Getting Started
Getting Started with Workprove
Welcome to Workprove
Getting started is quick and straightforward. This guide walks you through your first steps — from logging in to uploading documents and inviting your team.
Step-by-step setup guide
Follow these steps to get your account ready:
- Log in to your Hub — You'll receive an invitation email with a link. Click it to set your password and access your Hub for the first time.
- Review your onboarding plan — Head to the Onboarding section in the sidebar. You'll see every step laid out with due dates so you know exactly what's expected.
- Check your requests — Go to Requests to see any documents your Customer Success team has asked for. Each request shows what's needed and when it's due.
- Upload your documents — Navigate to Files and drag-and-drop your documents into the upload zone. Your team will be notified automatically.
- Invite your colleagues — Ask your Customer Success manager to send invitations to anyone else at your organisation who needs access.
- Explore help articles — Browse the Help section for guides on specific features. You can also use the chat widget to ask us anything.
A quick video walkthrough
Watch this 2-minute overview to see the Hub in action:
Tips for a smooth onboarding
- Upload documents early — The sooner we have what we need, the faster we can get you live.
- Check the Gantt timeline — The timeline on your Onboarding page shows how each step fits together and where you are overall.
- Use the chat — Hit the chat button in the bottom-right corner of any page to ask a question. We usually reply within a few hours.
- Keep an eye on due dates — Overdue requests will be flagged in your Hub and you'll receive a reminder email.
Need more help?
If you get stuck at any point, don't hesitate to reach out. You can:
- Use the chat widget on any page
- Email your Customer Success manager directly
- Browse more articles in this Help Centre
We're here to make sure your onboarding goes smoothly.