Table of Contents
What This Feature Does #
The sign-in page lets existing users access the application using their email address and password.
When to Use #
- Use when you already have an account and want to access your dashboard.
- Do not use when you are a new organization — use Create Account instead.
Prerequisites #
- An active user account created by an administrator or registered by you.
- A verified email address.
- Your organization’s subscription must allow your role to sign in (see Subscription Status table below).
Step-by-Step Instructions #
- Open the Sign In page.
- Enter your Email address.
- Enter your Password.
- Tick Stay Signed In if you want the session to persist across browser closures.
- Click the blue Login button.
- If successful, you are redirected to the Home Dashboard (or the page you originally requested).
What Happens After #
- The system verifies your credentials.
- Your organization’s subscription is checked.
- If the subscription is active, you land on the Home Dashboard.
- If the subscription requires attention (expired, suspended, etc.), you are redirected based on the table below.
Subscription Status After Login #
| Subscription Status | CompanyAdmin | TenantUser |
|---|---|---|
| Active | Full dashboard access | Full dashboard access |
| Inactive | Redirected to Billing page | Signed out: "Your organization’s subscription is not active. Please contact your administrator." |
| Expired | Redirected to Billing page | Signed out |
| Pending / Failed / Cancelled | Redirected to Billing page | Signed out |
| Suspended (temporary) | Redirected to Billing page (compliance banner) | Signed out |
| Suspended (permanent) | Lockout page displayed | Lockout page displayed |
Errors, Messages, and Exceptions #
| Message | Why It Happens | How to Fix | When It Appears |
|---|---|---|---|
Email is required | Form submitted with empty email | Enter your email address | On submit |
Password is required | Form submitted with empty password | Enter your password | On submit |
Password must be between 8 and 100 characters | Password outside length bounds | Use a password 8-100 characters long | On submit |
Invalid login attempt. | Email not found, wrong password, or account not confirmed | Check credentials; confirm email if newly registered | On submit |
Your account has been locked out. | Too many failed sign-in attempts | Wait for lockout to expire or contact admin | On submit |
Your organization's subscription is not active. Please contact your administrator. | TenantUser sign-in while subscription is not Active | Contact your CompanyAdmin | After login, redirect |
Permission & Access Control #
- Any authenticated user can attempt to sign in.
- After sign-in, role determines what is accessible.
- TenantUser accounts are blocked when the subscription is not active.
Fix Common Problems #
Problem: "Invalid login attempt."
- Verify you are using the correct email.
- Try the Forgot Password link to reset your password.
- If you registered via Google/Facebook, use the social sign-in button instead — your account may be OAuth-linked.
- Ask your administrator to check if your account is active.
Problem: Redirected to the billing page immediately after login
- Your organization’s subscription has expired or is inactive.
- Only a CompanyAdmin can access the billing page to renew.
- TenantUser accounts must contact their CompanyAdmin.
Problem: Lockout page after sign-in
- Your organization is permanently suspended.
- Contact platform support at the address shown on the lockout page.
Related Features #
- 2.6 Forgot Password and Reset Password — if you cannot remember your password.
- 2.3 Create Account with Email — if your organization is new.
- 19. Billing and Subscription — if redirected due to a subscription issue.
