Creating Your Account

Your account identifies you in SquadOS. With direct sign-up, the system also creates an organization and assigns you the Owner role. If you received an invitation to an existing organization, do not create a separate account: open the invitation link and follow Accepting an Invitation.

Tip

Public sign-up is open. Go to /signup to create an account without an invitation.

Create the account

On the /signup page:

1. In Name, enter at least 2 characters.
2. Fill in Email with a valid address.
3. Create a Password with 6 to 72 characters.
4. Repeat it in Confirm Password. Both values must match.
5. Agree to the Terms of Service, Privacy Policy, and Acceptable Use Policy.
6. Select Create my account.

The button remains disabled until you accept the policies. If the email is already registered, use Already have an account · Sign in to return to the login page.

Confirm your email

After sign-up, the Account created! 🎉 screen says that a confirmation link was sent to the registered email address. Open the message and confirm the address before signing in.

If the message does not arrive, check your spam and junk folders and verify that you entered the address correctly. Trying to sign in without confirming your email displays a pending-confirmation notice.

Note

If you started sign-up after choosing a plan, SquadOS preserves that choice and sends you to continue the subscription after authentication.

Sign in

Go to /admin/auth. The page shows Admin Panel and asks for Email and Password. Select Sign in.

To reset your password:

1. Select Forgot my password.
2. Enter the account email in the Recover password dialog.
3. Select Send.
4. Open the link received by email and set a new password.

Where you land after login

The destination depends on the capabilities granted in the organization and, when you opened a protected link before signing in, on the requested page:

• Owner or admin: normally opens the Dashboard at /admin/dashboard.
• Another member with admin-panel access: opens the first panel area allowed by their capabilities, such as Agents, Conversations, or Knowledge Bases.
• A member without admin-panel access: opens the Agent Hub.

If an expected area is missing, ask an owner or admin to review your access under Users. See Users and Roles.

Switch between the panel and the Hub

People with the required permissions can switch through the navigation areas:

• In the admin panel, select Agent Hub in the menu or in the area switcher available to the organization.
• In the Hub, select Admin panel when that option is available for your access.

If either option is missing, your account does not have the corresponding capability or the area switcher is not enabled for the organization yet.