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Where: the EOSB sign-in page. Before you start: you have set your password.

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Sign in

Sign-in page with Username, Password and Sign in marked 1 to 3

The sign-in page

1

Enter your username (1)

Your username is your employer profile ID, for example EMP-1792204467687-1001. It is in your account email.
2

Enter your password (2)

Use the password you chose on the Set your password page.
3

Select Sign in (3)

You arrive in your employer workspace.
If the username or password is wrong, the page says That username or password is not right. Check both and try again. If you have forgotten your password, ask the platform administrator for a new set-password link.
Sign-in page showing the error That username or password is not right.

Wrong username or password

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Your workspace

Employer workspace with six marked areas: navigation, status, workspace tabs, activation checks, notifications and the user menu

The employer workspace, Overview tab

  1. Navigation. Employer opens this workspace. Portfolio shows how the fund manager has invested your trust’s money.
  2. Your status. Shows whether your account is Verified inactive, Active or restricted. See Activation.
  3. Workspace tabs. Each tab is one area of work:
    • Overview — headline figures and who manages your trust
    • Employee list — your employees and everything you do with them
    • Activation — the checks that must pass before your account is active
    • EOSB trust — the trust that holds your employees’ benefits
    • Transaction ledger — how your liability and funding are built up
    • Funding — pay into the trust and follow your payments
    • Budget approvals — fund manager budgets waiting for your decision
  4. Headline figures. Employees, total liability, funding ratio and activation checks.
  5. Notifications. A red count shows unread messages. See Your account.
  6. User menu. Opens Settings and Sign out.
Press Ctrl + K, or select Search at the top of the navigation, to jump to any page.

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What happens next

When you first sign in, your status is probably Verified inactive: you can look around, but your trust is still being set up. Most tabs are empty until then. Next: follow your activation until your status is Active.