Onboarding & Registration

Get Started

This guide outlines the steps required to register an organization, obtain an Organization Invite Code, and connect client accounts.

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1. Register an Organization

To create an organization account, navigate to the Partner Portal registration page and provide the required details:

1. Organization Details
   Enter your company or organization name and physical business address.

2. Contact Information
   Provide a business website URL and contact phone number.

3. Service Categories & Scale
   Select the service categories applicable to your organization and enter your estimated client count.

4. Account Owner
   Enter the full name and business email address for the account owner. The registering account is assigned the Owner role with administrative and billing privileges.

5. Terms Acceptance
   Accept the Terms of Service and submit the registration form.

Upon registration, the organization dashboard becomes active and generates a unique Organization Invite Code.

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2. Connect Client Accounts

Every organization is assigned a unique 8-character code (e.g. PEAK2026). Clients use this code within the mobile app to link their accounts to your organization.

1. Distribute Invite Code

Copy the code from the dashboard header and provide it to clients during your onboarding process.

2. Client Code Entry

The client opens the RMP app (iOS/Android), signs up and during the initial onboarding, enters your organization code.

3. Roster Association

The client account is linked to your organization. Future scans and habit logs appear directly in your dashboard.

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3. Initial Setup Checklist

After logging in, complete the following initial setup items:

1. Verify Invite Code
   Confirm that your organization invite code is visible in your dashboard checklist.

2. Invite Team Members
   Navigate to Team to invite additional staff members and assign their roles (Admin, Manager, Viewer).

3. Send Client Invitations
   Invite clients individually via email or upload a CSV file of email addresses from the Clients tab.

4. Register Passkeys
   Navigate to Account to register a WebAuthn passkey (Touch ID, Face ID, or Windows Hello) for passwordless login.

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Related Documentation

• Overview Dashboard — Operational mission control and review queue.
• Active Clients — Manage active client rosters and coach assignments.
• Snapshot Analysis & Reviews — Review visual check-ins and submit feedback.
• Team Page & Staff Roles — Manage staff accounts and permissions.
• Licensing, Codes & Billing — Client Code quotas and subscription tiers.