Creating an Account | Latner Software Documentation

Creating an Account walks you through your first sign-in to Latner as a new user: where to go, which email to use, and how you set your own password, so you can get started without waiting on anyone. If you're a new user who can't log in, or you're looking for an invitation or a set-password link, this is the page you want.

Overview

Getting started with Latner takes a couple of minutes. Your administrator sets you up as a user, and you finish the job yourself the first time you sign in. There's no invitation email or set-password link to wait for: you go to your company's Latner web address, enter your email, confirm a code we email you, and choose your password.

Latner is 100% web-based, so there's nothing to install. Google Chrome gives the best experience, but any modern browser on desktop or mobile works.
Your account is created when your administrator adds you in Security › Users. You can't sign up on your own.
You sign in with the exact email address your administrator created your user with.
You set your own password on your first sign-in. Nobody else can set it or see it, including administrators.
Your first sign-in emails a one-time verification code to that address, so you need to be able to read email sent there.

Before You Begin

You'll need the following before your first sign-in.

Requirement	Where to Find It
Your company's Latner web address	Your administrator. It's your company's own address in the form yourcompany.latner.app.
The email address you were set up with	Your administrator. It's the Email on your user in Security › Users, and it must match exactly.
Access to that mailbox	Your normal email. The verification code for your first sign-in is sent there and nowhere else.
An Active Latner user	Security › Users. Your administrator creates you with Options › Create User, which needs the Create Users permission. A user with a status of Inactive is blocked at the sign-in page.

Administrators can't set a password for a user. The Create User dialog has no password field, and there's no password option on a user's record. Every user creates their own password on their first sign-in, and resets it themselves from the sign-in page after that.

Signing In for the First Time

Step 1 - Go to your company's Latner web address

Type your company's Latner address, such as yourcompany.latner.app, into your browser's address bar. Latner takes you straight to the sign-in screen.

Step 2 - Enter your email and select Continue

Enter the email address your administrator created your user with in Email, then select Continue. Use exactly that address - a different address for the same person, or a small typo, is a different account as far as the sign-in page is concerned.

The sign-in screen asks for your email first. Use the address on your Latner user, exactly as your administrator entered it

Step 3 - Enter the verification code

Because you haven't signed in before, the screen changes to Check your inbox and a verification code is emailed to you. Type it into Code and select Continue. If the email hasn't arrived after a minute or two, check your junk folder, then select Resend code and use the newest code you receive.

A first sign-in asks for an emailed code rather than a password, which proves the mailbox is yours before you choose a password

Step 4 - Create your password

Once the code is accepted, you're asked to create your password. Choose one, select Continue, and Latner opens. From now on you sign in with your email and this password - no more codes.

For Administrators: Setting Up a New User

A new user can only sign in once you've added them. Go to Security › Users and select Options › Create User. Every field is required:

First Name and Last Name - how the user appears throughout Latner.
Email - the address they'll sign in with. Double-check it before you save: it can't be edited on the user record afterwards.
Mobile Number - their contact number.
Branch - their home branch.

The Create User dialog has no password field - the new user chooses their own password on their first sign-in

Select Save. The user is created as Active and can sign in straight away, so let them know their email address and your company's Latner web address. Latner doesn't send them an invitation. Then use Options › Assign Permission Group on their record to give them access to the screens they need - see Users for more on managing users.

A new user's record. Status shows Active and Enabled is ticked, so the user can sign in; Email is read-only once the user exists

If you can't log in for the first time, the message on the sign-in page tells you why. Find yours below. Most fixes need your administrator, because they're about your user in Latner rather than anything you typed.

The sign-in page says "No account found with this email". What do I do?

The sign-in page doesn't recognise the address you entered. Check it for typos first. If it's right, ask your administrator to look in Security › Users and confirm that a user exists with exactly that email address - not a work alias, a personal address or a slightly different spelling.

If there's no user, the administrator needs to create one (see For Administrators: Setting Up a New User above). If the user was created with a mistyped email, it can't be corrected on the record, because Email is read-only. Create the user again with the correct address, and untick Enabled on the mistyped one so it's set to Inactive.

No account found means the address isn't set up for sign-in at all, so a password reset won't help - the user needs to exist in Security › Users first

The sign-in page says "You cannot sign in at the moment". Why?

This usually means your Latner user is Inactive. Setting a user to Inactive blocks their sign-in, and a password reset won't get around it. Ask your administrator to open your user in Security › Users, edit General Details, tick Enabled and select Save. The Status changes back to Active and you can sign in again.

The message an Inactive user sees after entering their email. It appears before any password or code is asked for

I entered my password and was told I don't have access to this organisation. What's wrong?

The message is Sorry, you do not have access to this organization. Your email and password were accepted, but you're signing in at a different Latner web address from your company's. Type your company's full address, such as yourcompany.latner.app, into the address bar without accepting your browser's autocomplete. How to Reset My Password has the step-by-step fix under Sign-in Problems.

FAQs

I'm a new user and I can't log in. Where do I start?

Follow Signing In for the First Time above: go to your company's Latner web address, enter the email your administrator set you up with, select Continue, enter the emailed code and create your password. If the sign-in page shows an error instead, If the Sign-in Page Refuses You explains each message.

I never received an invitation email. How do I get started?

There isn't one to wait for. Latner doesn't send an invitation when your administrator creates your user - you're ready to sign in as soon as they've saved you. Go to your company's Latner web address and follow the first sign-in steps above. The only email involved is the verification code sent during your first sign-in.

Can my administrator set my password for me?

No. Administrators can create users, set them Active or Inactive and assign permission groups, but they can't set, see or reset anyone's password. You create your own password on your first sign-in.

I've forgotten my password, or want to change it. What do I do?

Go to the sign-in screen, enter your email and select Continue, then under Can't sign in? select Reset password. There's no Change Password option inside Latner, so changing a password you know works the same way. How to Reset My Password walks through every step.

The verification code never arrived. What now?

The Check your inbox screen shows a masked version of the address the code went to, so check it looks like yours. Then search your junk or spam folder. If it's genuinely not there, select Resend code and use the newest code, as older ones expire.

Watch the Demo

Prefer to watch it? Step through the same flow here.