Agency Set Up Overview

Key steps to get it done right

For new agencies, the key steps which should be taken by your agency or Forms admin are shown below. Please note this process involves two stages: firstly setting up your agency in the platform, secondly inviting users to join.

Here are the steps involved including links to the relevant help pages:

1. Create an account (or use your existing SAILIS login if you have one).
2. Set up your agency in the platform
3. Select and add a REISA Master Forms subscription
4. Invite users
5. Configure your account (eg add your logo, set your address etc)
6. Create templates for your most most used Forms

Note: we will verify your membership or eligibility after you have set up your account. Until we do this, you will have full access but will not be able to move a Form past ‘draft’ status.