Budget Holder Portal Guide

Welcome to our guide to accessing and getting the most from our industry-leading online portal. The system was designed in partnership with clients, support professionals, and budget holders to enhance your experience whilst working with any company within The Inclusivity Group.  

1. How to login

This section is here to help you find your way to our site and access your account so you can track and monitor the budgets of clients funded by you.

Just follow our step-by-step guide below:

First Navigate to crm.theinclusivitygroup.co.uk by searching this in your browser or clicking this link: The Inclusivity Group Portal.
Once you are on this page, please enter in the email that you gave us into the username box.
After, click on the password section and fill it in using the one-time password you were sent by us, or the password you set if you have logged in previously. If you are on your personal device you may want to select remember me, this will stop you from having to enter your details every time. (please note you should only do this on your personal devices that only you access for security reasons).
Click to login and you will be taken through to your account.

2. Account set up

Once you have logged in for the first time you will be taken to a series of set up screens. This section will help guide you through these screens so that your account is set up and ready to go. The set up needs to be completed to access your account.

2a. Data Preferences

The next page will ask you to set your data preferences.  You will need to select the data preferences that you would like turned on. We recommend having these all turned on.  

Click the toggle for which data preferences you would prefer. This will slide over and will turn partly blue to indicate your agreement or turn grey to indicate your disagreement.  
The Inclusivity Group Icon
Once you have read and toggled the ones you would like to click continue.
The Inclusivity Group Icon
Your preferences will now be saved and recorded.

Please bear in mind that in order to work with us we need permission to store your details, as otherwise we are unable to contact you and ensure all documents are up to date. 

2b. Terms of Use

The next page is our terms of use for the website, these need to be agreed to in order for you to use the website.  These will open on a different page one clicked.

Once you have read though them please agree to these by ticking the check box and selecting continue.  

Please note we will be unable to continue if the terms and conditions are not agreed to.

3. Tracking Budgets

In order to review and track budgets of your assigned users please follow the below process:

Select the users tab from the left menu bar.
When in the users list either scroll to find the person you are looking to review or type in their name.
Click their account to see their budget.