help.ecctis.com/verification/general?hsLang=en-gb#submitting-checks) - [Reports](https://help.ecctis.com/verification/reports?hsLang=en-gb#main-content) - [Tracking progress](https://help.ecctis.com/verification/reports?hsLang=en-gb#tracking-progress) - [Verification methods](https://help.ecctis.com/verification/reports?hsLang=en-gb#verification-methods) - [Reports and downloads](https://help.ecctis.com/verification/reports?hsLang=en-gb#reports-and-downloads) - [Completed outcomes](https://help.ecctis.com/verification/reports?hsLang=en-gb#completed-outcomes) - [Timescales](https://help.ecctis.com/verification/reports?hsLang=en-gb#timescales) - [Account](https://help.ecctis.com/verification/account?hsLang=en-gb#main-content) - [Credit expiry](https://help.ecctis.com/verification/account?hsLang=en-gb#credit-expiry) - [Invoices and payment](https://help.ecctis.com/verification/account?hsLang=en-gb#invoices-and-payment) - [Credit balance](https://help.ecctis.com/verification/account?hsLang=en-gb#credit-balance) - [Buying credits](https://help.ecctis.com/verification/account?hsLang=en-gb#buying-credits) - [Pricing and bundles](https://help.ecctis.com/verification/account?hsLang=en-gb#pricing-and-bundles) - [User management](https://help.ecctis.com/verification/account?hsLang=en-gb#user-management) - [Settings](https://help.ecctis.com/verification/settings?hsLang=en-gb#main-content) - [Portal navigation](https://help.ecctis.com/verification/settings?hsLang=en-gb#portal-navigation) - [Profile and organisation settings](https://help.ecctis.com/verification/settings?hsLang=en-gb#profile-and-organisation-settings) - [Support](https://help.ecctis.com/verification/support?hsLang=en-gb#main-content) - [Concerns and complaints](https://help.ecctis.com/verification/support?hsLang=en-gb#concerns-and-complaints) - [Contact support](https://help.ecctis.com/verification/support?hsLang=en-gb#contact-support) - [Integrations](https://help.ecctis.com/verification/integrations?hsLang=en-gb#main-content) - [Portal integration](https://help.ecctis.com/verification/integrations?hsLang=en-gb#portal-integration) - [Internal systems](https://help.ecctis.com/verification/integrations?hsLang=en-gb#internal-systems) Copyright © 2026, Ecctis