# Welcome: Client Onboarding Guide Let’s make sure you’re ready to get the most out your AlphaGeo license. Follow this checklist to complete setup. ### 1. LOGIN CREDENTIALS This will be sent to the organization's admin user via email. ### 2. GETTING STARTED * Log in using credentials at . * Reset your password, ensuring that it: * contains at least 12 characters including an uppercase letter, a lowercase letter, a number, and a special character * does not contain the username * is not too similar to your personal information * is not a commonly used password * is not entirely numeric * is not the same as the last 5 passwords ### 3. UPLOAD YOUR DATA Upload your data to begin asset or portfolio analysis: * Ensure data is formatted correctly * If uploading a flat file, please refer to our [Data Upload Guide](https://climatealpha-public.s3.ap-southeast-1.amazonaws.com/guides/Data+Upload+Guide.pdf). * If using an API, please refer to our [Data API Guide.](https://docs.alphageo.ai/for-developers/alphageo-data-api) * Upload using your preferred method ### 4. USING OUR PLATFORM AlphaGeo’s native application, AlphaGeo Explorer, allows users to analyze both existing assets (at asset and portfolio-level), as well as explore and diligence new locations. Refer to the following guides on how to get started: * **Analyze existing portfolios and assets**: See our [Portfolio Analytics Guide](https://docs.alphageo.ai/platform-guides/portfolio-analytics). * **Explore and evaluate new locations**: See our [Location Explorer Guide](https://docs.alphageo.ai/platform-guides/location-explorer). ### 5. UNDERSTANDING OUR DATA The true value of your license lies in our proprietary data analytics, designed specifically for resilient investing. To help you make the most of these insights, refer to our main product pages within our Gitbook Public Docs. ### 6. FOR ADMINS: MANAGE YOUR ORGANIZATION Our [Admin Panel Guide](https://docs.alphageo.ai/platform-guides/admin-panel) provides detail on how designated admins can manage permissions for their organization. ### 7. STAYING CONNECTED Book your first Quarterly Consultation, or share feedback at any point by emailing . --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.alphageo.ai/client-onboarding-guide.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.