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How Can a New User Register for an Association

Setting up an Association Profile as a new user in the Synkli mobile app is quick and easy. Follow the simple steps below to prepare your profile.

Step 1: Download the Synkli App on your device.

Step 2: Access the login screen and find the ‘Create Account’ option at the bottom.

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article--new-user-register-for-association-step-2

Step 3: Tap ‘Create Account’ to start the registration process. Enter your personal information, and click the ‘Sign Up’ button.

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Step 4:
- Email Verification: An email will be sent to the user’s email address provided during registration. Find the six-digit verification code and enter it in the app to complete the verification step.
- Phone Verification: A message will be sent to the user’s provided phone number after email verification. Find the six-digit verification code and enter it in the app to complete the phone verification step.

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article--new-user-register-for-association-step-4

Step 5: A ‘Registration Successful’ screen will appear. Click, continue. Now, the user will be asked to choose an accountant first.

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Step 6:
- Once you select your preferred accountant, the user will be directed to the ‘choose the purpose of your visit today’ screen.
- Now, the user is to answer the purpose of his/her visit and explain the entity's nature; like in the present case, we select association registration.

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Step 7: Upon selecting the association registration, the user will be directed to a new screen requiring the user’s information; click ‘Continue’.

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article--new-user-register-for-association-step-7

Step 8: A registration form will open, and the user will carefully read and fill out all the fields.

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article--new-user-register-for-association-step-8

Step 9: Once the form is completed and submitted, a pop-up window will appear, prompting the user to 'Switch Profile.'

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Step 10: Your profile is all set. Welcome to your dashboard. Now, you can click the menu icon to view your profile and review and edit all your new profile information.

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article--new-user-register-for-association-step-10

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Get Started with Synkli Account Registration Guide Sign Up with Invite Email Accessing the Onboarding Wizard Setting Up Tax Profile Security and Authentication Settings User Files Folder Accountant's Files Folder Authorised Files Folder First Time Login - Two Factor Authentication

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