2. Login

The first step to using the IOK platform is creating the company account. Unlike the previous version of the platform, the organization’s administrator is now responsible for creating the official company account. After that, they can add users linked to this account, such as employees and partners. 

Each user will access the platform with their own email and password, but all will be connected to a single shared account. This allows the data of all collaborators to be viewed in an integrated manner, and to ensure security and access control, the administrator can configure specific permissions for each user, defining the level of access and the functionalities available for each profile.

2.1 🔑 How to Log In

After creating and activating the account, the user can access the platform by entering their email and password registered.

✔️ When logging in, a unique access token will be automatically generated, allowing continuous use of the platform without the need for new logins until the token expires.

⚙️ Important: When the token expires, a new login will be required.

2.2 🔁 How to Recover the Password

If the user forgets or loses their password, simply click on the "Forgot my password" option on the initial login screen.

Then, the user must provide the email registered on the platform. An email with the password reset link will be automatically sent. Just click on the link and securely set a new password.

2.3 📝 How to Create a New Account

If the company does not yet have an account in this new version of the IOK Platform, the administrator must follow these steps:

1. Access the platform's homepage and click on "Create Account";
2. Choose the type of organization:
   • Company: for individual companies or franchises;
   • Network (Chain): for networks with multiple units.
3. Fill in the requested information (company details, administrator email, etc.);
4. Complete the process and wait for the activation email;
5. Click on the link sent by email to activate the account and start using the platform.

2.4 🔄 How to Migrate an Existing Account

If there are already active accounts in the previous version of the platform, it is possible to use the "Migrate Account" function to transfer all data to the new platform.

How the migration works:

1. The main user (administrator) must click on "Migrate Account";
2. Provide the email registered in the previous version of the IOK Platform;
3. They will receive a confirmation email with the link to start the process;
4. Confirm and fill in the information for the new corporate account;
5. Receive a new email to activate the account on the new platform;
6. After activation, the administrator will obtain the account ID (visible in the profile) and can share it with other collaborators who also need to migrate their accounts.

For collaborators:

1. Click on "Migrate Account";
2. Provide the email registered in the previous version;
3. Enter the company account ID (provided by the administrator);
4. Fill in the information and wait for the administrator's approval;
5. After approval, the user will receive an email to activate access to the new account.

⚙️ Important: Only the administrator needs to complete the first step of the migration. Other users follow the process with the main account ID.

✅ Ready! Now that you know how to access the IOK Platform, continue with the next article:

➡️ 3. IOK Platform - "Home" Tab