WEBVTT

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Curate is invite-only, so there is no sign-up here. To sign in, choose Continue with single sign-on.

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Sign in with the account you were made a product operator with.

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Curate opens with You don't have a banking group on Curate yet. That is expected: an operator runs Curate, not a bank.

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Your banking group and its banks. A bank user's first time in Curate

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A bank user starts from the invitation email. If you have no account yet, the first email has you set one up, and a second email then brings the invitation itself.

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People on the bank. Inviting a colleague, and the roles they can hold

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A bank's administrator decides who else works on it. People sits at the foot of the sidebar.

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People lists everyone on the bank, with their role and whether they are active.

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Choose Invite someone, and type your colleague's email address.

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Pick their role. A Bank Administrator runs everything. An Analyst uploads the data and runs the analysis, but cannot approve it. A Risk Manager sets the assumptions and approves the analysis. A Viewer only reads.

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Send the invitation.

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It waits under Invitations, with the role and the date it expires, until your colleague accepts it.

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Your colleague's side. Accepting the invitation

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Your colleague opens the link in the email. Someone with no account yet sets one up there: their name and a password.

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Creating the account also accepts the invitation. The link works once; opened again, it says the invitation is invalid or expired.

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From then on they sign in to Curate like anyone else, and work on the bank with their role.

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A Risk Manager has Setup, but no People: only an administrator decides who works on the bank.

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Next, the deposit analysis, which the Risk Manager approves.