> ## Documentation Index
> Fetch the complete documentation index at: https://help.agatabo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# First Login

> How to activate your account and log in to Agatabo for the first time

## 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.

## Step 1: Check Your Email

After your administrator invites you, you'll receive an email invitation with a link to activate your account.

<Note>
  **Can't find the email?** Check your spam or junk folder. The invitation link expires in 72 hours.
</Note>

## Step 2: Activate Your Account

<Steps>
  <Step title="Click the activation link">
    Opens the account setup page in your browser
  </Step>

  <Step title="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)
  </Step>

  <Step title="Confirm your password">
    Re-type the same password to confirm
  </Step>

  <Step title="Click 'Activate Account'">
    You'll be automatically logged in and redirected to the Agatabo dashboard
  </Step>
</Steps>

<Warning>
  **Activation link expires in 72 hours (3 days)**: If you don't activate within this time, contact your administrator to resend the invitation.
</Warning>

## What You'll See First

### 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)

### Your Role Determines What You See

Agatabo organizations come with two default roles. Your assigned role determines what you can access:

<Tabs>
  <Tab title="Member">
    **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
  </Tab>

  <Tab title="Administrator">
    **You'll see everything:**

    * All features and data
    * User management
    * Organization settings
    * All reports and analytics

    **First-time administrators** also see an onboarding flow to help set up the organization.
  </Tab>
</Tabs>

<Note>
  **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.
</Note>

## Next Steps

<Steps>
  <Step title="Update your profile (optional)">
    Click your name in the top-right → **Profile** → Add phone, photo, preferences
  </Step>

  <Step title="Explore navigation">
    Review the sidebar menu to understand available features
    [Navigation guide →](/getting-started/understanding-navigation)
  </Step>

  <Step title="Learn features">
    Explore features relevant to your responsibilities
  </Step>

  <Step title="Bookmark Agatabo">
    Save the Agatabo URL in your browser for easy access
  </Step>
</Steps>

## Common Issues

<AccordionGroup>
  <Accordion title="Activation link doesn't work">
    **Possible causes:**

    * Link expired (72-hour limit)
    * Link already used
    * Copy-paste error (link broken)

    **Solution:**

    * Contact your administrator to resend the invitation
    * Ensure you copy the entire link if clicking doesn't work
  </Accordion>

  <Accordion title="Password doesn't meet requirements">
    **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)
  </Accordion>

  <Accordion title="'Email already exists' error">
    **Cause**: You may have activated before or another user has this email

    **Solution:**

    * 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)
  </Accordion>

  <Accordion title="Can't log in later">
    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
  </Accordion>
</AccordionGroup>

## Security Tips

<Note>
  **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)
</Note>

## Need Help?

<CardGroup cols={2}>
  <Card title="Quick Start Guide" icon="rocket" href="/getting-started/overview">
    Learn essential features and workflows
  </Card>

  <Card title="Understanding Navigation" icon="compass" href="/getting-started/understanding-navigation">
    Master the Agatabo interface
  </Card>

  <Card title="Troubleshooting" icon="circle-info" href="/troubleshooting/common-errors">
    Solve common login and access issues
  </Card>
</CardGroup>