Joining the Waiting List

To get started with Rosie, visit your organization's Rosie site and click the Join Waiting List link on the login page. You will need to provide your full name and email address, and accept the terms of service. Once submitted, your request is sent to an administrator for review.

Not all Rosie sites require account creation. Some organizations allow anonymous access with limited functionality. If you can already use the chat without signing in, your organization has enabled anonymous mode.

Getting Approved

After you join the waiting list, an administrator from your organization will review your request. They may assign you an access level that determines which features you can use. You will receive an email notification when your account has been approved.

The approval process ensures that only authorized people can access your organization's knowledge base. Depending on your organization's policies, approval may be immediate or take some time.

Setting Your Password

When your account is approved, you will receive an email with a secure invite link. Click the link to visit the welcome page where you can set your password. Your password must be at least 8 characters long.

The invite link is single-use for security. If you do not set your password right away, you can use the Forgot Password option on the login page to receive a new link.

Signing In

Once your password is set, sign in from your organization's Rosie site by clicking Sign In and entering your email and password. Your session will remain active for up to 7 days, so you will not need to sign in every time you visit.

Access Levels

Your administrator assigns an access level when approving your account. This determines which features are available to you:

• Basic access — you can use the chat, view the dashboard, and browse document sources
• Standard access — you can also upload documents, manage queue items, and configure API keys
• Full access — all standard features are available (this is the default for most approved users)
• Admin access — includes user management and platform administration tools

If you need access to a feature that is not available at your current level, contact your organization's administrator.

Resetting Your Password

If you forget your password, click Forgot Password? on the login page. Enter your email address and you will receive a link to set a new password. The reset process works the same way as the initial password setup.