First Login & Initial Setup

First Login & Initial Setup

Overview
After signing up and activating the account, the first login experience guides users through setting up their organization so they can immediately begin using SimplChek


Step 1: Log In
Go to the application portal:
SimplChek Login Portal
 
Then:
Click the Login button
Enter login credentials
 

 
Supported Login Methods
·        Email & Password
·        Google Sign-In
·        Microsoft Sign-In


Step 2: Create Your Company
After the first successful login, users are prompted to create their company profile.
 
Required Information

• Company Name
• Site Name
• Site Address

Then choose a plan
Read and accept the Terms and Conditions
Company Logo (optional but recommended)
Once completed, click Continue.

Step 3: Select Your Industry
Choose the organization’s industry from the dropdown list.
Examples may include:
·        Retail
·        Manufacturing
·        Hospitality
·        Healthcare
·        Logistics
·        Construction
·        Education
Click Continue to proceed.
 
Step 4: Define Team Size
Select the estimated number of users who will access the platform.
This helps tailor the workspace configuration and recommendations.
Click Continue.

Step 5: Choose Your Purpose
Select the primary reason for using SimplChek.

Click Continue.

 
🎉 Setup Complete
The organization workspace is now ready for use.
Users can immediately begin configuring audits, teams, and reporting workflows.
 
Recommended Next Steps
To get the best experience from SimplChek, complete the following setup tasks.
 
1. Create or Choose a Checklist  Template
Users can:
-      Use pre-built templates
-      Duplicate existing templates
-      Build custom templates from scratch
Templates help standardize inspections and reporting processes.


2. Set Up Locations
Add operational locations such as:
·        Branches
·        Stores
·        Warehouses
·        Offices
·        Sites
·        Departments
Locations help organize audits and reporting structures.
 
3. Configure Audits
Use the Form Builder to create structured audit workflows.
Possible configurations include:
-      Questions & checklists
-      Scoring systems
-      Required photo uploads
-      Signature fields
-      Conditional logic
-      Compliance checks
 
4. Customize Reports
Define how audit reports should appear.
Customization options may include:
·        Branding
·        Logo placement
·        Color themes
·        Report sections
·        Executive summaries
·        Export formats
 
5. Set Up Email Notifications
Configure automated email workflows for:
-      Audit completion alerts
-      Failed audit notifications
-      Scheduled reports
-      Team assignments
-      Compliance escalations
 
How Sign-In Works
SimplChek supports multi-device access.

Supported Devices
Users can log in from:
·        Computers (PC/Mac)
·        Tablets
·        Mobile Phones
 
Concurrent Device Limit
Accounts can remain logged in on up to 3 devices simultaneously.

Also check: Account & Billing
 
If the Device Limit Is Exceeded
Users will be prompted to:
-      Log out from another device
-      Or remove an active session

⚠️ Important Notes
A company must be created before audit features become available
Device limits may vary depending on the subscription plan
Organization administrators can later modify company settings and permissions
 
Need Further Help?
For support or onboarding assistance:
[email protected]