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Overview

When you’re invited to join an Agatabo organization, you’ll receive an email invitation with instructions to activate your account. This guide walks you through the activation process and your first login.

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Step 1: Check Your Email

After your administrator invites you, you’ll receive an email invitation with a link to activate your account.
Can’t find the email? Check your spam or junk folder. The invitation link expires in 72 hours.

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Step 2: Activate Your Account

1

Click the activation link

Opens the account setup page in your browser
2

Enter your password

Create a strong password that meets these requirements:
  • At least 8 characters
  • At least one uppercase letter (A-Z)
  • At least one lowercase letter (a-z)
  • At least one number (0-9)
3

Confirm your password

Re-type the same password to confirm
4

Click 'Activate Account'

You’ll be automatically logged in and redirected to the Agatabo dashboard
Activation link expires in 72 hours (3 days): If you don’t activate within this time, contact your administrator to resend the invitation.

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What You’ll See First

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The Dashboard

Your first view is the Dashboard - your central hub for key information:
  • Metrics cards: Financial health indicators (savings, loans, cash)
  • Quick actions: Common tasks based on your role
  • Recent activity: Latest transactions and notifications
  • Navigation sidebar: Access to all features (left side)

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Your Role Determines What You See

Agatabo organizations come with two default roles. Your assigned role determines what you can access:
You’ll see:
  • Your own savings balance
  • Your own loan details
  • Personal transaction history
  • Notifications about your account
You won’t see:
  • Other members’ data
  • Organization-wide reports
  • Administrative settings
Custom roles: Your organization may have additional custom roles (Treasurer, Accountant, Loan Officer, etc.) with specific permissions configured by administrators. If you have a custom role, you’ll see features based on your assigned permissions.

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Next Steps

1

Update your profile (optional)

Click your name in the top-right → Profile → Add phone, photo, preferences
2

Explore navigation

Review the sidebar menu to understand available features Navigation guide →
3

Learn features

Explore features relevant to your responsibilities
4

Bookmark Agatabo

Save the Agatabo URL in your browser for easy access

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Common Issues

Error message: “Password must contain at least 8 characters, including uppercase, lowercase, and number”Solution:
  • Try: MyPass123 (has uppercase, lowercase, number, 8+ chars)
  • Avoid: password (no uppercase or number), 12345678 (no letters)
Cause: You may have activated before or another user has this emailSolution:
  • Try logging in with this email (maybe you already activated)
  • If you forgot your password, click “Forgot Password” on login page
  • If error persists, contact administrator (may be duplicate invitation)
If you log out and need to log back in:Possible causes:
  • Wrong email (check spelling, case doesn’t matter)
  • Wrong password (check caps lock, re-type carefully)
  • Browser cleared session
Solution:
  • Double-check email matches your invitation
  • Use “Forgot Password” to reset if needed
  • Contact administrator if problem continues

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Security Tips

Keep your account secure:
  • Use a strong, unique password (don’t reuse from other sites)
  • Don’t share your password with anyone
  • Log out when using shared computers
  • Change your password periodically (Settings → Profile → Change Password)

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Need Help?

Quick Start Guide

Learn essential features and workflows

Understanding Navigation

Master the Agatabo interface

Troubleshooting

Solve common login and access issues