1. Register your firm
Go to app.allcora.ai/register and choose one of two paths:
| Path | What you get | What happens next |
|---|---|---|
| Sign up as a customer | The Starter or Growth plan, billed monthly. | We confirm your workspace, usually within one working day, and email the person who registered. |
| Become a design partner | The Growth plan at no cost for the programme, with soft budget gates. | We review every application and reply within two working days. |
Register with the work address you will sign in with. You also choose the firm's reporting currency here. It is used for firm totals, reports and approval limits. Choose carefully: it can't be changed in the app.
The person who registers becomes the firm's first Org admin, with the Finance owner and Engagement owner roles as well.
2. Accept your invitation
Your invitation arrives from invite@allcora.ai with the subject "You're invited to Allcora". It contains a temporary password that expires after 7 days.
- Select Sign in to Allcora in the email.
- Enter your email address and the temporary password.
- Choose your own password: at least 12 characters, including lower-case letters and numbers.
Allcora sends email from invite@, alerts@ and approvals@allcora.ai. Add them to your safe senders so approval requests and stop notices never land in spam.
Forgot your password? Select Sign in with email, then Forgot your password?, and enter the code we email you. The code expires after one hour. If your sign-in page shows Continue with Google, you can use it with the same address you were invited with. Microsoft sign-in isn't available yet; use your email and password.
3. Accept the terms
On first sign-in, an Org admin may be asked to accept the Allcora terms and data processing agreement for the firm. Firms that registered online accepted them at registration. Until an Org admin accepts a new version, other people can't continue; if you see that message, ask your Org admin to sign in and accept.
4. Work through "Get Allcora running"
Org admins see a five-step checklist on the Engagements page until every step is done. Each step has a Start button.
- Connect a usage source. Start with the tool your team uses most. See Connect usage sources.
- Create an engagement. Give it a job code your team will recognise. See Engagements and budgets.
- Map keys or people to engagements. Rules send usage from a known key, person or workspace to the right engagement automatically.
- Check your thresholds. The defaults are an alert at 75%, an approval at 100% and a stop at 110%. See Alerts, approvals and stops.
- Invite your team. Give each person the roles they need. See People and roles.
5. Start your subscription
An Org admin chooses a plan under Settings → Plan and pays through Stripe. Until then, Org admins see a reminder on the Engagements page. Design partners are not billed during the programme. See Plans and billing.
Good to know
On a shared computer, always use Sign out at the foot of the menu: closing the tab isn't enough to end your sign-in. Each person belongs to one firm, so an address already used in another firm can't be invited; contact us if it needs to move. The Allcora version you're on is shown at the foot of the menu, which helps when you contact us.
Last reviewed 29 October 2026, Allcora platform version 15.