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Getting Started — dot-cOS

Prerequisites

  • Your organisation has been onboarded by a DotEvolve Super Admin, or you have completed self-signup
  • You have received an invitation email from the Admin Portal
  • Your tenant has been assigned the dot-cos app

Step 1 — Accept Your Invitation

  1. Open the invitation email from noreply@dotevolve.net
  2. Click Accept Invitation and set your password
  3. You are redirected to portal.dotevolve.net

Step 2 — Launch dot-cOS

  1. On the End-User Portal, click Launch on the dot-cOS App Card
  2. You are SSO'd into acme-corp.cos.dotevolve.net (your tenant's subdomain)
sequenceDiagram
    participant U as User
    participant P as portal.dotevolve.net
    participant C as cos.dotevolve.net
    participant GW as API Gateway

    U->>P: Click Launch on dot-cOS App Card
    P->>P: Build SSO link with JWT + tenantId
    P->>C: Redirect to /auth/sso?token=JWT&tenantId=ID
    C->>GW: Validate JWT
    GW-->>C: Session established
    C-->>U: Redirect to compliance dashboard

Step 3 — Create Your First Entity

  1. Navigate to Entities in the sidebar
  2. Click Add Entity
  3. Fill in company details: name, registration number, entity type, GSTIN, PAN
  4. Save — the entity is now available for workflow assignment

Step 4 — Start a Compliance Workflow

  1. Navigate to Workflows
  2. Click New Workflow
  3. Select a template (e.g. Annual General Meeting)
  4. Select the entity and financial year
  5. The workflow is created with all phases and tasks pre-populated

Step 5 — Generate a Document

  1. Open a workflow instance
  2. Navigate to a task that requires a document
  3. Click Generate Document
  4. Fill in the variable fields
  5. Download the generated PDF

Roles

Role Access
super-admin Full platform access
tenant-admin Manage users and view all data within their tenant
user Access compliance workflows and documents for their entity
Company Secretary App-specific role — full workflow management
CFO App-specific role — financial workflow access