Get your agency workspace up and running in minutes. This guide walks you through account creation, your first login, and understanding your dashboard.
Creating Your Agency Workspace
Registration
Go to register.eidoncore.com
Enter your agency name and choose a workspace URL (e.g., myagency.eidoncore.com). URLs must be 3–63 characters, lowercase letters, numbers, and hyphens only. Availability is checked in real time.
Enter your name, email, and password (minimum 8 characters with at least one uppercase letter, one lowercase letter, and one digit). Click Create Account.
Your workspace subdomain is provisioned automatically - no DNS setup required.
Email Verification
A confirmation email is sent to your registration address
The link is valid for 24 hours. You'll be redirected to your workspace login page.
Use the email and password you chose during registration
Didn't receive the email? Click "Resend verification email" on the confirmation screen.
Accounts that are not verified within 7 days of registration are automatically removed.
Onboarding Questionnaire
After registration (before email verification), you'll complete a quick 5-step questionnaire:
| Step | Question |
|---|---|
| 1 | How large is your team? |
| 2 | What type of agency are you? |
| 3 | Have you used similar tools? |
| 4 | Which tools? (only if you answered yes) |
| 5 | How did you hear about us? |
All steps include a "Prefer not to say" option. Your answers help us tailor the platform to your needs.
Free Trial
Every new workspace starts with a 14-day free trial of the Pro plan. You'll get full access to Pro features - no credit card required. When the trial ends, your workspace downgrades to the Free plan unless you subscribe.
See also: Settings for plan details and pricing
Onboarding Checklist
After your first login, a personalized setup checklist appears at the top of your dashboard. It's tailored to your role and guides you through the most important first steps.
Steps are auto-detected: when you complete an action (e.g., add a team member), the corresponding step is automatically checked off. You can skip the checklist at any time, or re-show it later from your profile settings.
See also: Onboarding for the full checklist details by role
Your First Login
Logging In
Navigate to your workspace URL (yourslug.eidoncore.com) and sign in with the email and password you used during registration.
If your agency uses a custom domain (e.g., app.myagency.com), use that URL instead.
Finding Your Workspace
If you can't remember your workspace URL, visit the login page and use the "Find your workspace" link. Enter the email you registered with to locate your workspace.
Forgot Password
Click "Forgot password?" on the login page. You'll receive a branded email with a password reset link (valid for 1 hour).
For security, you can only request 3 resets per 10 minutes. Password requirements: minimum 8 characters with at least one uppercase letter, one lowercase letter, and one digit.
Understanding Your Dashboard
The dashboard you see depends on your role in the agency.
For Owners, Admins, and Project Managers - Your command center for agency operations:
| Section | What It Shows |
|---|---|
| Revenue KPIs | Total revenue, outstanding invoices, monthly recurring revenue (MRR) |
| Project Health | Overview of active projects by health status (on track, at risk, off track) |
| Team Workload | Task distribution across team members |
| Recent Activity | Latest actions across the workspace |
| Alerts | Actionable banners for overdue invoices, at-risk projects, failed automations, and more |
Alerts are computed in real time from your workspace data. Dismiss them with the × button - they'll reappear on your next visit if the underlying issue hasn't been resolved.
The dashboard also features a daily motivational quote that rotates every day - drawn from a curated collection of 345 quotes across leadership, creativity, resilience, and more.
A focused view showing:
- Your assigned tasks and their statuses
- Projects you're a member of
- Your recent activity
- Upcoming deadlines
If you're a client with portal access, you'll see:
- Your projects and their progress
- Task breakdown by status
- Recent invoices and payment status
- Assigned services
Understanding Roles
Eidoncore has two categories of users:
| Role | What They Can Do |
|---|---|
| Owner | Full access to everything. Manages billing, plan, and team roles |
| Admin | Full operational access - settings, branding, team management |
| Project Manager | Manages projects, tasks, and team assignments |
| Accountant | Manages invoices, payments, and financial reports |
| Team Member | Works on assigned tasks, logs time, manages their own work |
| Role | What They Can Do |
|---|---|
| Organization Owner | Full client portal access - projects, tasks, invoices, services, reports, and member management |
| Organization Admin | Projects, tasks, invoices, and documents - no member management |
| Organization Member | Project work only - tasks, comments, and statuses. No financial access |
See also: Team Management for inviting staff · Clients for setting up client portal access · Client Portal for what clients see
Next Steps
Now that you're set up, explore these key features:
Add your logo, colors, and fonts
Bring your colleagues on board
Start managing work
Set up your first client organization
Configure email for notifications and invoices
Chat with your team or clients in real time