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Your account is signed in, but an administrator hasn't assigned you a role yet. Ask your admin to set you as an employer or an employee.

DirectMe Accounts
ADMIN

Create New User

Accounts are provisioned here. There is no public sign-up — you set the role, then hand over the credentials.

Shown in DirectMe.
Decides which CRM they land in, on the website and in DirectMe.
Share this with them. They can change it later.
The company this employer runs.
Start typing to pick an existing company.

Create Business Account

Create a company account and assign its branding and Team ID. Its employees see this name and these logos everywhere in the portals.

Employees will use this Team ID to join the company.
The logo with the company name in it. Used in the sidebar.
The logo on its own, no wording. Used where space is tight.

Companies on file. Press Edit to change a company's name or replace its logos — saving rebrands their portals straight away.

Users

Everyone with an account, and where they land when they sign in.

UserRoleTeamStatusCreatedActions
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