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, two-factor authentication, signed-in devices and data requests.NotificationsWhere Trine tells you about updates, reminders and things that need attention — and how to choose what you get.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, payment method and plan options.Readiness settings: sources, categories and evidence typesChoose what feeds inspection readiness and manage your action categories and evidence types.Compliance settings and document obligationsChoose which compliance documents apply to your home and how often each is renewed.Audit settings: templates, access and thresholdsChoose your audits, allocate who runs them, and set the routine-check evidence thresholds.Routine Check settings: templates, schedules, access and remindersSet up recurring checks, who records them, departments and reminders.Training settings and training accessManage training courses, role allocation, and who can view and review training.Supervision and appraisal settingsSet supervision and appraisal frequency and manage the templates.Meeting types, templates and accessConfigure meeting types, their templates, and who can view or edit them.Survey settings and templatesManage survey templates, anonymity thresholds, cadence and the paper copy.Register categories and settingsManage the categories used for incidents, risks, complaints and compliments, and who can use the register.Resident and finance settingsSet the home type, FNC rate, local authorities, floors 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 communication categories, HR document requirements, form templates, job titles and agencies.Menu access and delegated permissionsControl which menus each role sees and grant specific extra capabilities.Reply email and email-notification settingsVerify your home's reply email and choose which notification emails the home sends.Email templatesEdit the wording of the emails Trine sends, and set offer-email defaults.