How CorpoAlert Works

CorpoAlert helps you track expiries, manage compliance, and receive automated alerts from a single dashboard. Set up your assets once, and let our system handle reminders, notifications, and reporting so you never miss a critical deadline.

Register as a New User

CorpoAlert Registration Page

To get started with CorpoAlert, users must first create an account. The registration process is simple, secure, and designed to help you start managing your assets and compliance without any hassle.

First, visit the official website: https://corpoalert.com. From here, you can begin the registration process using either the header menu or the homepage banner.

  • Click the Sign In button from the website header to open the Login page. On the login screen, you will find a New User / Create Account link that redirects you to the registration page.
  • Alternatively, click the Get Started for Free button from the homepage banner to be redirected directly to the Register page.
  • Both options lead to the same secure registration form, where you can create your CorpoAlert account and begin the onboarding process.
  • Once registered, you will be guided through email verification, password setup, plan selection, and company configuration.
Registration Form Step 2
Registration Form Step 3

Create Account

Create Account Confirmation Page

When you land on the Register Page, you will see two options to create your account:

  • Option 1 - Manual Registration: Fill in your First Name (required, 3-100 characters), Last Name (required, 3-50 characters), and a valid Email Address.
  • Click the Register button. The system will automatically validate your data.
  • If all information is correct, your data will be stored and a verification email will be sent to your provided email address for confirmation.
  • If there are any validation errors, a toast message will inform you about the specific issues so you can correct them.
  • Option 2 - Register with Google: Click the Google Sign Up button. Your account will be created automatically. The system will also handle:
    • Automatic email verification
    • Password setup
    • Account registration
    This option lets you get started instantly without manually filling the form.

Verify Your Email Address

Email Verification Page

After completing the Create Account step, the system sends a 6-digit OTP to the email address you provided. Follow these steps to verify your account:

  • Check your email inbox for the 6-digit OTP sent by CorpoAlert. If you do not receive the email, check the spam/junk folder or the Check Email Status option on the page.
  • Copy the OTP and paste it into the OTP field on the Verify Email page.
  • Click the Validate Email button. The system will check your OTP automatically.
  • OTP Validity: Each OTP is valid for 5 minutes only. If 5 minutes pass, the OTP will expire.
  • If the OTP expires, click the Resend OTP link to get a new email. You can resend the OTP up to 3 times. After the third attempt, the resend button will be disabled.
  • If you cannot receive the OTP after multiple attempts, please contact us using the Contact Page to get assistance.
  • When the OTP is correct, your account will be successfully verified and you will be redirected to the Set Password page.
  • If the OTP is incorrect or expired, a toast message will explain the reason so you can take the correct action.

Set Your Account Password

Set Password Page

After your email is successfully verified, you will be redirected to the Set Password page. Follow these steps to create a strong and secure password:

  • Your Email Address will be displayed at the top. This cannot be changed at this stage.
  • Enter your desired password in the Password field and repeat it in the Confirm Password field.
  • Your password must meet the following requirements:
    • Minimum 8 characters and maximum 20 characters
    • At least one lowercase letter (a-z)
    • At least one uppercase letter (A-Z)
    • At least one number (0-9)
    • At least one special character (!@#$%^&*()_+ etc.)
  • Click the Set Password button. The system will validate your password automatically.
  • If the password meets all the criteria, it will be saved and your account setup will be complete.
  • If there are any errors (e.g., password too short, missing uppercase, or mismatch), a toast message will display the specific issue.

Choose Your Plan

Choose a Plan Page

After successfully setting your password, the next step is to choose a subscription plan. Currently, you can enjoy 30 days of free usage without providing any credit card information. Follow the steps below to select the plan that suits your business needs:

  • On the right side of the page, you will see all available plans.
  • Click the View Details link to explore the features and benefits of each plan.
  • Once you have selected your preferred plan, click the Set Plan button to confirm your subscription.
  • After setting your plan, you can proceed to the final step: Company Setup.

Setup Your Company

Company Information Setup Page

Congratulations! πŸŽ‰ You have successfully completed your account creation and plan selection. The final step is to set up your company. Once this is done, you will be redirected to your Dashboard.

  • Fill in the Company Setup Form with the following information:
    • Company Name - Required, string, max 200 characters, must be unique
    • Company Email - Required, valid email, must be unique
    • Company Phone - Optional, string, max 50 characters
    • Company Website - Optional, valid URL, max 50 characters
  • After filling the form, click the Finish button.
  • The system will automatically validate your input:
    • If all fields are correct and unique, your company will be created successfully, and you will be redirected to your Dashboard.
    • If there is any validation error (duplicate email/name, invalid URL, etc.), a toast message will appear showing the exact issue.

Login Section

This section handles all login-related functionalities for users. It contains the following options:

  • Login Process – Allows registered users to log in using their email and password.
  • Forget Password – Users can reset their password in case they forget it.

Login Process

Partner Portal Login Page

Users can log in to the system using two available methods. Follow the steps below for a smooth login experience:

  • Option 1: Manual Login – Enter your registered email and password in the login form and click the Sign In button.
  • Option 2: Google Login – Click the Continue with Google button to authenticate via your Google account.
  • Forgot Password? – If you forget your password, click the Forget Password link to reset it.
  • New User? – If you don’t have an account, click the Register link to create a new account.
  • Validation:
    • If email and password are valid, you will be successfully logged in.
    • If your account is inactive, blocked, or the credentials are invalid, a toast message will display the exact reason.

Forget Password Workflow

If you forget your password, follow this 3-step process to securely reset it and regain access to your account:

Step 1: Forget Password Page

Enter your registered email address in the Forget Password form. If the email exists in our system, a 6-digit OTP will be sent to your email address for verification.

Forget Password Page
Step 2: Verify OTP

Enter the OTP sent to your email address in the verification field and click Validate OTP. If the OTP is correct, you will be allowed to proceed to the password reset page. If the OTP is invalid or expired, a toast message will notify you.

Verify OTP Page
Step 3: Password Reset

On the password reset page, enter your new password and confirm it. The password rules are:

  • Minimum 8 characters, maximum 20 characters
  • Must include at least one uppercase letter
  • Must include at least one lowercase letter
  • Must include at least one number
  • Must include at least one special character

After setting your password correctly, click Reset Password to update your account. You will then be able to log in with your new password.

Reset Password Page

Dashboard Overview

The Dashboard provides a quick and clear overview of your entire system. From here, you can instantly monitor assets, companies, sellers, and reminders without navigating through multiple pages.

Dashboard Overview
  • Selected Company – Displays the currently active company you are working with.
  • Expired Asset Today – Shows assets that expire today and require immediate attention.
  • Expired This Week – Lists assets that will expire within the current week.
  • Active Assets – Displays all currently active and valid assets.
  • Already Expired – Shows assets that have already crossed their expiry date.
  • Total Asset – Total number of assets available in the system.
  • Total Seller – Total sellers associated with the selected company.
  • Total Company – Total companies accessible to the logged-in user.
  • Asset Lifecycle Overview – Visual summary of asset status and lifecycle stages.
  • Upcoming Reminder – Notifications for assets that will expire soon.
  • Expired Reminder – Alerts for assets that have already expired.

Selected Company

The Selected Company feature allows you to control which company’s data you are currently working with. This selection applies globally across the entire system.

Selected Company Dropdown
  • On every page, you will find the Company Selection Dropdown at the top-right corner of the header, just to the left of the profile menu.
  • The dropdown displays a list of all companies that you have access to.
  • Important: All pages in the system will show data only for the selected company. Data from other companies will not be visible until you switch the company.
  • You can easily switch companies by clicking the dropdown and selecting another company from the list.

Dashboard Summary

This section highlights assets that require immediate attention and provides a detailed overview of key dashboard statistics related to asset expiry, activity status, and company-level data.

Expired Asset Today Overview
  • Expired Asset Today – Displays all assets that expire on the current date. These assets require immediate action to avoid compliance risks or service disruption.
  • Expired This Week – Shows assets scheduled to expire within the current week, allowing you to plan renewals or actions in advance.
  • Active Assets – Represents assets that are currently valid and active, meaning their expiry dates are still in the future.
  • Already Expired – Lists assets that have already crossed their expiry date and may pose compliance or operational risks.
  • Total Asset – Shows the total number of assets available under the currently selected company.
  • Total Seller – Displays the total number of sellers linked to the selected company.
  • Total Company – Indicates the total number of companies accessible to the logged-in user based on permissions.

Upcoming Reminder

The Upcoming Reminder section helps you stay informed about assets that are approaching their expiry date. This ensures you receive timely notifications and can take action before assets expire.

  • Scheduled Reminders – Displays reminders that are scheduled for upcoming asset expirations based on predefined reminder settings.
  • Reminder Date – Shows the exact date when the reminder will be triggered before the asset expires.
  • Advance Notification – Helps users receive alerts in advance, allowing sufficient time for renewal or necessary actions.
  • Configurable Alerts – Reminder timing can be configured (e.g., days or weeks before expiry) based on business requirements.

Expired Reminder

The Expired Reminder section shows reminders for assets whose reminder time has already passed but no action was taken. This helps you identify missed alerts and take corrective steps immediately.

Expired Reminder Overview
  • Expired Notifications – Displays reminders that have already passed without any action being taken by the user.
  • Missed Reminder Date – Shows the date on which the reminder was supposed to notify the user before asset expiration.
  • Risk Indicator – Helps identify assets that may already be expired or are very close to expiry due to missed reminders.
  • Immediate Action Required – Encourages users to take quick action such as renewal, replacement, or deactivation of the affected assets.

My Profile

The My Profile section allows you to manage your personal account information and track your activity within the system.

  • My Profile – View your basic account information such as name, email address, and profile details.
  • My Activities – Track your recent actions and activities performed within the system.
  • My Documents – Access documents uploaded or associated with your user account.
  • Edit Profile – Update your personal information such as name, profile photo, or contact details.
  • Update Password – Change your account password to keep your account secure.

Profile Information

The Profile Information section allows you to view and manage your personal account details, subscription plans, and activity-related information in one place.

My Profile Overview

To access this page, navigate to the top-right corner of the header and click on your profile dropdown. From there, select the My Profile option.

Inside this page, you will find multiple tabs that help you manage different aspects of your account and profile.

  • General Overview – View your basic personal information such as name, email address, account status, and current subscription plan.
  • My Activity – Review your recent actions and system activities for better tracking and accountability.
  • My Documents – Access and manage documents linked to your user account.
  • Edit Profile – Update your personal details and profile information.
  • Other Profile Tabs – Additional tabs may appear based on your role and system permissions.

My Activities

The My Activities section allows you to track all actions performed within the system. It provides a clear record of activities for accountability and monitoring purposes.

User Activity Overview
  • Super Admin / Owner View: If you have super admin or owner privileges, you can view activities performed by all users across the system.
  • Normal User View: If you are a standard user, you can only view your own activities. This ensures privacy and security of other users' data.
  • Activity Details: Each entry typically includes the type of action, the time and date it occurred, and the user responsible (if applicable).
  • Filters: You can filter activities based on date ranges, action types, or specific users (if permitted).

My Documents / Asset Files

The My Documents section provides access to all your uploaded documents and asset files. Depending on your role, you can view, manage, and perform actions on these files.

My Documents Overview
  • Super Admin / Owner View: Users with super admin or owner privileges can view all documents and asset files uploaded by any user across the system.
  • Normal User View: Standard users can only view documents they uploaded or that are shared with them, ensuring data privacy.
  • Action Buttons: Each file comes with a set of actions located on the right side, including:
    • View - Open the document/file in a modal or new tab.
    • Download - Save a copy of the file to your device.
    • Delete - Remove the file from the system (if you have permission).
  • Role-Based Restrictions: Actions like deleting or downloading files may be restricted depending on user roles and permissions.

Edit Profile

The Edit Profile section allows users to update their personal information and preferences. Access this form by clicking the Update Profile button on the My Profile page.

Edit Profile Form
  • First Name: Required field, must be 3-100 characters.
  • Last Name: Required field, must be 3-50 characters.
  • Username: Required, 5-50 characters, must be unique.
  • Phone Number: Optional, must be a valid phone number format.
  • Date of Birth: Optional, format: Month, Day, Year (M, D, Y).
  • Gender: Required, select one from Male, Female, Other.
  • Timezone: Required, defaults to your current timezone but can be changed. All displayed data will follow the selected timezone.
  • Currency: Required, defaults to your country’s currency but can be updated. All displayed data will follow the selected currency.

After filling in the form, click the Update button. The system will validate your input:

  • If all inputs are correct, your profile will be successfully updated.
  • If any errors occur, a toast message will indicate what needs correction.

Update Password

The Update Password section allows users to securely change their portal password. Access this form by going to My Profile β†’ Change Password link in the top-right profile dropdown.

Update Password Form
  • Current Password: Enter your existing password. The system will verify it before allowing changes.
  • New Password: Enter your desired password. Must follow rules:
    • Minimum 8, maximum 20 characters
    • At least one uppercase letter
    • At least one lowercase letter
    • At least one number
    • At least one special character
  • Retype Password: Re-enter your new password to confirm it matches.

After filling in all fields, click Update. The system will validate:

  • If the current password matches and the new password meets all rules, your password will be updated successfully.
  • If there is any mismatch or validation failure, a toast message will display the error for correction.

Email Configuration Module

This module allows you to manage email settings for the portal. You can add, update, delete, and test SMTP configurations to ensure emails are sent correctly from the system.

SMTP Setup Page
  • Add New SMTP – Click the + Add New button at the top-right corner of the page to create a new SMTP configuration.
  • Update SMTP Information – Click the action dropdown on any record to modify the existing SMTP settings as needed.
  • Delete SMTP Record – Use the action dropdown to remove SMTP configurations that are no longer required.
  • Test SMTP – Verify that SMTP settings are correctly configured by sending a test email from the system.
  • Valid Column – Each SMTP record will have a Valid status: Valid if the SMTP works correctly, Invalid if there is an issue. Hover over the Invalid badge to see detailed error information in a tooltip.

Add New SMTP Configuration

How to Obtain SMTP Credentials from cPanel

To send emails from your portal, you need valid SMTP credentials. You can get these credentials from your cPanel hosting account:

  1. Login to cPanel: Go to your hosting provider’s cPanel login page and enter your credentials.
  2. Navigate to Email Accounts: Find the Email Accounts section under the Email category.
  3. Create a New Email Account: If you don’t have one, click Create and set the email address and password.
  4. Access Configuration Settings: Click Connect Devices or Set Up Mail Client next to the email account.
  5. Note SMTP Credentials: Copy the following information:
    • Incoming/Outgoing Host: Usually mail.yourdomain.com
    • Port: 465 for SSL, 587 for TLS
    • Username: Full email address
    • Password: The password you set
    • Encryption: SSL or TLS
  6. Use in Portal: Enter these credentials in the Email Configuration Module to send emails successfully.
Tip: Always test the SMTP after creating it to ensure emails can be sent successfully.

To add a new SMTP configuration, navigate to the Email Configuration module from the header menu. Once on the Email Configuration Management page, click the + Add New button at the top-right corner. This will open a sidebar form on the right side.

  • Incoming Host: Enter the mail server hostname (required, valid domain format, max 255 characters).
  • Port: Enter the server port number (required, numeric, 1-65535).
  • Username: Enter the SMTP username/email (required, valid email format, max 100 characters).
  • Password: Enter the SMTP password (required, min 8 characters, max 50 characters).
  • Encryption: Select the encryption method (required, options: SSL or TLS).
  • Primary Email: Toggle whether this SMTP should be the primary sending account (required, checkbox).
  • Status: Toggle the status of the SMTP configuration (required, active/inactive).

Once all fields are filled correctly, click the Create button. The system will:

  • First validate all form data against the rules mentioned above.
  • If validation passes, store the SMTP configuration in the system.
  • Automatically test the SMTP connection to confirm it is valid.
  • If any error occurs (validation failure or SMTP test failure), a toast message will appear with detailed information.

Update SMTP Configuration

This section allows you to update an existing SMTP configuration in the Email Configuration Module. You can modify details like server, port, username, password, encryption, primary email status, and active status.

  • Select the SMTP configuration you want to update from the list and click the Action β†’ Edit option.
  • Update Incoming Host – Change the mail server hostname if needed.
  • Update Port – Typically 465 for SSL or 587 for TLS encryption.
  • Update Username – The full email address used for sending emails.
  • Update Password – Ensure it meets your security requirements.
  • Update Encryption – SSL or TLS depending on your server settings.
  • Set or update Primary Email – Only one email can be primary at a time.
  • Update Status – Enable or disable the SMTP configuration.
  • After updating, the system will validate the credentials. If valid, it will save the configuration; otherwise, a toast message will display the error.

Delete SMTP Configuration

This section allows you to permanently remove an existing SMTP configuration from the Email Configuration Module. Use this option only if the SMTP account is no longer required or has been replaced.

  • Locate the SMTP configuration you want to remove from the list and click Action β†’ Delete.
  • Confirm the deletion in the popup dialog. This action is irreversible, so ensure you are deleting the correct record.
  • Once confirmed, the system will remove the SMTP configuration from the database. A toast message will notify you about the successful deletion or any error if it occurs.

Test SMTP Configuration

This section allows you to verify whether an SMTP configuration is correctly set up and can send emails successfully. Testing ensures that emails sent from the system using this SMTP account will reach the recipients without errors.

  • Locate the SMTP configuration you want to test from the Email Configuration list.
  • Click on Action β†’ Test. The system will attempt to send a test email using the selected SMTP account.
  • After testing, a toast notification will inform you whether the SMTP configuration is Valid or Invalid.
  • If the status shows Invalid, hover over the status to view detailed error information via tooltip.
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