Adding New Users & Signing In

​

Overview

This article covers the updated user management and sign-in experience in Alvys, including how administrators create and manage users (also called accounts, logins, or team members), the new sign-in flow, the one-time Terms and Conditions agreement, the forgot-password flow, and how multi-tenant users switch between organizations. What applies to whom:

• All Alvys users experience the new sign-in flow (login, password reset, organization selection) and the one-time Terms and Conditions agreement.
• Admin, Partner Admin, and Support roles use the user creation and management flows.
• Alvys Implementation and Support are involved in initial tenant creation.

​

Prerequisites

• To create or manage users, you must have the “Add User” permission and an Admin, Partner Admin, or Support role. The “Set Permission” permission lets you configure which permissions each user receives.
• To sign in, reset a password, or switch organizations, no special permission is required; these flows apply to all users.
• Administrators can send a password reset from Settings → Organization → Users — Alvys emails the user a secure link to set a new password. Users can also self-service using Forgot Password on the sign-in page.

​

Steps

​

Creating a new user

1. Log in to Alvys at app.alvys.com.
2. Navigate to Settings → Organization → Users.
3. Click the Add User button.
4. Enter the user’s Name.
5. Enter their Email address (this is also their username).
6. Enter the user’s Phone Number (optional).
7. A randomized password is automatically generated for the new user.
8. Choose the user’s Role.
9. Select their associated Office.
10. Review and configure any other settings, such as e-check settings or permissions for the user.
11. Scroll down to the bottom of the page and click Add User.
12. The new user receives an email notification (ask them to check the spam folder if it is not immediately visible).
13. The email contains a link to the sign-in page so they can log in with their username (email) and the temporary password.

​

Managing user profiles

Administrators can edit user details and send a password reset from a user’s profile.

1. Navigate to Settings → Organization → Users.
2. Open the user profile. Double-click any row in the users list to open that user’s profile for editing.
3. Update phone number (optional). Click the “Phone” field to type in a phone number, then click save.
4. Update primary email / username:
   • Click the “Primary Email / Username” field.
   • Type in the new email address.
   • Click Save to apply the change, or Cancel to discard.
5. Send a password reset if needed. From the user’s profile, use the Reset Password option — Alvys emails the user a secure link to set a new password. Alternatively, the user can self-service using Forgot Password on the sign-in page.

​

The new sign-in experience

1. Access the sign-in page. Navigate to the Alvys login page at app.alvys.com.
2. Enter credentials:
   • Enter your Username (your email address).
   • Enter your Password (the temporary one for new users, or your established one).
3. Log in. Click Log In.
4. Select organization (if applicable). If you are associated with more than one organization or tenant, you are directed to a Select Organization screen.
5. Note: there is currently no search box on this Select Organization page. Scroll through the list to find your desired tenant.
6. Access the home screen. Select the tenant you wish to work in.
7. You are logged in and taken directly to the Alvys home screen.

Prompt displayed to users the first time they log in: To use our services, both new and existing users must accept our Terms and Conditions and Privacy Policy. Please review the terms, which apply to all users, and agree to continue or maintain access. The user must click the checkbox next to “I have read and agree to the Terms and Conditions and Privacy Policy” and then click the Continue button. Why it changed: To ensure a secure and compliant experience for all users. A formal agreement to the Terms of Service and Privacy Policy enhances the protection of your data and ensures clarity on how the platform can be used. This helps Alvys maintain a reliable and trustworthy service as it continues to grow. Key points:

• One-time prompt for users to accept Terms and Conditions.
• No impact to existing workflows or functionality.

​

Forgot password flow

If you forget your password, you can reset it yourself.

1. Access the sign-in page. Go to the Alvys login page.
2. Click Forgot password.
3. Enter your username (your email address).
4. Click Continue.
5. Instructions to reset your password are sent to your email address.
6. Click the URL in the email to complete the password change process.

​

Switching organizations (multi-tenant users)

For users with access to multiple organizations or tenants, you can switch between them without logging out and back in.

1. Locate the tenant selector. From any page in Alvys, go to the upper left corner of the screen. You will see the currently active tenant’s name and ID.
2. Open the tenant list. Click the small up and down arrows next to the tenant name. This reveals a list of all organizations you have access to.
3. Search for the tenant. A search box is available at the top of this list. Type the name of the tenant you wish to switch to.
4. Switch tenant. Select the desired tenant from the filtered list.
5. Alvys switches you to that tenant’s context without requiring a full logout and login.

​

Troubleshooting

​

New user did not receive the credentials email

The new user receives an email containing a sign-in link and temporary password. Ask them to check their spam or junk folder. Confirm the email address entered on the user profile is correct; if it is wrong, an administrator can update the Primary Email / Username field on the user profile.

​

Cannot see the Add User button

Creating and managing users requires the “Add User” permission and an Admin, Partner Admin, or Support role. If the button does not appear, confirm your role and permissions with your account administrator.

​

Resetting a user’s password

An Admin can send a password reset from the user’s profile in Settings → Organization → Users — Alvys emails the user a secure link to set a new password. Users can also reset their own password using the Forgot Password link on the sign-in page.

​

Cannot find a tenant on the Select Organization screen

The Select Organization screen shown at login does not have a search box. Scroll through the list to find your tenant. Once logged in, you can switch organizations using the tenant selector in the upper left corner, which does include a search box.

​

FAQs

Q: Why am I being asked to agree to new terms? A: Alvys added a prompt so all users formally accept the Terms and Conditions, ensuring a secure and compliant experience. A formal agreement to the Terms of Service and Privacy Policy enhances data protection and clarifies how the platform can be used. Q: Has anything in the Terms and Conditions changed? A: This is simply a formal acknowledgment process. The content remains consistent with the standard policies. All users should read the linked Terms of Service and Privacy Policy documentation. Q: Do I have to agree to keep using the platform? A: Yes. Agreeing to the Terms and Conditions is required to access and use the platform going forward. Q: Will this affect how I use the platform? A: No. It is a quick one-time confirmation. Everything else works the same.