Account Access & Login

---
title: "Account Access & Login"
description: Step-by-step guide to sign in or request access to your OmniOrders workspace. Learn how to log in, reset your password, and troubleshoot access issues.
---

Logging in to OmniOrders starts from the standard sign-in page. You only need your **email and password** to access your workspace and reach the dashboard quickly.

<SupademoEmbed demoId="cmmxoyvww2ssqepohnc7ik4dr" />

:::tip[First Time User?]
Make sure your company admin has invited you and you've received your welcome email before attempting to log in.
:::

---

## 📋 Before You Begin

Prepare the following before accessing your account:

<CardGrid>
  <IconCard title="Account Setup" icon="check-circle">
    Ensure your company admin has:
    - Created your account in OmniOrders
    - Sent your welcome email
  </IconCard>

<IconCard title="Credentials Ready" icon="key-round">
  Have available:
  - Your <strong>work email</strong> address
  - Your <strong>password</strong>
</IconCard>

  <IconCard title="Trusted Device" icon="shield-check">
    Use a secure device:
    - Enable "Remember me" only on trusted devices
    - Ensure browser cookies are enabled
  </IconCard>
</CardGrid>

---

## 🔑 Standard Email Login

Follow these steps to access OmniOrders with your email and password:

![OmniOrders Login Page](/screenshots/login1.png)

<Steps>

1. **Navigate to Login Page**

   Open the OmniOrders login page at `/session/login`

2. **Enter Your Credentials**
   - Enter your username or email in the **Username or email** field
   - Enter your password in the **Password** field

</Steps>

<div style="text-align: center; margin: 1.5rem 0;">
![OmniOrders Login Page with Credentials Fields](/screenshots/login_2.png)
</div>

<Steps>

3. **Optional: Remember Me**

   Check the `Remember me` box if using a trusted device

</Steps>

<div style="text-align: center; margin: 1.5rem 0;">
![Login Remember Me Option](/screenshots/login3.png)
</div>

<Steps>

4. **Sign In**

   Click `Sign In` - OmniOrders validates your credentials and redirects you to the Dashboard

</Steps>

<div style="text-align: center; margin: 1.5rem 0;">
![Login Sign In Button](/screenshots/login4.png)
</div>

<Steps>

5. **Handle Errors**

   If credentials don't match, you'll see a message below the field. Update and try again.

</Steps>

<div style="text-align: center; margin: 1.5rem 0;">
![User Error Message](/screenshots/login5.png)
</div>

:::note[Security First]
🔒 OmniOrders uses industry-standard encryption to protect your credentials and session data.
:::

### 🔧 Troubleshooting Email Login

<CardGrid>
  <IconCard title="Password Errors" icon="alert-circle">
    **Issue**: Password format incorrect
    
    **Solution**: OmniOrders requires a secure password. Follow the guidance shown and ensure:
    - Minimum 8 characters
    - Mix of letters, numbers, and symbols
  </IconCard>

<IconCard title="Account Activation" icon="mail-check">
    **Issue**: System asks to complete registration
    
    **Solution**: Check your email for the activation link from your admin and complete the setup process.
  </IconCard>

  <IconCard title="No Access" icon="ban">
    **Issue**: Login denied or account not found
    
    **Solution**: Contact your company admin to verify:
    - Account status in `Members` section
    - Proper permissions assigned
    - Email address matches invitation
  </IconCard>
</CardGrid>

---

## 🎯 What Happens After Login

After successful login, you'll be redirected to the Dashboard:

<CardGrid>
  <IconCard title="Dashboard Access" icon="layout-dashboard">
    You'll be redirected to the **Dashboard** (`dashboard`). Access orders, inventory, shipping, and
    daily operations.
  </IconCard>

  <IconCard title="Saved Preferences" icon="save">
    Your personalized settings load automatically:
    - Column preferences
    - Filter settings
    - View configurations
  </IconCard>
</CardGrid>

:::tip[Pro Tip]
🎨 OmniOrders remembers your view preferences after your first visit to each module, making subsequent logins even faster!
:::

---

## 🆘 Need Additional Help?

<CardGrid>
  <IconCard title="Contact Your Admin" icon="message-circle">
    If you believe your account needs updating:
    - Reach out to your **company admin**
    - Check your email for setup instructions
  </IconCard>

  <IconCard title="Account Issues" icon="help-circle">
    Having trouble logging in?
    - Verify your email address matches the invitation
    - Check that your password meets requirements
    - Contact your company admin if issues persist
  </IconCard>
</CardGrid>

---

**Next Steps:** Once logged in, explore the [Dashboard Overview](/dashboard/overview/) to familiarize yourself with the interface.