Account & support
Your account, scopes, settings and getting help.
Account and tenant scope basicsManage your sign-in and understand which data you're looking at.Support and contactGet help when something's wrong or unclear.Your account and securityManage your profile, password and two-factor authentication.NotificationsWhere Trine tells you about updates, reminders and things that need attention.External users (inspectors)Give inspectors or auditors a restricted, read-only login.Care home settings: overviewA map of your care home's settings areas, with links to each focused guide.Provider settingsProvider-level configuration, including the two-factor authentication policy.Managing the Help CentreHow a platform administrator creates and publishes Help Centre articles.Care home details and CQC dataKeep your home's name, address and CQC location details up to date.Billing and subscription informationSee your care home's plan and trial state.Readiness settings: sources, categories and evidence typesChoose what feeds inspection readiness and manage your action categories and evidence types.Compliance settings and document obligationsManage which compliance obligations apply to your home.Audit settings: templates, access and thresholdsCopy audit templates into your home, allocate access, and set scoring thresholds.Routine Check settings: templates, schedules, access and remindersSet up recurring checks, who records them, and reminder cadence.Training settings and training accessManage training modules, role allocation, and who can review training.Supervision and appraisal settingsManage supervision and appraisal session types and templates.Meeting types, templates and accessConfigure meeting types, their question templates, and who can view or edit them.Survey settings and templatesManage survey templates, cadence and open-duration.Register categories and settingsManage the categories used for incidents, risks, complaints and compliments.Resident and finance settingsConfigure funding sources, FNC rates and finance visibility.Room configurationSet up your bedrooms in bulk and reset the layout safely.Local-authority configurationMaintain the list of local authorities used for resident funding.Staff settings, job titles and accessManage job titles and what each staff member can do.Menu access and delegated permissionsControl which menus staff see and grant specific extra capabilities.Reply email and email-notification settingsVerify your home's reply email and manage notification preferences.Email templatesEdit the wording of the emails Trine sends.