?? Getting Started
Everything you need to know to sign up, log in, and set up your organization for the first time.
Creating Your Account
The first step is to register a new user account.
Navigate to the application URL and click Create account (or Register) below the sign-in form.
Enter your First Name, Last Name, Email Address, Password, and Confirm Password.
Passwords must meet the minimum complexity requirements shown below the field.
Read and check the Terms of Service checkbox. This is required before the form can be submitted.
Click the Create Account button. On success you will be redirected to a confirmation page.
A verification email is sent immediately. You must confirm your email before you can sign in.
Confirming Your Email Address
Look for an email from the application with subject "Confirm your email". Check Spam / Junk if it does not arrive within a few minutes.
Open the email and click the Confirm Email button or the long link below it.
The browser opens a confirmation page. You can now sign in with your email and password.
Confirmation links expire after 24 hours. If yours has expired, sign in with your credentials — the app will prompt you to resend the link.
Signing In
Type your registered Email and Password in the sign-in form.
If you have 2FA enabled you will be asked for a 6-digit code from your authenticator app after entering your password.
Tick Remember me to stay signed in for 30 days on trusted devices. Leave it unchecked on shared computers.
Click Sign In. On success you will land on the Dashboard.
After 5 failed attempts your account is locked for a short period. Contact an admin if you need an emergency unlock.
Forgot Password / Reset Password
On the sign-in page, click the Forgot your password? link below the password field.
Type the email address registered to your account and click Send Reset Link.
Open the "Reset your password" email and click the reset link inside.
Enter your New Password and Confirm New Password, then click Reset Password.
Return to the sign-in page and use your new password.
Password reset links expire after 1 hour. Request a new one if yours has expired.
Creating Your Organization
After first sign-in you are prompted to create or join a organization.
On the post-login prompt (or via Organization Settings in the sidebar), click Add Organization.
Fill in your Organization Name and select your Organization Type:
- OEM / Manufacturer — produces goods
- Distributor — wholesale distribution
- Reseller — retail / value-added reseller
- Third-Party — service provider
Click Create. You become the Owner of the new organization automatically.
A organization can hold multiple roles (e.g. Manufacturer and Distributor). Additional roles are assigned in Organization Settings → Roles.
First-Login Checklist
After registering and creating a organization, complete these quick steps for the best experience:
- Set your timezone — Profile → Timezone — ensures all timestamps display in your local time.
- Add a profile picture — Profile → Profile Picture — helps teammates recognise you.
- Enable Two-Factor Authentication — Profile → Two-Factor Authentication — strongly recommended.
- Complete organization details — Organization Settings → General Info — add address and contact information.
- Invite team members — Authorization → Users → Invite User — bring your colleagues on board.