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

# Logging In & Security

> How to sign in to UMS with email, SSO, or two-factor authentication, plus password resets, session management, and troubleshooting.

## Creating your organisation

If you're brand new to UMS, start by creating your account.

<Steps>
  <Step title="Sign up">
    On the sign-up page, enter your name, **Organisation Name**, email, and a password, then click **Sign Up**.
  </Step>

  <Step title="Verify your email">
    UMS sends a verification email. Open it and click the link to activate your account (check spam/junk if it doesn't arrive within a few minutes).
  </Step>

  <Step title="Choose a plan and get set up">
    After verifying, you're guided through [choosing a plan](/getting-started/choosing-a-plan) and the [guided onboarding wizard](/getting-started/getting-set-up) to load your portfolio.
  </Step>
</Steps>

Already have an account? Sign in below.

## Accessing UMS

<Frame>
  <img src="https://mintcdn.com/utilified/Y-bITl2YbF0gRNFt/images/login/login.png?fit=max&auto=format&n=Y-bITl2YbF0gRNFt&q=85&s=65809f836e4e308178eaa689c8fb6d97" alt="The UMS sign-in screen with email, password, and SSO options" width="1440" height="900" data-path="images/login/login.png" />
</Frame>

<Steps>
  <Step title="Open your UMS URL">
    Navigate to your organisation's UMS URL in a web browser.
  </Step>

  <Step title="Enter your credentials">
    Enter your **email address** and **password**.
  </Step>

  <Step title="Sign in">
    Click **Sign In**.
  </Step>
</Steps>

### Single sign-on (SSO)

If your organisation has SSO configured, you can also sign in using:

* **Sign in with Microsoft 365** — Use your corporate Microsoft account
* **Sign in with Google** — Use your Google Workspace account

<Info>
  SSO leverages your organisation's existing security policies and multi-factor authentication.
</Info>

## Two-factor authentication (2FA)

If your organisation requires 2FA, you will be prompted for a verification code after entering your password.

### Setting up 2FA

<Steps>
  <Step title="Open security settings">
    Navigate to **Settings** then **Security**.
  </Step>

  <Step title="Start setup">
    Click **Set up Two-Factor Authentication**.
  </Step>

  <Step title="Scan the QR code">
    Scan the QR code with your authenticator app (Google Authenticator, Authy, Microsoft Authenticator, or any TOTP-compatible app).

    <Frame>
      <img src="https://mintcdn.com/utilified/Y-bITl2YbF0gRNFt/images/login/2fa-setup.png?fit=max&auto=format&n=Y-bITl2YbF0gRNFt&q=85&s=9e5cecb171df0d8b2a6e318287828b90" alt="The two-factor authentication setup dialog — choosing an authentication method" width="1440" height="900" data-path="images/login/2fa-setup.png" />
    </Frame>
  </Step>

  <Step title="Confirm the code">
    Enter the 6-digit code from your app to confirm.
  </Step>

  <Step title="Save your recovery codes">
    Save your **backup recovery codes** in a secure location — you will need these if you lose access to your authenticator.
  </Step>
</Steps>

<Warning>
  Store your backup recovery codes somewhere safe. Without them, losing access to your authenticator device can lock you out of your account.
</Warning>

### Signing in with 2FA

<Steps>
  <Step title="Enter your credentials">
    Enter your email and password as normal.
  </Step>

  <Step title="Open your authenticator">
    When prompted, open your authenticator app.
  </Step>

  <Step title="Enter the code">
    Enter the current 6-digit code.
  </Step>

  <Step title="Verify">
    Click **Verify**.
  </Step>
</Steps>

## Resetting your password

<Steps>
  <Step title="Start the reset">
    On the login page, click **Forgot Password**.
  </Step>

  <Step title="Enter your email">
    Enter your email address.
  </Step>

  <Step title="Check your inbox">
    Check your email for a reset link (check spam/junk if it does not arrive within a few minutes).
  </Step>

  <Step title="Set a new password">
    Click the link and set a new password.
  </Step>

  <Step title="Sign in">
    Sign in with your new password.
  </Step>
</Steps>

## Session management

* Your session remains active while you are using UMS
* After a period of inactivity, you may be asked to sign in again
* Tokens refresh automatically in the background — you should rarely need to re-authenticate during a working session

## Troubleshooting

| Problem                   | Solution                                                                           |
| ------------------------- | ---------------------------------------------------------------------------------- |
| Forgotten password        | Use the **Forgot Password** link on the login page                                 |
| 2FA code not working      | Ensure your device clock is synchronised. Try waiting for the next code cycle      |
| Lost authenticator device | Use one of your backup recovery codes, then set up 2FA on your new device          |
| SSO not working           | Contact your IT administrator to verify your account is provisioned for UMS access |
| Account locked            | Contact your system administrator to unlock your account                           |