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

# Adding New Users & Signing In

> Set up new Alvys user accounts, sign in, manage your profile, reset a forgotten password, and accept the required Terms of Service agreement.

## 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 edit user details but cannot reset passwords or send password reset links. Users must self-service password resets from the login page.

## Steps

### Creating a new user

1. Navigate to User Management.
2. Log in to Alvys at [app.alvys.com](http://app.alvys.com/).
3. Go to **Company Profile**.
4. Click the **"Users"** tab.
5. Initiate user creation.
6. Click the **Add User** button.
7. Enter the user's **Name**.
8. Enter their **Email address** (this is also their username).
9. A randomized password is automatically generated for the new user.
10. Select role and office and configure additional settings.
11. Choose the user's **Role**.
12. Select their associated **Office**.
13. Review and configure any other settings, such as e-check settings or permissions for the user.
14. Add the user. Scroll down to the bottom of the page and click **Add User**.
15. Email notification.
16. The new user receives an email notification (ask them to check the spam folder if it is not immediately visible).
17. 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 but are not authorized to reset passwords.

1. Navigate to User Management.
2. Go to **Company Profile**.
3. Click the **"Users"** tab. You will see a list of users with their name, role, email, and status.
4. Open the user profile. Double-click any row in the users list to open that user's profile for editing.
5. Update phone number (optional). Click the **"Phone"** field to type in a phone number, then click save.
6. Update primary email / username.
7. Click the **"Primary Email / Username"** field.
8. Type in the new email address.
9. Click **Save** to apply the change, or Cancel to discard.
10. Notify the user to reset password. Inform the user to use the password reset process available on the login page.

### The new sign-in experience

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

    *\[Heading 4 not supported]*

<Note>
  📋 👋 Alvys updated its Terms of Service and Privacy Policy as of July 11, 2025. Users are now required to agree to the Terms and Conditions when logging in.
</Note>

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.

<Info>
  💡 You will be automatically logged out every 7 days. Simply follow the login steps above to get right back into Alvys.
</Info>

### 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. Locate and click the **Forgot password** link.
3. Enter username.
4. Enter your **username** (your email address).
5. Click **Continue**.
6. Check email for instructions.
7. Instructions to reset your password are sent to your email address.
8. Click the URL in the email to complete the password change process.

<Info>
  💡 Administrators currently cannot adjust password settings for users or send password reset links. This was previously available and may return in the future. In the meantime, encourage users to self-service when resetting their password.
</Info>

### 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.
2. From any page in Alvys, go to the upper left corner of the screen.
3. You will see the currently active tenant's name and ID.
4. Open the tenant list.
5. Click the small up and down arrows next to the tenant name.
6. This reveals a list of all organizations you have access to.
7. 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.
8. Switch tenant.
9. Select the desired tenant from the filtered list.
10. 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 or the Users tab

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

### An administrator cannot reset a user's password

Administrators cannot reset passwords or send password reset links. The user must reset their own password using the Forgot password flow on the login 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.