Account Setup

Umbrella uses two layers: user accounts (individual people) and organizations (businesses). You must belong to an organization to access the dashboard.

Create Your Account

Go to the Umbrella sign-up page and register with an email address or a social login (Google, GitHub). Verify your email if prompted, then you will be redirected to organization selection.

Select or Create an Organization

After signing in, you are taken to the Organization Selection page.

• Select an existing organization to enter its dashboard
• Create a new organization to start a new workspace
• Accept an invitation if you have been invited by another team

Creating an Organization

To create an organization, enter your business name and optionally upload a logo. You are automatically assigned the Admin role.

After creation, you land on the dashboard with the Quick Start Guide ready to go.

Switch Between Organizations

Use the Organization Switcher at the top of the sidebar to move between organizations without signing out.

Organization Profile

To update your organization name, logo, or slug:

Team Members

Invite a Team Member

1. Go to Settings → Members
2. Enter their email address and choose a role (Admin or Member)
3. They receive an email invitation to join

Roles

Manage Existing Members

From the Members page, Admins can change roles, remove members, and view or resend pending invitations.

User Profile

To update your name, email, photo, password, or two-factor authentication:

Settings Overview

Security Tips

• Enable two-factor authentication in your User Profile
• Review team access regularly and remove inactive members
• Maintain multiple Admins to avoid lockout
• If you suspect unauthorized access, change your password and review active sessions immediately. Contact support@myumbrella.ai if needed.

Related

• Introduction — Platform overview
• Quick Start Guide — Getting your first warranty live
• General Settings — Currency and country configuration