---
title: Getting Started with the Business Platform Backoffice
---

## Overview

The smallstack Business Platform Backoffice is the central management interface for your projects, users, and business data. This guide walks you through the registration process, first login, and initial setup steps.

## Registration

### Creating a New Account

1. Navigate to the Backoffice URL provided by your administrator.
2. Click **Register** on the login page.
3. Fill in your details:
   - First name
   - Last name
   - Email address
   - Password
4. Submit the registration form.

### Email Verification

After registering, a verification email is sent to the address you provided. You must verify your email before you can access the platform:

1. Open the verification email in your inbox.
2. Click the verification link.
3. You will be redirected back to the Backoffice automatically.

> **Note:** The verification link is single-use and time-limited. If it expires, you can request a new one from the login page.

## First Login and Onboarding

### Automatic Redirect for New Users

After email verification, newly registered users who have no existing projects are automatically redirected to `/projects/new` to create their first project. This ensures that every user has a project workspace ready before accessing the main dashboard.

If your account has been granted access to one or more existing projects (for example, via an invitation), you will be taken directly to the main dashboard instead.

### Creating Your First Project

On the `/projects/new` page you will be prompted to:

1. **Choose a template** — Select a project template that best fits your use case (for example, CRM, Real Estate, or an empty blank project).
2. **Name your project** — Enter a descriptive name for the project.
3. **Confirm creation** — Submit the form to provision the project.

Once the project is created, you are redirected to your new project workspace.

> **Note for administrators:** If the `projectCreationDisabled` flag is set on a user account, that user will not be redirected to `/projects/new` after login, regardless of whether they have existing projects. They will land on the main dashboard instead. This flag can be managed through the user administration section.

## Subsequent Logins

After your first project has been created, logging in again will take you directly to the main dashboard where all your projects are listed.

### Login Methods

The Backoffice supports multiple authentication methods:

- **Email and password** — Standard credentials-based login.
- **Microsoft (SSO)** — Sign in with a Microsoft organisational account via OAuth.
- **Magic link / passwordless** — Request a one-time login link sent to your email.

### Forgot Password

If you forget your password:

1. Click **Forgot password** on the login page.
2. Enter your registered email address.
3. Check your inbox for a password reset email and follow the link.
4. Set a new password.
5. After resetting your password, you will be logged in and redirected. New accounts with no projects will be sent to `/projects/new` as described above.

## Logging Out

To log out at any time:

1. Click the account button in the top navigation bar.
2. Select **Logout**.

You will be returned to the login page.

## Troubleshooting

| Symptom | Likely cause | Resolution |
|---|---|---|
| Verification email never arrives | Email in spam folder or typo in address | Check spam; re-register with correct address |
| Redirected to `/projects/new` unexpectedly | No projects are associated with your account | Create a project to proceed |
| Login page shows an error after password reset | Session not cleared properly | Clear browser cookies and try again |
| SSO login fails | Microsoft tenant not configured | Contact your administrator |