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PUTTRU Platform: How to onboard in a few minutes

We designed the PUTTRU Platform with your data security as our foundation. And, of course, to ensure you receive the optimal User Experience. Therefore, what you will find when creating your account is a platform that is easy to use, while having several levels of authentication. 

 

Your journey starts here

PUTTRU PLATFORM SIGN IN

Once you click the button ‘Platform’ the link will direct you to the PUTTRU Platform site.

You should use the most recent versions of Google Chrome, Microsoft Edge, Mozilla Firefox, Safari and the others to ensure it works properly.


PUTTRU Platform: How to onboard in a few minutes

Complete this section of the form with your personal details.

Note that the user creating the account will be the party representing their company’s interest on the PUTTRU Platform. Therefore the user should be someone with a relevant decision-making capacity.

The Standard Terms & Conditions and Privacy Policy must be ticked before you may Sign Up.

We encourage our prospective clients to spend time to review the Standard Terms & Conditions and Privacy Policy even before filling the Sign Up form.


PUTTRU Platform: How to onboard in a few minutes

Email verification

This marks the first authentication process. Check your email for the email verification from PUTTRU.

PUTTRU Platform: How to onboard in a few minutes

Although unlikely, if you do not receive this email in a few minutes do check your junk folder.

Furthermore, note that the link may expire if not used within a short time. If this should happen, simply request for a new link.


Create an account for your company

PUTTRU Platform: How to onboard in a few minutes

This is the stage where you provide the minimum information to allow PUTTRU conduct a background check on your company.

PUTTRU Platform: How to onboard in a few minutes

In attaching your Company’s Logo the relevant file extension for the image is PNG or JPEG, and should not be more than 2MB. The same for all files that can be uploaded on the platform.

Note that, except where specified as ‘optional’, completion of all sections of the form is a must before you can proceed to the next page.

Ensure that the ‘Email’ information used for the Company Contact Information is different from what you used at the Sign Up stage.


Identify your role on the PUTTRU Platform

PUTTRU Platform: How to onboard in a few minutes

The role you select here will determine what your user interface will look like when you do gain access to the platform.

The profile accounts that will allow you interact with your counterparty on the platform are different for different roles, i.e. for Opportunity, Surveyor and Catalyst. These accounts can only be created if you are given access to the platform. However, the role you select here will determine what your user interface will look like when you do gain access to the platform. It is impossible to change your role after you have gained access to the PUTTRU Platform. To change your role you would have to create a new account from the start.

PUTTRU Platform: How to onboard in a few minutes

This page means that you will be hearing from us soon.

We will setup a virtual meeting with you to discuss your expectations as well as to find out if our products and services will be the best fit for you.

In the unlikely event that you decide not to proceed your data will be completely deleted from our database. See Data Processing Schedule for information on how we manage your data. 


By being on this page, it means that you now have access to the PUTTRU Platform!

PUTTRU Platform: How to onboard in a few minutes

Congratulations! This means that your information has been verified and that we consider you to be an eligible energy company or financier. 

Instructions on this phase will not be covered in this article.

For enquiries, write to us at info@puttru.com

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