Overview
You can sign in to the Velixo Portal with a Microsoft work or school account, a Google account, or a one-time code that Velixo sends to your work email address. Signing in with a code does not require a password. Whichever method you use, the same email address signs you in to the same Velixo account.
This article covers:
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signing in with Microsoft,
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signing in with Google,
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signing in with a one-time code,
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what happens the first time you sign in,
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accepting an invitation to join an organization,
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how your Velixo account and organization membership work,
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signing out.
Sign in with Microsoft
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Go to https://app.velixo.com/portal/. If you see the Portal home page, select Sign In in the top-right corner.
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Optionally, to change the language of the sign-in page, select a language from the list at the top of the page.
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Select Sign in with Microsoft.
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Sign in with your Microsoft work or school account (Microsoft Entra ID). Personal Microsoft accounts are not supported.
The Portal shows Signing in… while it sets up your session, then opens. If this is your first sign-in, the Portal first asks you to complete your profile, as described in Complete your first sign-in below.
Sign in with Google
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Go to https://app.velixo.com/portal/. If you see the Portal home page, select Sign In in the top-right corner.
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Optionally, to change the language of the sign-in page, select a language from the list at the top of the page.
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Select Sign in with Google.
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Choose your Google Workspace account or Gmail account.
Velixo accepts Google Workspace accounts and Gmail accounts with a verified email address. If you choose a Google account that uses another email address, the page shows Velixo accepts Google Workspace and Gmail accounts only. Sign in another way, or with another Google account. In that case, choose another Google account, or sign in with Microsoft or with a one-time code.
If the sign-in is interrupted, the page shows Google did not complete the sign-in. Try again.
The Portal shows Signing in… while it sets up your session, then opens. If this is your first sign-in, continue with Complete your first sign-in below. If you signed in with a Gmail address, the Portal also asks for your work email address, as described in Sign in with a personal email address.
Sign in with a one-time code
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Go to https://app.velixo.com/portal/. If you see the Portal home page, select Sign In.
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Enter your work email address in the email field below the OR separator.
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Select Sign In With Email. Velixo emails a one-time code to that address.
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Open the email from Velixo and copy the code.
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Enter the code in the Code field and select Sign In.
If the code does not arrive:
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Check your spam or junk folder.
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Select Request code to get a new code. You may need to wait for a short countdown before you can request one.
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To use another address, select Use a different email address.
If the address is not in a valid format, the page shows Please provide a valid email address and you cannot request a code.
Complete your first sign-in
The first time you sign in to the Portal, the Welcome to Velixo form asks you to set up your account:
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Enter your Name. Your Email is filled in from your sign-in and cannot be changed.
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Optionally, select your Language.
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Select I accept the Terms of Service and Privacy policy. The form links to both documents.
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Select Continue. The button is available only after you enter a name and accept the terms.
Every user completes this form once, including users who already use Velixo NX in Excel and users of the previous version of the Portal.
If you don’t belong to an organization yet, the Portal then helps you join one:
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If you have pending invitations, the You have pending invitations page shows them first. Accept or decline each invitation, then select Continue.
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If your company already has a Velixo organization, a page titled Join followed by the organization name appears, with your email domain. Select your Country, then select Join. You join the organization with the Employee role.
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If your company doesn’t have a Velixo organization yet, the Create your organization page appears. Check the company name, select your Country, then select Create. You become the organization’s Owner and an Organization admin. If Velixo already knows your company, this page is titled Join followed by your company name, and the button is Join.
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If you signed in with a personal email address, such as a Gmail address, the Portal first asks for your work email address. See Sign in with a personal email address below.
The Portal home page opens.
If you select Not now instead of joining or creating an organization, the Portal shows You cannot sign in yet, because you need an organization to use Velixo. Select Sign out. The next time you sign in, the Portal shows the same steps again.
Sign in with a personal email address
If you sign in with a personal email address, such as a Gmail address, the Portal asks for your work email address so that it can find your organization.
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On the Enter your work email page, enter your work email address in Work email, then select Request code. You can’t use a personal email address in this step.
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Velixo sends a code to your work email address. On the Confirm your work email page, enter the code, then select Continue. If you don’t see the email, check your spam or junk folder. The page shows when you can request a new code. To use a different address, select Back.
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Join your company’s organization, or create it, as described above. Velixo uses the domain of your verified work email address.
The Portal home page opens. You are signed in with your personal email address, as a member of your organization. This Velixo account is separate from any Velixo account that uses your work email address.
If an Organization admin invited your work email address, sign in with that address instead. The Portal shows invitations only for the address you sign in with.
To use a different account, select Sign out on the Enter your work email page.
Your Velixo account and organization
You have one Velixo account for both the Velixo Portal and the Velixo NX add-in for Excel. The account is created the first time you sign in to either one. You don’t need to sign in to the Portal before you use Velixo NX.
When you first sign in, the Portal offers to add you to your company’s organization, with the Employee role. See Complete your first sign-in above.
If your company doesn’t have a Velixo organization yet, you can create one when you first sign in. You then become its Owner and an Organization admin, so you can invite your colleagues. See Managing users in your organization.
If you aren’t added to your company’s organization, ask an Organization admin at your company to invite you, or contact Velixo Support. See Accept an invitation below.
Accept an invitation
When an Organization admin invites you to their organization, you receive an invitation email and a notification in the Portal. You can accept the invitation from either one. An invitation expires 14 days after it is sent.
From the invitation email
The email shows who invited you, the organization, and the role you are invited with.
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Open the invitation email and select Accept invitation.
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The Portal sign-in page opens. Sign in to the Portal.
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If this is your first sign-in, complete the Welcome to Velixo form, as described in Complete your first sign-in above.
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On the You're in! page, select Go to dashboard.
From the Portal
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Select the notifications bell in the top bar. Each pending invitation shows the organization, your role, who invited you, when it was sent, and when it expires.
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Select Accept to join the organization, or Decline to reject the invitation.
Once you accept, you are added to the organization.
Sign out
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Select your name in the top-right corner of the Portal.
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Select Sign out.