Welcome to our guide to accessing and getting the most from our industry-leading online portal. The system was designed with our clients, support professionals, and budget holders in mind to make your support experience as smooth as possible.
This section is here to help you find your way to our site and access your account so you can track and sign any sessions you may have.
Just follow our step-by-step guide below:
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.
The first page you will land on is the password page. This allows you change your password. This is handy if you want to change the autogenerated password we give you to something you will remember, or just fancy a change. Follow the instructions below to do this:
The second page will ask you to set your signature. This will allow you to sign sessions without having to write it out every time.
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.
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.
The welcome pack is an agreement between us and those we work with outlining our terms and conditions for working with us. This section will bring up our welcome pack for you to read and agree to by checking a box. Please note if the welcome pack is not agreed to, we will not be able to continue further.
Once your account is up and running and you will be able to view all your support sessions that you have booked. There are two ways to view these list view and calendar view.
Calendar view is what is on the home page of your account when you login. This allows you to see all booked sessions across the months.
To navigate between each month, select the arrows in the top right corner. Each time you select an arrow it will move one month in the direction chosen. Back arrow will take you back to the previous month. Forward arrow will take you to the next month.
If you are on a future or past month and want to be taken to today’s date, select the today button between the arrows and you will be brought back.
This will show all your sessions in the form of a list, detailing the dates, time, and the support professional.
To navigate to the list view, select the recent sessions tab towards the top of the page. In the upper left-hand corner, you will see a box saying all, if you select this you can filter to only see certain sessions.
Once you have had a support session you will need to review and approve them. These should be signed within 48 Hours of the session taking place. There are two ways to sign a session. Single Sign and Bulk Sign.
In order to use single sign you navigate to recent sessions and find the session you would like to sign. Then click the three dots, this will take you to the session information and summary. Make sure that the dates and ties match and read the comments made by the support professional. Last either draw your signature in the grey box or click used stored signature and then click sign.
This is useful when you have lots of sessions to sign at once. Next to your sessions that need siging you will see a little box before the 3 dots, if you select all the boxes next to the sessions you would like to sign and then click the actions box (grey box in the top right) and select sign it will take you through to the bulk sign page with all the selected sessions. From here you can click through the tabs to review the whole session summaries or you can look at the sign page which gives all the dates and times. Either draw your signature in the grey box or click used stored signature and then click sign, this action will sign all selected sessions at once.
Throughout the year you may want to review your DSA budget, this allows you to see how much of it you have used and how much you have remaining. To view you budget simply click on my profile and navigate to budget information.
The team are here to support you as and when needed. Please do not hesitate to contact us via the link below.
We want our website to be as accessible as possible, so our team is busily editing a BSL video for this section.
