What is Advisor registration from Home Page?
Advisor Registration from Home Page is the process whereby from the diligentsia.co.uk website home page, an Advisor sets up an account on the platform for the first time. They may be an owner who comes to the site to set up a company and then invite additional users to register onto the platform to access that Company(or Group). The process of registration and setting up your company is free.
How to Register as an Advisor from the home page.
Step 1: Click Register at the top right corner of the website.
Step 1: Click Register at the top right corner of the website.
Step 2: Complete the registration form and make sure you use your firm's email address and select Register as Advisor, select what type of advisor you are and agree to terms and conditions and policies.
Step 2: Complete the registration form and make sure you use your firm's email address and select Register as Advisor, select what type of advisor you are and agree to terms and conditions and policies.
Step 3: Enter your firm's name or registration number(It must be a company registered at Companies House) and confirm.
Step 3: Enter your firm's name or registration number(It must be a company registered at Companies House) and confirm.
Confirm
Step 4: Fill in your firm's details, some are already prepopulated from Companies House, phone number, add your designation, add your website, confirm and add your firm's logo and click register.
Step 4: Fill in your firm's details, some are already prepopulated from Companies House, phone number, add your designation, add your website, confirm and add your firm's logo and click register.
Confirm the website, add your firm's logo and click register.
Step 5: A short description of your company is given and a welcome email has been sent to your email. Click next, you'll be taken to the login page, complete the login process
Step 5: A short description of your company is given and a welcome email has been sent to your email. Click next, you'll be taken to the login page, complete the login process
Welcome email.
Company description.
Login page.
Step 6: You are then taken to your dashboard
Step 6: You are then taken to your dashboard
FAQs
Q: Do I need a Companies House registration to sign up?
Yes, you must provide a valid UK Companies House registration number.
Q: Can I register without a logo?
No, uploading your firm's logo is mandatory during registration.
Q: Do I need to verify my email after registering?
Yes, you must click the "Verify Email" button sent to your inbox.
Q: What if I don't receive the verification email?
You should receive in a few minutes. If not, check your spam folder or request the email again.
Q: How long does it take to register?
The process is typically quick, taking just a few minutes.
Q: Is there a fee for registering as an advisor?
No, the registration process is free.
Q: What happens after registration?
You will be directed to the Client View dashboard.
Q: Can I edit my firm's information after registration?
Yes, you can update some details in the Company Settings section.
Q: What if my company details are incorrect?
You can manually adjust the information if the prepopulated data is wrong.
Q: Is my registration secure?
Yes, all information is encrypted and stored securely.
Q: Can I invite others to join after registering?
Yes, you can invite additional users once your company is set up.
Q: What if my company isn’t registered at Companies House?
Currently, Only UK-registered companies can be added.
Q: Can I save my progress during registration?
No, registration must be completed in one session.
Q: What do I do if I encounter an error during registration?
Contact support.
Troubleshooting FAQs: Advisor Registration from Home Page
Q: Why can’t I find the registration option on the home page?
A: Navigate to the top right corner of the website and click “Register.” Ensure you’ve selected the appropriate Advisor category before proceeding.
Q: What should I do if I don’t receive the verification email?
A: Check your spam or junk folder. If it’s not there, request a new verification email or contact support for assistance.
Q: Can I register without providing a Companies House registration number?
A: No, a valid UK Companies House registration number is required to complete the registration process.
Q: What happens if I enter incorrect company details during registration?
A: You can manually adjust incorrect details in the Company Settings section after registration.
Q: Why is uploading my firm's logo mandatory?
A: The logo is required to personalize your company profile and provide a professional representation on the platform.
Q: How long does it take to complete registration?
A: The registration process typically takes just a few minutes if all required information is ready.
Q: Can I save my progress and finish registration later?
A: No, registration must be completed in one session. Ensure you have all necessary details before starting.
Q: Is there any cost associated with registering as an Advisor?
A: No, the registration process is entirely free.
Q: What should I do if my firm is not registered with Companies House?
A: Currently, only UK-registered companies listed on Companies House can register. Non-registered firms are not eligible.
Q: Can I register using a personal email address?
A: No, you must use your firm’s email address to register as an Advisor.
Q: What if my firm’s prepopulated data from Companies House is incorrect?
A: You can update incorrect details manually during the registration process or later in the Company Settings section.
Q: Can I invite other users to join my company profile after registration?
A: Yes, you can invite additional users once your company is set up on the platform.
Q: What if I encounter a technical issue during registration?
A: Contact support immediately for assistance with resolving any errors.
Q: Is my information secure during the registration process?
A: Yes, all data is encrypted and securely stored in compliance with industry standards.
Q: What happens after I complete registration?
A: You’ll be directed to your Client View dashboard, where you can begin using the platform.
Q: Can I register multiple firms under the same account?
A: No, each firm requires its own registration. However, you can manage multiple companies after registration.
Q: What should I do if the registration form doesn’t load properly?
A: Refresh your browser, clear your cache, or try a different browser. If the issue persists, contact support.
Q: Can I change my firm's designation or objective after registration?
A: Objectives can not but Designations can be updated in the Company Settings section.
Q: Do I need to complete registration before accessing platform features?
A: Yes, registration must be completed to access the platform’s features and functionalities.
Q: How do I contact support if I face issues during registration?
A: Use the support bot on the website or email support@diligentsia.co.uk for prompt assistance.