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First Login

This guide covers what to expect when you log in to Shorebird OS for the first time, whether you're an administrator setting up a new workspace or a team member joining an existing one.

For Invited Users​

If you've been invited to join a Shorebird OS workspace:

Step 1: Check Your Email​

Look for an invitation email from Shorebird OS with the subject line "You've been invited to join [Workspace Name]".

Can't find the email?

Check your spam or junk folder. If you still can't find it, ask your administrator to resend the invitation.

Step 2: Accept the Invitation​

  1. Click the Accept Invitation button in the email
  2. You'll be taken to the account setup page
  3. If you don't have an account, you'll create one
  4. If you already have an account, you'll be added to the workspace

Step 3: Set Your Password​

For new accounts:

  1. Enter a secure password (see password requirements)
  2. Confirm your password
  3. Click Create Account

Step 4: Complete Your Profile​

After creating your account:

  1. Upload a profile photo
  2. Confirm your display name
  3. Add any additional contact information
  4. Click Continue to Dashboard

For Workspace Administrators​

If you're setting up a new Shorebird OS workspace:

Step 1: Create Your Account​

  1. Go to app.shorebirdos.com/signup
  2. Enter your email address
  3. Create a secure password
  4. Click Create Account

Step 2: Verify Your Email​

  1. Check your inbox for a verification email
  2. Click the verification link
  3. You'll be redirected back to Shorebird OS

Step 3: Set Up Your Workspace​

After verification:

  1. Workspace Name — Enter your company or agency name
  2. Industry — Select your industry type
  3. Team Size — Indicate how many people will use the platform
  4. Click Create Workspace

Step 4: Configure Initial Settings​

You'll be guided through initial configuration:

  1. Upload Logo — Add your company logo
  2. Time Zone — Set your default time zone
  3. Currency — Choose your default currency for billing
  4. Invite Team — Add team members' email addresses
Skip for Now

You can skip any of these steps and configure them later in Settings.

First Look at the Dashboard​

Once logged in, here's what you'll see:

The left sidebar contains links to all major features:

  • 🏠 Dashboard — Overview and quick actions
  • 👥 CRM — Clients, companies, and contacts
  • 📋 Projects — Project and task management
  • 📁 Files — Document storage
  • 📧 Email — Gmail integration
  • 📅 Calendar — Schedule and events
  • 📊 Marketing — Campaigns and analytics
  • 💰 Billing — Invoices and payments
  • ⚙️ Settings — Configuration and preferences

Top Bar​

The top bar provides quick access to:

  • Search — Find anything quickly (Ctrl+K or ⌘+K)
  • Notifications — See recent activity
  • Profile Menu — Account settings and logout

Main Content Area​

The central area displays content based on your current selection. On first login, you'll see a welcome message with suggested next steps.

After your first login, we recommend:

If you're an Admin:​

  1. ✅ Invite team members
  2. ✅ Set up roles and permissions
  3. ✅ Configure integrations
  4. ✅ Add your first client

If you're a Team Member:​

  1. ✅ Complete your profile
  2. ✅ Explore the dashboard
  3. ✅ Connect your email (if applicable)
  4. ✅ Review any assigned tasks

Troubleshooting First Login​

"Invalid invitation" error​

The invitation link may have expired. Ask your administrator to send a new invitation.

"Email already in use" error​

You may already have an account. Try logging in with your existing credentials or use the password reset option.

Page not loading​

  1. Try refreshing the page
  2. Clear your browser cache
  3. Try a different browser
  4. Check your internet connection

Need more help?​

Visit our troubleshooting guide or contact support.