Sign up as a Provider

Created by Navigatr Support, Modified on Thu, 21 Nov at 4:53 PM by Navigatr Support

Ready to set up your Navigatr provider account and start issuing badges for your organisation? Here’s the step-by-step to get started. Bonus: You’ll have a free 14-day trial as a new provider!


Step 1: Start at Navigatr


Step 2: Select Provider Mode

  • In the sign-up options, choose Start Free Trial under New Provider. This enables you to create and issue badges for your organisation.

Step 3: Complete the Sign-Up Form

  1. Fill in your First Name, Last Name, and Work Email.
  2. Create a Password that meets security requirements.
  3. Accept the Terms and Conditions, Privacy Policy, and Supply of Services Agreement.
  4. Click Sign Up to proceed.

Step 4: Verify Your Email

  • Check your inbox (or spam folder) for a verification email from Navigatr.
  • Click Verify My Email in the email to confirm your account.

Step 5: Complete Your Provider Profile

  • After email verification, you’ll be prompted to enter details about your provider account:
    • Organisation Name: Enter the name of your organisation.
    • Your Role: Specify your role.
    • Recognition Goals: Select what achievements you’ll be recognizing, such as “Professional Development” or “Event Participation.”
  • Click Next to continue.

Step 6: Create Your First Badge with Badge Assistant

  • Navigatr’s Badge Assistant will guide you through setting up your first badge:
    • Describe the Achievement: Use the text box to describe the achievement you want to recognize.
    • Get Inspired: Check the example descriptions if you need ideas.
  • Click Create to generate your badge.

Step 7: Review, Publish, and Issue Your Badge

  • Your new badge is saved as a draft. Here’s how to get it ready for issuing:
    1. Review the Badge: Ensure all details are correct.
    2. Publish the Badge: Click Publish to finalise it. (Only published badges can be issued)
    3. Start Issuing: Once published, you’re ready to award the badge.

Step 8: Set Up Your Provider Branding in Provider Settings

  • To make your profile look professional, head to Provider Settings in the admin menu and set up your branding:
    • Logo: Upload your organisation’s logo.
    • Banner Image: Add an eye-catching banner.
    • Social Links: Link your social media profiles.
    • Description: Write a brief overview of your organisation’s mission and values.

        (These small details ensure your provider profile looks its best!)


Step 9: Explore the Dashboard

  • Now that your provider account is set up and branded, take a moment to explore the dashboard where you’ll manage badges, activities, and analytics.

You’re all set! With your free 14-day trial, start issuing badges and building meaningful recognition for achievements through Navigatr. Enjoy the journey!

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