# Getting started in the Ad Portal

First steps after approval: set your Ad Portal password, sign in with an email code, check the Terms, choose your language, try Test mode, add your team.

**In short:** when your business is approved, we email you a link to set your Ad Portal password. Sign in at adportal.agilis.dating with your email, that password and a 4-digit code we email you. Then try Test mode, choose your language, add colleagues if you want to, and create your first Offer or Event.

## Step 1: Set your Ad Portal password

1. Open the email **"Your business is approved on Agilis"**.
2. Select **Set your Ad Portal password**.
3. Type your new password twice and select **Save Password**.

Your Ad Portal password is separate from the password you use on the Agilis website. The link works once. If it has already been used, or you can't find the email, write to help@agilis.dating and we'll send a new one.

## Step 2: Sign in

1. Go to **adportal.agilis.dating**.
2. Enter your **Email Address** and **Password**, then select **Sign In**.
3. Choose **Email verification code** and select **Send code**.
4. Enter the 4-digit code from the email and select **Verify**.

You need a new code each time you sign in. If it hasn't arrived, check your Junk or Spam folder, or select **Resend**.

## Step 3: Check the Terms

You accepted the Agilis Advertising Terms when you registered. When we publish a new version, every Org Admin in your business gets an email.

- Until an Org Admin accepts the new version on the **Terms and conditions** screen, nobody in your business can create a new Offer or Event.
- Your existing Offers and Events carry on, and so do pausing, results, invoices and top-ups.

The Terms are shown in your language for convenience; the English version is the binding agreement. Org Admins can download your signed copies from **Terms and conditions**.

## Step 4: Choose your language

Go to **Settings** → **Language**. The Ad Portal and our emails to your business use the language you choose, for everyone in your business. Only an Org Admin can change it.

## Step 5: Try Test mode

The **Test mode** switch is at the top of every page. In Test mode, the Offers and Events you create are free and never shown to members. It's the safest way to learn the forms. Turn Test mode off to advertise to members.

## Step 6: Add your team (optional)

If you work alone, skip this step: you can do everything as the Org Admin. To add colleagues, go to **Team** → **Add a team member**. You need each person's full name, email address and phone number. Each new member gets an email to set their own password. Select **What can each role do?** beside **Role** to see the table below.

### Team roles and permissions

| Task | Org Admin | Advertiser | Developer |
|---|---|---|---|
| **Offer management** |  |  |  |
| Create, edit and pay for Offers in the Ad Portal | Yes, all | Yes, their own | No |
| Create and pay for Offers through the Agilis API | Yes | No | Yes |
| **Event management** |  |  |  |
| Create, edit and pay for Events in the Ad Portal | Yes, all | Yes, their own | No |
| See Events in the Ad Portal | Yes, all | Yes, their own | View only |
| Create and pay for Events through the Agilis API | Yes | No | Yes |
| **Results and billing** |  |  |  |
| See results in the Ad Portal (Analytics) | Yes, all | Yes, their own | No |
| Top up and spend their own balance | Yes | Yes | Yes |
| See invoices | Yes, all | Yes, their own | Yes, their own |
| See the Organisation balance | Yes | No | No |
| **API access** |  |  |  |
| Create API keys | Yes | No | Yes |
| **Team and account** |  |  |  |
| Add people and change their roles | Yes | No | No |
| Accept updated Terms and conditions | Yes | No | No |
| Read Notices from Agilis | Yes | No | No |
| Change the Ad Portal language | Yes | No | No |

**Developers and the API.** Developers can't create Offers or Events in the Ad Portal. With their API keys, they can create, publish and pay for Offers and Events through the Agilis API, by card or from their own balance, which they can top up. They can never spend anyone else's balance. Your business is responsible for how its API keys are used, so give the Developer role only to people you trust to do this.

Each person has their own balance and pays from it. The Organisation balance is everyone's balances added together.

An Org Admin can change someone's role later in **Team**. There is always at least one Org Admin.

## What's next

- [Create your first Offer](https://www.agilis.dating/business/guide/offers)
- [List your first Event](https://www.agilis.dating/business/guide/events)

## Questions

### I didn't get the approval email. What should I do?

Check your Junk or Spam folder for an email from help@agilis.dating. If it isn't there, write to us and we'll send a new link.

### Why do I need a code every time I sign in?

The code is a second check that it's really you. It protects your balance and your listings.

### Can I sign in to the Ad Portal with my website password?

No. The Ad Portal has its own password, which you set from the approval email.

Source: https://www.agilis.dating/business/guide/getting-started