Skip to content
English
  • There are no suggestions because the search field is empty.

Creating an Account

Self Service Learning Pathway - Course 1

Welcome to this self-guided training course! We're here to empower you with the skills to efficiently navigate and use the Findhelp platform.

In this section, we'll guide you through creating your account and show you all the tools you'll have access to once you're set up. You'll also learn:

  • How to reset your password.

  • Key terms you'll see throughout this course and on your site.

  • Tips for navigating this self-guided training course effectively.

By the end of this section, you'll be all set to make the most of your site and this training!

Glossary of Findhelp Terms

Seeker: This is the person you're helping find a program or resource. You might call them a patient, client, or member.

Navigator: This is you, the person searching for resources for a seeker. You might also be called a case manager, care coordinator, doctor, or staff.

Community Based Organizations (CBOs): These are the organizations that provide the programs or services. We'll often just call them CBOs.

Site Administrator: This is a special role within your organization. A Site Administrator has extra permissions, like being able to add new users, highlight programs, and customize your site's appearance.

Seeker Profile: This is a shared care record where you'll find key information about the person you're assisting. It includes their basic details, their goals, and a history of the referrals you've made for them. Only you and others in your shared group can see this record.

 

Creating Your Account

While seekers can easily find and connect with programs on their own without an account, as a navigator, you'll want to create one to unlock the extra tools and resources we'll cover in this self guided course. Signing up is easy!

Step 1: From your home page, click on Sign Up

Step 2: Select if you want to sign up via Email, Text Message, or using your Google login.

 

 

When you're setting up your account, make sure to use the email address or phone number you plan to use consistently across the platform.

Step 3: Create a password that is a minimum of 8 characters with 1 capital letter, 1 lowercase and 1 special character (#?!@%^&*-)

Step 4: Accept the terms and privacy policy and then select whether you are searching as a seeker or as a navigator and click "Get Started".

 

 

You will then see this message that directs you back to your email or text message.

 

If you don't see the email, please check your spam or junk folder. If it's still missing, reach out to support@findhelp.com for assistance.

 

Step 5: Activate your account by clicking on the button inside of the email / text message you received.

This link expires within 24 hours. If you are not able to confirm in that time frame, repeat the steps above to get a new link.

Once your account is active, you'll be automatically logged into findhelp.org (or your specific Findhelp site). You'll know you're in because your name will appear in the top right corner of your screen.

 

 

You can also be sent an account activation email from your Site Administrator when added through the User and Group management tool.

     

How to Reset Your Password

Need to reset your password? Follow these simple instructions.

 

Step 1: Click Login from the top toolbar of your site:

 

 

 

 

Step 2: Click "First time user? Forgot your password?" just above the password box.

 

 

 

 

 

Step 3: Choose whether to receive your reset link via email or text message.

 

 

 

 

 

Step 4: Use the link in the email or text message to reset your password.

If you don't see the email, please check your spam or junk folder. If it's still missing, reach out to support@findhelp.com for assistance.

 

 

 

Best Practices

  • If you get a 404 error when you are trying to sign into your site, you need to be added as an authorized user by your site administrator.
  • If your organization uses SSO (Single Sign On), password resets will need to be done by your IT administrator.

Next Section

This self-guided course is designed to walk you through a typical workflow on the site, step-by-step. Each section is numbered and packed with detailed content, screenshots, and videos to help you learn. At the end, you'll find a knowledge check to test what you've learned. Remember, you can revisit any section of this training anytime you need a refresher!

Now that you've learned how to create your account, let's move on to finding programs. Click on Searching for Resources on Findhelp to continue your self-guided learning journey.