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Getting Started

This guide is the onboarding guide for new users. It explains how to access the dashboard, accept invitations, choose the correct domain, and understand how access is structured. Use it when a client or team member is logging in for the first time.

Getting Started: Overview

This guide is the onboarding guide for new users. It explains how to access the dashboard, accept invitations, choose the correct domain, and understand how access is structured.

Account Sign Up, Sign In and Password Reset

This guide shows how to access your Aldus Local login page from the invite email, create an account (email/password or Google), sign in, and use “Forgot Password?” to recover access. Follow these steps to avoid common setup and login issues.

Getting Started: Invitations

This guide explains how invitations control access—distinguishing full organizational invites (for dashboard access) from client portal invites (limited client view).

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