> ## Documentation Index
> Fetch the complete documentation index at: https://docs.eosb.org/llms.txt
> Use this file to discover all available pages before exploring further.

# Sign in and your dashboard

> Get your trustee account, sign in and read the dashboard.

<Info>
  **Before you start:** the regulator must have verified your trustee organisation. The account email is sent to your organisation's contact person.
</Info>

## Your account

When the regulator verifies your trustee organisation, the platform creates an operator account and emails a link to set your password. Your username is your trustee reference in lower case, for example `ptr-1792206912023-1001`. Setting the password and signing in work the same for every user; see [Set your password](/employer/getting-started/set-password) and [Sign in](/employer/getting-started/sign-in).

## The dashboard

<Frame caption="The trustee dashboard">
  <img src="https://mintcdn.com/eosb/ez_KlcTexccb05CV/images/trustee/getting-started/dashboard.png?fit=max&auto=format&n=ez_KlcTexccb05CV&q=85&s=96c9c1af7ea769b736e4794a608acb53" alt="Trustee dashboard with the navigation, Pending approvals, Open exceptions and Assigned trusts marked 1 to 4" width="2880" height="1800" data-path="images/trustee/getting-started/dashboard.png" />
</Frame>

1. **Navigation** — one entry per task:

   | Menu | What you do there |
   | - | - |
   | Dashboard | See what's waiting and the trusts you hold |
   | Benefits | [Approve employee benefit payments](/trustee/benefit-payments) |
   | Transfers | [Confirm employer funding proofs](/trustee/funding-approvals) |
   | Expenses | [Decide on fund manager expenses and budgets](/trustee/expenses) |
   | Fund Management | [Log transfers to the fund manager](/trustee/fund-management) |
   | Cash Recognition | [Approve recognitions and confirm returns](/trustee/cash-recognition) |
   | Asset Register, Allocation Variance, Portfolio ROI | [Portfolio oversight](/trustee/portfolio-oversight) |

2. **Pending approvals** — everything waiting for you, split into funding, payments and fund management.

3. **Open exceptions** — compliance exceptions on your trusts. **Operational** means there are none.

4. **Assigned trusts** — every trust you hold, with its employer, fund manager and number of employees.

When you have dealt with everything, **Pending approvals** shows 0.

<Frame caption="Nothing waiting">
  <img src="https://mintcdn.com/eosb/ez_KlcTexccb05CV/images/trustee/getting-started/dashboard-after.png?fit=max&auto=format&n=ez_KlcTexccb05CV&q=85&s=2ff1897001d1fdbe896856a0646c12a6" alt="Dashboard with 0 pending approvals" width="2880" height="1800" data-path="images/trustee/getting-started/dashboard-after.png" />
</Frame>

<Tip>
  Work from the dashboard: deal with whatever **Pending approvals** shows, and you have done the day's trustee work.
</Tip>

**Next:** [confirm employer funding](/trustee/funding-approvals).


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