Authentication & Access

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Objective

Explain how to enter the portal, create an account, accept invitations and recover password.

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Key routes

• /login
• /pricing (plan selection)
• /signup?plan=…
• /auth/complete?plan=…
• /forgot-password
• /reset-password
• /auth/invite/

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Login

Steps:

1. Go to /login.
2. Choose an option:
   • Continue with Google
   • Email + Password
3. If you use Email + Password, complete the fields and press Sign in.

Fields:

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Create account (signup)

Recommended flow:

1. Go to /pricing and choose a plan.
2. The page takes you to /signup?plan=PLAN.
3. Complete the form and press Create account.

Fields: Notes:

• If you choose Google OAuth, the flow can redirect to /auth/complete to complete tenant data.
• The subdomain must be unique.

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Complete account (OAuth)

If you log in with Google and there is no tenant, /auth/complete is displayed. Fields:

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Email verification

Some actions require verified email (for example: creating agents or uploading documents). If you see a verification message:

1. Open the verification email.
2. Click on the link.
3. Return to the portal and repeat the action.

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Team invitations

If you receive an invitation link:

1. Open /auth/invite/.
2. Complete the form to create your user.
3. Upon completion, the tenant’s Dashboard opens.

Fields:

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Recover password

1. Go to /forgot-password.
2. Write your Email and press Send reset link.
3. Open the email and enter the link.
4. In /reset-password define the new password.

Reset fields:

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Log out

Use the user menu in the sidebar (or the Sign out option) to log out.