Identral
Log inStart Individual
Help centre

Help for every Identral workspace.

Choose the guide for your Individual, Professional, or Organisation workspace.

Contact support ↗
Guide

Individual: getting started

Create an account, begin your profile, and understand the personal dashboard.

  1. 1Add profile details directly or upload a supported document.
  2. 2Confirm extracted information before using it.
  3. 3Review expiry, quality, and consistency alerts.
Guide

Individual: forms and advisors

Use your profile for supported forms, guidance, and document drafts.

  1. 1Review every field before browser autofill.
  2. 2Give advisors enough context for a useful result.
  3. 3Edit generated documents before submitting them.
Guide

Professional: client setup

Understand the client invite, permission, and case setup flow.

  1. 1Invite a client or connect an existing Identral profile.
  2. 2Select a reusable application template.
  3. 3Keep access limited to the relevant client workspace.
Guide

Professional: case workflow

Work from readiness through request, review, and case completion.

  1. 1Compare requirements with the client vault.
  2. 2Request only the missing or outdated items.
  3. 3Keep tasks, messages, deadlines, and activity connected.
Guide

Identral for Organisations

Plan structured applicant and employee document operations.

  1. 1Define the intake and document-health problem first.
  2. 2Map the people, documents, and approval stages involved.
  3. 3Choose the employee band, controls, and implementation scope.
Guide

Organisation: workflows

Understand generation, routing, acknowledgement, and monitoring.

  1. 1Map existing organisation templates to structured data.
  2. 2Assign an owner and service level to each routing stage.
  3. 3Monitor document health, completion, and bottlenecks.
Guide

Sharing and permissions

Keep document access scoped and revocable.

  1. 1Share only the documents or workspace a participant needs.
  2. 2Choose the correct permission level.
  3. 3Revoke links and professional access when no longer required.
Guide

Privacy and support

Get help without exposing sensitive information.

  1. 1Never send passwords or authentication tokens.
  2. 2Describe the page, action, and exact error shown.
  3. 3Use the account email for privacy or deletion requests.
Need product-specific help?

Tell us which Identral layer and workflow you are using.

Browse FAQsContact support ↗