Getting Started

This section covers the basics of accessing and navigating Platted.

In This Section

• Logging In - How to access your account
• Dashboard Overview - Understanding the main interface
• User Roles - Different user types and their capabilities

First Time Setup

When you first receive access to Platted, you'll receive an email invitation. The link in that email opens the account-setup page, where you choose a password and complete your profile.

Once logged in, you'll see the Orders Dashboard, which lists the orders belonging to your organization along with the document-processing progress on each one.