Home 1. Getting Started Account Setup Guide

Account Setup Guide

Last updated on Dec 07, 2025

This guide walks you through creating your Alingo account, setting up your organization, and inviting your team.

Prerequisites

Before you begin, ensure you have:

  • A valid email address

  • Administrative access (if joining an existing organization)

  • Google Workspace account (optional, for Google Drive integration)

Creating Your Account

Step 1: Registration

  1. Navigate to the Alingo registration page

  2. Click "Register" or "Sign Up"

  3. Provide the following information:

  • Full Name - Your first and last name

  • Email Address - Your work email

  • Password - Strong password (minimum 8 characters)

  1. Accept the Terms of Service and Privacy Policy

  2. Click "Create Account"

[SCREENSHOT: Registration form showing name, email, and password fields]

Step 2: Email Verification

  1. Check your email inbox for a verification message from Alingo

  2. Click the verification link in the email

  3. You'll be redirected to the login page

  4. Sign in with your credentials

Note: If you don't receive the email within 5 minutes, check your spam folder or request a new verification email.

Creating Your Organization

When you first log in, you'll be prompted to either create a new organization or join an existing one.

Option A: Create a New Organization

If you're the first person from your company:

  1. Click "Create New Organization"

  2. Enter your Organization Name (e.g., "Acme Corporation Legal")

  3. Optionally add a Display Name (how it appears to users)

  4. Optionally add your Domain (e.g., "acme.com") for automatic user verification

  5. Click "Create Organization"

[SCREENSHOT: Organization creation form]

You'll automatically be assigned the Owner role with full administrative privileges.

Option B: Join an Existing Organization

If your organization already exists:

  1. Click "Join Existing Organization"

  2. Enter your organization's domain or invite code

  3. Click "Request Access"

  4. Wait for an administrator to approve your request

You'll receive an email when your access is granted.

Understanding User Roles

Alingo has two types of roles:

Organization Roles (Administrative)

These control administrative access:

  • Owner - Full control, can delete organization, manage billing

  • Admin - Can manage users, settings, and integrations

  • Member - Standard user access

Functional Roles (Feature Access)

These determine what features you can access:

  • Admin - Full platform access, can manage all features

  • Legal - Access to all legal tools, can create playbooks and guardrails

  • Business - Self-service access with guardrail boundaries

Important: You can have one organization role AND one functional role. For example, you might be an "Owner" (organization role) and "Legal" (functional role).

For a detailed breakdown of permissions, see Roles and Permissions.

Initial Profile Setup

Complete Your Profile

  1. Click your avatar in the top-right corner

  2. Select "Settings"

  3. Navigate to the "Profile" tab

  4. Complete your information:

  • Full Name

  • Job Title

  • Department

  • Phone Number (optional)

  1. Click "Save Changes"

[SCREENSHOT: Profile settings page]

Configure Notification Preferences

  1. In Settings, go to "Profile" tab

  2. Scroll to "Notification Preferences"

  3. Choose your preferences:

  • Email notifications (on/off)

  • In-app notifications (on/off)

  • Specific notification types

  1. Click "Save Changes"

Set Your Language

  1. In Settings, go to "Language" tab

  2. Select your preferred language from the dropdown

  3. The interface will update immediately

[SCREENSHOT: Language selector]

Inviting Your Team

Once your organization is set up, invite team members:

Step 1: Access User Management

  1. Go to Settings (top-right avatar menu)

  2. Click the "Users" tab

  3. Click "Invite User"

[SCREENSHOT: User management interface with invite button]

Step 2: Send Invitations

  1. Enter the user's email address

  2. Enter their full name

  3. Select their functional role (Admin, Legal, or Business)

  4. Select their organisation role (Owner, Admin, or Member)

  5. Click "Send Invitation"

[SCREENSHOT: User invitation dialog]

The invited user will receive an email with instructions to create their account.

Step 3: Manage Pending Invitations

You can track invitation status in the Users tab:

  • Pending - Invitation sent but not accepted

  • Active - User has accepted and is using the platform

  • Inactive - User account has been deactivated

Recommended Next Steps

After account setup, we recommend:

  1. Complete the Quick Start - Upload your first document and ask a question (5 minutes)

  2. Set up integrations - Connect Google Drive for seamless document sync

  3. Create your first Playbook - Build a standardized clause library

  4. Configure Guardrails - Set boundaries for self-service

Troubleshooting

Can't verify email?

  • Check your spam/junk folder

  • Ensure you clicked the most recent verification link

  • Request a new verification email from the login page

Organization already exists?

  • Contact your organization's Owner or Admin for an invitation

  • If you believe you should be the owner, contact Alingo support

Forgot password?

  1. Click "Forgot Password" on the login page

  2. Enter your email address

  3. Check your email for reset instructions

  4. Create a new password

Can't invite users?

  • Ensure you have Owner or Admin organisation role

  • Check that the email address is correct

  • Verify the user isn't already in your organisation

Security Best Practices

  • Use a strong password - Mix of uppercase, lowercase, numbers, and symbols

  • Enable two-factor authentication - Always enable 2FA

  • Don't share credentials - Each user should have their own account

  • Review user access regularly - Remove access for departed team members

  • Use organisation domain - This helps with automatic user verification

Next Steps: