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This page is for the person setting Elate up for a care organisation for the first time. You create an account, name your organisation, and become its Organisation Owner. Who can do this: anyone setting up a new organisation. The person who creates it becomes its Organisation Owner.
If your employer already uses Elate and has invited you, do not create an organisation. You would become the owner of a new, empty organisation instead of joining your team. If you sign in with the email address they invited, Elate asks Join followed by your organisation’s name instead. Follow Joining your team.

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Create your account and organisation

1

Open the sign-up page

Go to portal.elateuk.com. On the sign-in page, under New to Elate?, select Create an account.
2

Create your account

Fill in the sign-up form with your work email address. The sign-up options you see are set by Elate.
3

Verify your email, if asked

If you see Verify your email, enter the 6-digit code Elate sent you in Verification code and select Verify email. Select Resend code if it has not arrived.
4

Name your organisation

On Create your organisation, type your Organisation name (this is required) and Your name. If you leave Your name empty, Elate uses your email address in its place.
5

Create it

Select Create organisation. Elate opens your Operations dashboard, and you are the organisation’s Organisation Owner.
An account can create only one organisation. If you try again with the same account, Elate says “This account already belongs to an organisation.”

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Your first steps

Your organisation may use different words for some things, such as “Service users” instead of “Support recipients”. Elate shows your organisation’s words everywhere, so follow what you see.
1

Choose your words

In Settings > Terminology, rename words such as Support recipient or Visit so Elate speaks the way your service does. Do this first, so everyone sees your words from day one. See Terminology.
2

Check what each role can do

In Settings > Permissions, look over what each role can see and do, and change it if you need to. See Roles and permissions.
3

Set up groups

If you have more than one office or team, create groups in Settings > Groups. See Groups and offices.
4

Add the people you support

Select Support recipients in the sidebar, then Add support recipient. See Support recipients.
5

Add your team and invite them

Select Team in the sidebar, then Add team member. Give each person their role, then use Send invite on their profile so they get an invitation email. See Team members.
6

Get carers on the app

Ask carers to install the Elate Care app from their device’s app store and sign in with the email address you invited. See Install the Elate Care app and sign in.
Invitations are sent by Organisation Owners, Service Provider Admins and Care Managers. Add any other managers early, so they can help set up the team.

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Common questions

Select Sign out on that screen and do not create an organisation. Sign in with the email address your invitation was sent to. If you selected This is not my organisation (or None of these is mine) by mistake, sign out and sign in again, and Elate asks you again. See Sign-in problems.
Plans and billing are managed in Elate on the web. Open the profile menu at the bottom of the sidebar and select Billing. Only Organisation Owners and Service Provider Admins can manage it.
Yes. Owners and Service Provider Admins have more tabs in Settings, such as Branding, Notifications and Invoice templates. See Organisation settings.