This article will show you how to set up your customer account in the Global Work Platform.

After signing an MSA with Pebl, customers are prompted to begin setting up their company account and filling out onboarding information for supported employees. Follow the steps below to complete the customer setup process in the Global Work Platform™.

Accessing the Global Work Platform™

The first step toward setting up your Company Account is gaining access to the Global Work Platform™. Upon signing an MSA, you will receive a Customer Set Up email with the subject "[Action Required] Set up your company with Pebl.

Step 1. In your Customer Set Up email, click the green "Get Started" button.

Clicking "Get Started" will prompt you to activate your Okta account to gain access to the Global Work Platform.

Step 2. Create a password for the Global Work Platform.

Step 3. Set up your preferred security method.

There are 4 security method options:

• Google Authenticator

• Okta Verify

• Phone

• Email

Step 4. Verify your identity with your preferred security method.

You are now logged in to the Global Work Platform.

Complete the Customer Set Up To-Do List

Upon successful login, you will land on the Customer Set Up To-Do List. If at any time you need to save your progress and return later, all progress will be saved.

Step 1. Complete the Customer Set Up To-Do List.

There are 3 to-do list items that must be completed before a supported employee can be onboarded:

• Add Company Details

• Add Contact Information

• Set Up Payment

Step 2. Add Company Details.

On this page, you will fill in basic information about your company, including the Legal Company Name, Employer Identification Number (EIN), Street Address, City, State, Zip/postal code, and Country. All required fields are marked with a red asterisk. Once all required information has been entered, click the "Submit and Continue" button In the bottom right corner of the Company Details page.

Step 3. Add Contact Information.

On this page, you will be asked to fill in basic information about your company's Billing Contact. All required fields are marked with a red asterisk. Once all required information has been entered, click the "Submit and Continue" button In the bottom right corner of the Company Contact Information page.

Up to 7 alternate Billing Contacts can be added by clicking the "+ Add Alternate Billing Contact" button.

Step 4. Set Up Payment Method.

On this page, you will be asked to fill in your company's banking details for payment. All required fields are marked with a red asterisk. Once all required information has been entered, click the "Submit and Continue" button In the bottom right corner of the Set Up Payment Method page.

Step 5. Check for confirmation email

You will receive a confirmation email advising that the payment method has been set up and you can now begin hiring talent from the Global Work Platform™ homepage.

Inviting a Coworker to Set Up Company Payment Method

If the company user completing the Customer Set Up To-Do List does not have access to the company's bank details, they can invite a coworker to complete this information. Follow the steps below to invite a coworker to fill in the company payment method in the Global Work Platform™.

Step 1. From the Add Contact Information to-do item, click the "Invite a Coworker" button.

The button is located in the bottom right corner of the Set Up Payment Method page.

Step 2. In the "Invite a Coworker to Set Up Payment" pop-up box, fill out the coworker's contact information

Step 3. Click the "Invite" button.

The button is located in the bottom right corner of the pop-up box.

Step 4. Click the "Okay, Got it" button to acknowledge that the coworker invite has been sent.

The Coworker will receive an email invitation to create an account and add the company payment method.