Overview
Activate the guide workspace, complete the field profile, and confirm personal readiness before the first assignment.
Start using the app takes a guide from an invitation to a field-ready personal workspace. Complete this story before relying on Calendar, Programs, gear, account, or field-information workflows.
Getting started journey
From invitation to field-ready
- 01Guide
Register or sign in
Activate the invited account and connect it to the guide profile.
- 02Guide
Confirm access and navigation
Check the active role, lodge, tabs, and location state.
- 03Guide
Complete onboarding
Add identity, contact, tax, photo, and document information.
- 04Shared
Follow the review
Operations verifies the record or requests a correction.
- 05Guide
Maintain profile and documents
Keep personal details and professional credentials current.
- 06Shared
Confirm Seasonal Kit readiness
Review assigned equipment and request replacements when needed.
The starting journey
- Register or sign in — Open the current invitation, use the invited email, verify the account when required, and let Trailhead connect the invitation to the field profile.
- Confirm access and navigation — Check the displayed role, active lodge, available tabs, and location state before acting.
- Complete onboarding — Provide the required identity, contact, photo, DNI, and tax information; review professional documents; then submit the profile.
- Follow review — Watch the Profile status until Operations verifies the record or requests changes.
- Maintain the profile — Keep personal details, credentials, licenses, vehicle information, and document validity current.
- Confirm Seasonal Kit readiness — Review the season package assigned by Operations and request replacement of checked-out items when needed.
Readiness has more than one owner
The guide supplies accurate information and reports issues. Operations approves access, reviews onboarding and documents, prepares inventory, and resolves replacement requests.
Finishing onboarding does not create an assignment, approve a Program, or check out gear. It establishes the identity and access foundation those later workflows use.
Next: enter the correct workspace.