# First access and login

<p class="lead">Log in to ERP Instfy, create your account, recover your password, change the language and get to know the dashboard that appears right after login.</p>

This page is for your first contact with the system: whether you are the person in charge of a company that just subscribed or a team member who was given access. In a few minutes you will be inside the ERP, in the language you prefer.

[[roles: Company, Employee, Client, Vendor]]

!image[ERP Instfy sign-in screen at erp.instfy.com/login](/assets/img/erp/first-access.webp)

## Before you start

- Use an up-to-date browser (Chrome, Edge, Firefox or Safari).
- Have the email used for the subscription or the email your company administrator registered for you.
- If your company does not have an account yet, you will create it on the sign-up screen.

## Create the company account

Use sign-up when your company does not yet have access to ERP Instfy.

**Path:** *https://erp.instfy.com/register*

<ol class="steps">
<li>Open <strong>https://erp.instfy.com/register</strong> in your browser.</li>
<li>Fill in the requested details, such as name, email and password.</li>
<li>Confirm the sign-up. If the system asks for email verification, open the message you received and confirm the address.</li>
<li>Log in and choose or confirm the plan. See <a href="#/plan">Plan and subscription</a>.</li>
</ol>

:::note
Team members do not need to sign up. They are given access by the company administrator in *User Management > Users*. See [Users and roles](#/user-management).
:::

## Log in

**Path:** *https://erp.instfy.com/login*

<ol class="steps">
<li>Open <strong>https://erp.instfy.com/login</strong>.</li>
<li>Enter your <strong>email</strong> and <strong>password</strong>.</li>
<li>If you want to stay signed in on this device, check the remember me option, when available.</li>
<li>Click the login button. You will be taken to your role's home dashboard.</li>
</ol>

:::warn
On shared computers, do not check the remember me option and always log out when you are done.
:::

## Recover your password

<ol class="steps">
<li>On the login screen, click the <strong>forgot password</strong> link.</li>
<li>Enter your account email and confirm.</li>
<li>Open the email you received and click the link to create a new password.</li>
<li>Set the new password and go back to the login screen to sign in.</li>
</ol>

:::tip
Didn't get the email? Check your spam folder. If your company uses its own email server, it needs to be set up in *Settings > Email Settings*. A team member can also ask the administrator to reset the password. See [Troubleshooting](#/troubleshooting).
:::

## Change the language

The ERP Instfy interface is in English by default. You can change it whenever you want.

<ol class="steps">
<li>In the top bar, click the <strong>language selector</strong> (for example, <strong>English</strong>).</li>
<li>Choose the language you want from the list.</li>
<li>The interface reloads in the new language.</li>
</ol>

In this documentation, menu paths appear as they do in the English interface, for example *Accounting > Customers*. That way you can find the feature whatever language you choose.

## The first dashboard

After login, you land on a dashboard in the *Dashboard* group. For the Company user, there are seven dashboards by area: Project, Account, HRM, Recruitment, POS, CRM and Support. They start empty and fill up as you record invoices, purchases, tasks and tickets. See [Dashboards by area](#/dashboards).

## Log out

Click your name or avatar in the top right corner and choose the log out option.

## Frequently asked questions

### What is the address to log in to ERP Instfy?

The login page is at https://erp.instfy.com/login. New companies create their account at https://erp.instfy.com/register.

### I am a team member. Do I need to create an account?

No. Your company administrator adds you in *User Management > Users* and gives you the login email. If you did not receive your details, talk to them.

### How do I change the system language?

Click the language selector in the top bar, which shows the current language (for example, English), and choose the language you want.

### Why is the dashboard empty?

Dashboards show data recorded in the modules. A new account has no invoices, purchases or tasks yet, so the numbers show as zero. Follow the [Implementation roadmap](#/erp-onboarding).

### I entered the wrong password several times. What should I do?

Use the forgot password option on the login screen to create a new one. If the problem continues, see [Troubleshooting](#/troubleshooting).

## Next steps

With access working, get to know the screen and set up your company.

:::related
interface, settings, erp-onboarding, user-roles
:::
