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

# Sign up and log in to Vortex IQ

> Create a Vortex IQ merchant or agency account, sign in with Google SSO or magic link, and reset your password - full sign-in guide for new and existing users.

Vortex IQ gives you two ways to create an account and two ways to sign in every day after that. The signup form at [app.vortexiq.ai/login](https://app.vortexiq.ai/login) has separate paths for merchants managing their own store and agencies managing multiple client storefronts. Once your account exists, Google SSO gets you in with one click, while email and password is there for teams that prefer it.

## Create an account

<Tabs>
  <Tab title="I am a merchant">
    The merchant path is for Shopify, BigCommerce, or Adobe Commerce store owners who want an AI agentic operating system that audits their storefront, monitors revenue, and ships fixes. No credit card is required, and the median time from clicking **Create account** to seeing first audit findings is under five minutes.

    **Before you start**, have ready:

    * A work email address (a domain email is recommended for team setup later)
    * Your store admin URL or Google Workspace credentials for the connector step that follows

    <Steps>
      <Step title="Open the Create account tab">
        Go to [app.vortexiq.ai/login](https://app.vortexiq.ai/login) and click **Create account** at the top of the right-hand form. Confirm **I am a merchant** is selected - it is the default.
      </Step>

      <Step title="Choose your signup method">
        You have two options. Continue with the path that fits your setup.

        **Option A - Continue with Google (recommended)**

        Click **Continue with Google**. Pick the Google account you want tied to this workspace. The Google consent screen asks only for your name, email, and profile picture - no access to Gmail, Drive, or Calendar. Once you accept, Vortex IQ creates your account and drops you into the onboarding wizard. Google verifies your email, so you skip the email verification step entirely.

        **Option B - Email and magic link**

        Fill in the three fields:

        | Field          | Example                                                 | What it does                                                                |
        | -------------- | ------------------------------------------------------- | --------------------------------------------------------------------------- |
        | **Full name**  | Priya Shah                                              | Used in the UI and on team invites                                          |
        | **Company**    | Acme Outdoors                                           | Becomes your workspace name - appears on every dashboard, alert, and invite |
        | **Work email** | [priya@acmeoutdoors.com](mailto:priya@acmeoutdoors.com) | Receives the magic link, alerts, and weekly digests                         |

        Click **Get a secure magic link**. An email titled **Your Vortex IQ secure link** arrives within seconds. Click the button in the email to open the set-password screen, set your password, and you are signed in.
      </Step>

      <Step title="Enter the onboarding wizard">
        After signup - Google or magic link - you land in the onboarding wizard. Within about a minute you select your interests, connect your first store, and see your first audit findings on screen.
      </Step>
    </Steps>

    <Note>
      The **Company** field controls three things: the workspace name that appears in every dashboard and email, the default tenant boundary so data stays isolated between brands, and the signature on outbound AI-agent alerts. You can rename it later from **Settings → Account**, but typing the right name now is easier.
    </Note>
  </Tab>

  <Tab title="I am an agency">
    The agency path is for ecommerce agencies, performance agencies, system integrators, and in-house centres of excellence managing multiple client storefronts. The form looks identical to the merchant path, but the tab you select at the top flags the workspace as agency-mode - which affects how clients are scoped, how billing aggregates, and which UI affordances appear after signup.

    Agency mode fits four common shapes:

    * Full-service ecommerce agencies managing 5 to 50 client storefronts across Shopify, BigCommerce, and Adobe Commerce
    * Performance and paid-media agencies reading GA4, Google Ads, Meta, and store data side-by-side per client
    * System integrators and migration partners needing a temporary workspace per project for audit and rollout
    * In-house centres of excellence at retail groups operating multiple brands as independent stores

    **Before you start**, have ready:

    * A work email at your agency domain (e.g. `priya@bluefoxagency.com`)
    * The legal or trading name of your agency as you want it to appear in client-facing reports and email alerts

    <Steps>
      <Step title="Open the Create account tab and switch to agency">
        Go to [app.vortexiq.ai/login](https://app.vortexiq.ai/login), click **Create account**, then click **I am an agency** at the top of the signup section. Selecting the right tab matters - the agency flag affects client scoping, billing aggregation, and the Settings panel after signup.
      </Step>

      <Step title="Choose your signup method">
        **Option A - Continue with Google (recommended for agency teams)**

        Most agency staff already use Google Workspace. Click **Continue with Google** and pick the Workspace account on your agency domain. Vortex IQ requests only identity (name, email, profile picture). You land in the agency onboarding wizard.

        **Option B - Email and magic link**

        Fill in:

        * **Full name** - the person owning the workspace day to day
        * **Company** - your agency name (e.g. *Bluefox Agency*). This becomes the workspace name and the signature on client-facing alerts: *via Bluefox Agency on Vortex IQ*
        * **Work email** - the inbox that receives the magic link and future alert digests

        Click **Get a secure magic link**, check your inbox, click the link, set a password, and you land in the agency onboarding wizard.
      </Step>

      <Step title="Add your first client">
        The agency onboarding wizard asks you to name a client, connect the client's first source (the same OAuth or credentials flow as a merchant), pick the agents to deploy for that client, and optionally invite a client contact with read-only access.
      </Step>
    </Steps>

    <Note>
      Mode is set at signup based on the tab you picked. If you started on the wrong tab, reach out to Vortex IQ support - switching modes is a configuration change, not a UI button.
    </Note>
  </Tab>
</Tabs>

## Sign in

Once your account exists, the **Sign in** tab on the login page offers two paths.

<Tabs>
  <Tab title="Continue with Google">
    <Steps>
      <Step title="Click Continue with Google">
        On [app.vortexiq.ai/login](https://app.vortexiq.ai/login), click **Continue with Google** at the top of the Sign in form.
      </Step>

      <Step title="Pick your account">
        A Google account picker opens. Select the Google account that was used to create your Vortex IQ workspace.
      </Step>

      <Step title="Complete any Google 2FA">
        If your organisation enforces 2-step verification, security keys, or passkeys at the Google layer, complete that challenge now. Vortex IQ trusts whatever Google's authentication infrastructure approves - your IT team's existing policies carry through automatically.
      </Step>

      <Step title="Land in your workspace">
        Vortex IQ receives a signed token from Google and routes you straight into your workspace. No separate Vortex IQ password is required. If you belong to multiple workspaces, the workspace switcher appears in the top-right corner.
      </Step>
    </Steps>

    Sessions persist across browser restarts. Visiting `/login` with a valid session token redirects you straight to your workspace without showing the form.
  </Tab>

  <Tab title="Email and password">
    <Steps>
      <Step title="Enter your work email">
        Type the email address tied to your Vortex IQ account in the **Work email** field.
      </Step>

      <Step title="Enter your password">
        Type the password you set during onboarding (or the most recent password from a reset) in the **Password** field.
      </Step>

      <Step title="Click Continue with email">
        Click the **Continue with email** button. Vortex IQ verifies your credentials and routes you into your workspace.
      </Step>
    </Steps>

    If the credentials are wrong, the form shows an inline error. The message is deliberately generic ("Email or password incorrect") and does not reveal whether the email exists in the system - this prevents account enumeration.
  </Tab>
</Tabs>

## Magic link login

The magic-link flow appears in one specific moment: the email signup path on the **Create account** tab. It is not used for day-to-day logins.

When you click **Get a secure magic link**, Vortex IQ generates a one-time signed link and emails it to the address you typed. The email arrives from the `vortexiq.ai` domain with the subject **Your Vortex IQ secure link**. It contains a single button labelled **Set up your account**.

<Steps>
  <Step title="Click the button in the email">
    The button opens a new tab at a one-time URL. The page that opens is the set-password screen.
  </Step>

  <Step title="Set your password">
    Choose a password (minimum eight characters, at least one letter and one number). Confirm it by typing it again and click **Continue**.
  </Step>

  <Step title="Sign in from now on">
    Your account is created with that password. For every subsequent login, use **Continue with Google** or email and password - the magic-link flow does not appear again unless you trigger a second signup or an account-recovery flow.
  </Step>
</Steps>

<Warning>
  Magic links expire approximately 30 minutes after issue. If you see an "expired" or "invalid" message, close the tab, return to the Create account form, fill in the same email, and click **Get a secure magic link** again. Re-issuing a link does not create a duplicate account - the system replaces the old token with a new one.
</Warning>

If the email does not arrive, check spam and the Promotions tab (Gmail). The sender domain is `vortexiq.ai`. A typo in the email address is the most common cause - start the signup again with the correct address. If you used **Continue with Google** at signup, you can always skip the magic-link path entirely.

## Password reset

<Steps>
  <Step title="Click Forgot?">
    On [app.vortexiq.ai/login](https://app.vortexiq.ai/login), click the small **Forgot?** link to the right of the **Password** label. The form switches to a single email field.
  </Step>

  <Step title="Enter your work email and submit">
    Type the email tied to your Vortex IQ account and click **Send reset link**. A confirmation message appears reading something like *if an account exists with this email, you will receive a reset link*. This message is identical whether the email exists or not - Vortex IQ does not confirm or deny account existence to prevent account enumeration.
  </Step>

  <Step title="Click the button in the reset email">
    The email arrives from `vortexiq.ai` with a descriptive subject line. Click the button to open a one-time reset URL. The page shows **New password** and **Confirm new password** fields.
  </Step>

  <Step title="Set the new password">
    Type and confirm your new password. Requirements: minimum 8 characters, at least one letter, at least one number. Symbols are recommended but not required. Click **Continue**.
  </Step>

  <Step title="Sign in">
    Your password is updated immediately and the reset link is invalidated. You are signed in straight away and routed to your workspace landing page.
  </Step>
</Steps>

<Note>
  Reset links are one-time and time-bound (typically 30 to 60 minutes). If the link expires, request a fresh one from the **Forgot?** flow. Your other active sessions are not invalidated automatically - if you suspect compromise, sign out of other sessions from **Settings → Account** after resetting.
</Note>

If you signed up with **Continue with Google**, you do not have a Vortex IQ-side password to reset. Sign in with Google as usual; if you have lost access to the underlying Google account, recovery happens at Google, not at Vortex IQ.

## Google SSO in detail

Vortex IQ uses Google Cloud Identity Platform (GCIP). The **Continue with Google** button appears identically on both the Sign in and Create account tabs.

**What Google asks for:** your name, email address, and Google profile picture. Vortex IQ does not request access to Gmail, Drive, Calendar, Contacts, or Google Search Console at the sign-in step. Each of those is a separate optional connector with its own independent consent flow.

**Google Workspace SSO and domain restrictions:** if your organisation uses Okta, Azure AD, or another IdP federated to Google Workspace, the button delegates to Google, which delegates to your IdP. You see your normal SSO experience; Vortex IQ receives and trusts the signed token at the end. Your IT team's existing policies - security keys, hardware tokens, geofencing - carry through automatically. You do not need to whitelist Vortex IQ as an SSO target.

**Multiple workspaces:** if your Google account is linked to more than one Vortex IQ workspace, the workspace switcher appears in the top-right after sign-in. Switching workspaces does not require re-authentication.

| Action                                               | Effect on Vortex IQ session                          | Effect on Google session                       |
| ---------------------------------------------------- | ---------------------------------------------------- | ---------------------------------------------- |
| Click **Log out** in Vortex IQ sidebar               | Ends Vortex IQ session immediately                   | No change - Google login persists              |
| Sign out of Google (e.g. from `accounts.google.com`) | No immediate change - session continues until expiry | Ends Google session across all Google products |
| Clear cookies for `accounts.google.com`              | Vortex IQ session continues until expiry             | Forces full re-auth at next Google sign-in     |

<Tip>
  Signing out of Vortex IQ tears down your Vortex IQ session only. To fully clear Google as well, do that from a Google product or from your browser settings.
</Tip>
