Account Setup

This guide walks you through registering your account, setting up your organisation, and inviting your team.

Register your account

1. Go to the RAMSdoc sign-up page.
2. Enter your name, email address, and a password.
3. Verify your email address by clicking the link in the confirmation email.
4. Log in to RAMSdoc.

[Screenshot: Registration page with name, email, and password fields]

Tip

If you have been invited to an existing organisation, check your email for an invitation link instead of registering from scratch. The invitation will add you to the organisation automatically.

Set up your organisation

When you first log in, you will be asked to create your organisation. This is the company or business that owns the RAMS documents.

1. Enter your organisation name (e.g. “Acme Electrical Services Ltd”).
2. Select your industry from the dropdown list.
3. Add your company address and postcode.
4. Upload your company logo (optional — this appears on exported documents).
5. Click Create Organisation.

[Screenshot: Organisation setup form with name, industry, address, and logo fields]

Organisation settings you can configure later

Once your organisation is created, you can update these settings at any time from Settings > Organisation:

• Billing email — where invoices are sent
• Default PPE requirements — PPE that applies to all your documents by default
• Review periods — how often documents should be reviewed
• Risk matrix configuration — customise your severity and likelihood scales
• Branding — logo, colours, and fonts used on exported documents
• Accreditations — CHAS, SafeContractor, Constructionline reference numbers

Choose a plan

RAMSdoc offers four plans. You can start on the Free plan and upgrade at any time.

Feature	Free	Pro	Team	Enterprise
RAMS creation	Yes	Yes	Yes	Yes
Templates	Yes	Yes	Yes	Yes
Document approvals	Yes	Yes	Yes	Yes
AI credits per month	10	100	500	2,000+
Advanced AI features	Limited	Yes	Yes	Yes
API access	No	Yes	Yes	Yes
Supply chain portal	No	No	Yes	Yes
White-label branding	No	No	Yes	Yes
SSO	No	Yes	Yes	Yes
Max users	Limited	Limited	Unlimited	Unlimited

For full details, see Plans and Pricing.

Invite your team

Once your organisation is set up, invite team members so they can start creating and reviewing documents.

1. Go to Settings > Users.
2. Click Invite User.
3. Enter their email address.
4. Select their role (see below).
5. Click Send Invitation.

The invited user will receive an email with a link to set up their account and join your organisation.

[Screenshot: User invitation form with email and role selector]

Understand user roles

Each team member is assigned a role that controls what they can do in RAMSdoc.

Role	What they can do
Owner	Full access — billing, organisation settings, user management, document approval
Admin	User management, organisation settings, document management and approval
Manager	Create and edit projects, manage documents, review and approve, manage teams
Editor	Create and edit documents, participate in RAMS creation
Viewer	Read-only access to approved documents and sign-offs

Note

Only Owner and Admin roles can manage billing and organisation settings. Choose the most restrictive role that still lets the person do their job.

Set up teams (optional)

If your organisation has multiple teams or regions, you can group users into teams. This makes it easier to assign work and manage document access.

1. Go to Settings > Teams.
2. Click Create Team.
3. Enter a team name (e.g. “London Installations” or “Southern Maintenance”).
4. Add members and assign a team lead.

Team leads can manage their team’s members and approve team documents.

Add your certifications

Each user can store their competency certifications in their profile. RAMSdoc uses these to check that the right people are assigned to the right work.

1. Go to your Profile.
2. Under Certifications, add your qualifications — for example:
   • CSCS card number and expiry date
   • IPAF licence
   • PASMA certificate
   • First aid at work
   • Asbestos awareness
3. RAMSdoc will alert you when certifications are approaching expiry.

[Screenshot: User profile certifications section]

Next steps

Your organisation is set up and your team is invited. Now it’s time to create your first RAMS document.