Step-by-Step Instruction:


Step 1: Click Add/Connect a Company

New Users

After you sign up to DerbySoft for the first time, there is no company information yet. Click Add/Connect Company in the reminder.



Connect  Company Again

If you have already added or connected with a company and want to add or connect with another. Click on Add/Connect Company in the drop-down menu to proceed.



Step 2: Enter Company Name

Fill in the official company name in the contract.


For Existed Company

If the company name already exists in the system, click Connect, and enter the company connection process;


For Company Under Review

  • If the company exists but is under review. There will be a prompt on the page: “The ‘company name’ is under review, please contact the company administrator”, which means that the company has been created previously and has not yet been reviewed by the support team. 
  • During the review period, the company cannot be added or connected. Please wait for the support team to complete the review.



Step 3: Submit Successfully

After submitting the application for company connection, a review email will be sent to the  Company administrator. The result will be notified by system via email.


Once approved, an email of application for company connection passed will be sent to your email. Click the Go To Login button and start using DerbySoft products.

Tips:
After signing in, the company name will be displayed on the navigation bar.