First steps
Registration and first login
Create your organization account, verify contacts, and access the portal.
1
Register
- Visit /register
- Account: name, email, phone, password
- Business: name, vertical, designation
- Billing: address and location
- Submit — team members are invited later, not self-registered
2
Verify email and phone
Click the email verification link. Complete /phone/verify if required. Resend verification from the notice page if needed.
3
First login
Sign in at /login. Complete MFA if enabled. Owners may be sent to onboarding before the portal.
Some deployments require admin approval before first login.
4
Password recovery
Email: /forgot-password · Phone: /forgot-password/phone · Passkey: button on login page