Email verification

In simple words

Email verification is part of Workspace. Verified accounts before anyone gets access. You do not have to do anything for it to work — this guide shows you where to see it.

Where it fits in your work — Invite. Invite people by email with a role; verified accounts get access to exactly the panels you choose.

Before you start

• You need to be signed in to your company's workspace. Workspace appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Email verification belongs to Organisation in Workspace. Verified accounts before anyone gets access.

How it works

1. 1

   Step 1

   Open Workspace

   Sign in to your company's Workspace. You see only what your role allows.

2. 2

   Step 2

   Nothing to set up

   Email verification works on its own. Verified accounts before anyone gets access.

3. 3

   Step 3

   See it at work

   Open “Set up Northwind Demo” — the screen on the right is where its effect shows.

Tips

• You can use more than one filter together (Company name, Legal name (optional), What does your company do?) to see exactly the records you want.
• The search box accepts: As registered. Start typing and the list narrows down.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Workspace → Nothing to set up → See it at work

What it connects to

• AI Intelligence

  Ask questions across all of the data the Workspace oversees.

• Help & Support

  Help and requests to the product team, from inside the Workspace.

• Client & Student Portal

  Decide who outside your company gets a portal, and see their activity.

What you will see on this screen

These are the parts of the Set up Northwind Demo screen, exactly as they appear in the product.

Why use Workspace

Workspace replaces dashboards, user admin, automation & integration tools, on the same login and the same data.

• See the whole company on one screen instead of opening ten tools
• Control who can see and do what, down to a single action
• Automate follow-ups across every panel without developers
• One audit log and one place for billing, brand and security

Who uses Workspace

• Founders & owners

  Watch the whole company on one dashboard and control access, billing and brand.

• Administrators

  Invite people, assign roles, import data and switch panels on or off.

• Managers

  Open any panel's analytics with date, department and owner filters.

• Everyone

  Get one notification inbox and one place to manage their own sessions and devices.

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