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Account Setup

Welcome to LoupeFactory. This guide walks you through creating your account, logging in via WorkOS authentication, and configuring your organization settings so your team is ready to go.

Sign Up

To get started, navigate to app.loupefactory.com and click Get Started or Sign Up.

  1. Enter your work email address.
  2. Choose a password or continue with a supported identity provider (Google, Microsoft, or SSO).
  3. Verify your email address using the confirmation link sent to your inbox.

Screenshot: Sign-Up Form

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Once your email is verified, you'll be prompted to create your organization.

Log In with WorkOS Authentication

LoupeFactory uses WorkOS to handle authentication, giving your organization enterprise-grade security including SSO, SAML, and directory sync support.

Standard Login

  1. Go to app.loupefactory.com and click Log In.
  2. Enter your email address. WorkOS will route you to the correct authentication method for your organization.
  3. Complete authentication — either via password, magic link, or your configured SSO provider.

Screenshot: WorkOS Login Screen

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SSO / Enterprise Login

If your organization has configured SAML or OIDC-based SSO, users are automatically redirected to your identity provider (e.g., Okta, Azure AD, Google Workspace) after entering their email. No separate setup is needed on the user side — your admin handles SSO configuration in the organization settings.

Screenshot: SSO Redirect

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Initial Organization Settings

After signing up, you'll be taken through a short onboarding flow to configure your organization.

Organization Profile

Fill in your organization details:

  • Organization name — the name displayed across the platform and on invoices.
  • Industry — select your primary industry (e.g., gemstone processing, manufacturing, trade).
  • Default currency — used for pricing, invoices, and reports.
  • Timezone — ensures timestamps and scheduled reports are accurate for your location.

Screenshot: Organization Profile Form

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Inviting Team Members

Once your organization is created, you can invite colleagues:

  1. Go to Settings → Team Members.
  2. Click Invite Member and enter their email address.
  3. Assign a role: Admin, Manager, or Staff.
  4. The invitee receives an email with a link to join your organization.

Screenshot: Invite Team Members

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Notification Preferences

Configure how and when LoupeFactory notifies you:

  • Email notifications — order updates, shipment status changes, low inventory alerts.
  • In-app notifications — real-time alerts visible in the notification bell.

You can adjust these at any time under Settings → Notifications.

Screenshot: Notification Preferences

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Next Steps

  • Dashboard Overview — get familiar with the main dashboard layout and key metrics.
  • Quick Start Guide — follow a step-by-step walkthrough to add inventory, create a production process, and place your first order.
  • Managing Your Account — update your profile and organization settings at any time.