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ScryaHelp Centre

Quick start

This guide takes you from your first sign-in to your first verification request. The built-in setup guide walks you through the same steps, and you can replay it at any time.

Before you start

Business accounts are invite-only. Scrya sets up your organisation and invites your first Business Admin, who then invites everyone else. Your invitation email has the subject “Welcome to Scrya - You’ve been invited to join” followed by your organisation’s name.

  1. Open the email and click Accept Invitation & Set Password.
  2. On the Set Up Your Account screen, enter your name and a password, and agree to the Terms of Service.
  3. Click Create Account. Scrya takes you to your dashboard.

After you sign in, Scrya may show Secure Your Account. We recommend turning on two-factor authentication. See Two-factor authentication.

If your account has no organisation

If Setup Organization appears in the sidebar, your account isn’t linked to an organisation yet.

  1. Click Setup Organization.
  2. Enter your Organization Name.
  3. Optionally enter a Slug, a short identifier for your organisation. It can only contain lowercase letters, numbers and dashes. If you leave it blank, Scrya suggests one from the name.
  4. Click Create Organization. You become the Business Admin of the new organisation.

The setup guide

When you first sign in, a Welcome to Scrya window lists your setup steps. Click Start setup guide to begin, or I’ll explore on my own to close it for now. Business Admins get four steps. Business Users get steps 3 and 4 only.

  1. Confirm your organisation (Business Admins). Customers see your organisation’s name when they get a request. On Settings, click Edit on the Organization card to update it. See Organisation and profile settings.
  2. Invite your team (Business Admins). On Settings > Users, click Invite User. See Managing users.
  3. Add your first customer. On Customers, click Add Customer. See Adding customers.
  4. Send a verification request. On Requests, click New Request. See Creating a verification request.

Use Next and Back to move between steps, and Finish on the last one. Skip for now closes the guide. Don’t show this again turns it off.

The setup checklist

Until you finish or dismiss it, your dashboard shows a Finish setting up Scrya card with your progress. Click any item to jump to that step, or click Start guided tour (or Continue guided tour).

Items tick off on their own once your organisation has a customer, a request, or a second user. Confirm your organisation ticks off only when you click Next on that step of the guide. When everything is done, click Finish setup.

If you close the card or click I’ll explore on my own, the checklist won’t come back.

Replay the guide

  1. Click the question mark icon at the top of any page.
  2. Under Help & setup guide, click Restart guided tour, or pick a single step under Setup steps.

Your guide progress is saved in your browser, so it may start again on a different browser or device.

Troubleshooting

  • Organization Setup says you’re already part of an organisation. Your account is already linked. Click Go to Dashboard.
  • Your organisation couldn’t be created. If Scrya says the slug is taken, choose another one. If you see a reference such as ERR-XXXX-XXXX, see Error references.
  • Invite User is missing. Only Business Admins can invite users. See Roles and permissions.