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Sign in as an organization

Voice Portal accounts belong to organizations. The first person to sign up creates the organization and becomes its administrator; everyone else joins by invitation. This page covers how to create an account, accept an invite, sign in, and how roles and projects decide what each person can do.

The Voice Portal sign-in screen Sign in at portal.imatic.ai with your email or username, or create a new organization from the sign-up link.

Create an organization (sign up)​

Signing up does two things at once: it creates a new organization and makes you its owner.

The Voice Portal "Create Organization" sign-up screen Sign up with your organization name, country, your name, email and a password.

Steps​

  1. Go to /signup.
  2. Enter your organization name and country, then your full name, email and a password.
  3. Select Create Account.

The Portal creates the organization and assigns you the org_admin role. From here you own billing, team members, compliance settings and every project in the organization.

tip

Only sign up if you are starting a brand-new organization. If your company already has a Voice Portal account, ask an admin to invite you instead — that keeps everyone in the same workspace.

Join by invitation (accept an invite)​

When an org_admin or project_manager invites you, you receive an invitation link containing a one-time token.

Steps​

  1. Open the invitation link, which lands on /accept-invite.
  2. Confirm your details and set a password.
  3. Submit to join the organization with the role you were invited as.

You can invite and manage team members from Workplace & team.

Sign in​

  1. Go to /login.
  2. Enter your email or username and your password.
  3. Sign in to reach the Dashboard.

Roles and permissions​

Voice Portal has four roles. Each builds on the one below it.

RoleScopeWhat they can do
super_adminPlatformimatic operators. Manage organizations and platform-wide admin tools.
org_adminWhole organizationOwn billing, team members and compliance. Create and manage all projects, agents and campaigns.
project_managerAssigned projectsManage agents, campaigns and contacts within the projects they're assigned to.
normal_userAssigned projectsView activity and perform limited actions; cannot manage billing or team.
note

super_admin is for the imatic platform team, not for customer organizations. Day-to-day account ownership sits with org_admin.

Projects​

A project is a group inside your organization that bundles related agents, campaigns and contacts. Projects are how larger teams keep work separate and tidy.

Each project carries:

  • its own timezone and locale, so calling times and formatting match the audience;
  • its own user assignments, so people only see the projects they work on.

This is the middle layer of the Organization → Projects → Agents structure described in the overview. Create your projects before building agents so each agent, campaign and contact lands in the right place.

tip

Use one project per team, region or product line. Setting the project timezone correctly keeps outbound campaigns dialing at appropriate local hours.

Next steps​