First Login Guide

Last Updated: January 6, 2026 Estimated Reading Time: 4 minutes

Overview

This guide walks you through your first login to cmdbx, from receiving your welcome email to exploring the dashboard.

Before You Begin

cmdbx uses a white-glove onboarding process. You should have received:

  1. Welcome email from your organization's cmdbx admin
  2. Secure one-time link to set up your account
  3. Your organization's subdomain (e.g., acme.cmdbx.com)

The welcome link expires after 7 days and can only be used once. If your link has expired, contact your admin to resend an invitation.

Step 1: Click Your Welcome Link

  1. Open the welcome email from [email protected]
  2. Click the "Set Up Your Account" button
  3. You'll be redirected to the cmdbx sign-in page (Supabase auth)

cmdbx uses Supabase authentication. You can sign in with a password or request a magic link.

Step 2: Choose Your Sign-In Method

On the cmdbx sign-in page:

  1. Verify your email is correct
  2. Choose one option:
    • Magic link (recommended): click Send Magic Link and check your email
    • Password: create a password and sign in

Step 3: Complete Your Profile

After creating your account:

  1. Add your name (first and last name)
  2. Optionally add a profile photo
  3. Click "Continue"

Step 4: Access Your Tenant

You'll be automatically redirected to your organization's cmdbx instance:

https://[your-company].cmdbx.com/dashboard

If you have access to multiple organizations, you'll see a tenant selector. Choose the appropriate organization.

Step 5: ServiceNow Connection (Admin Only)

If you're the first user or an admin, you may see the onboarding wizard asking you to connect ServiceNow.

If you're not an admin, skip this step. Your admin will configure the ServiceNow connection.

For admins, the onboarding wizard will guide you through:

  1. ServiceNow instance URL (e.g., https://dev12345.service-now.com)
  2. Read-only credentials (username and password)
  3. Connection test to verify access
  4. Initial data sync (5-30 minutes depending on CMDB size)

See the Connecting ServiceNow guide for detailed instructions.

Step 6: Explore the Dashboard

Once logged in, you'll land on the Health Dashboard. Here's what you'll see:

Overall Health Score

A large number (0-100) showing your CMDB's health. Color-coded:

  • Green (90-100): Excellent
  • Blue (75-89): Good
  • Yellow (50-74): Fair
  • Orange (25-49): Poor
  • Red (0-24): Critical

Key Metrics

Four KPI cards showing:

  • Total CIs: Configuration items in your CMDB
  • Total Relationships: Connections between CIs
  • Stale CIs: Items not updated in 90+ days
  • Orphan CIs: Items missing critical relationships

Health Trend Chart

12-week historical view of your CMDB health score over time.

Top Issues List

Actionable items sorted by criticality, showing specific problems to fix.

Common First-Time Questions

Q: Why can't I see any data?

A: Your initial sync may still be running. Check the sync status in the top-right corner. Syncs typically take:

  • Small CMDBs (under 1,000 CIs): 5-10 minutes
  • Medium CMDBs (1,000-10,000 CIs): 10-20 minutes
  • Large CMDBs (10,000+ CIs): 20-30 minutes

Q: Where is the navigation menu?

A: The main navigation is on the left sidebar. Key sections include:

  • Dashboard: Health overview (you are here)
  • Graph: Interactive service map
  • Blast Radius: Impact simulator
  • CSDM Workbench: Service modeler
  • CI Health Workspace: Browse all CIs
  • AI Chat: Natural language queries
  • Admin: Configuration and settings

Q: Can I change my password?

A: Use the password reset option on the sign-in page or contact your admin for assistance.

A: Yes. Click your profile icon (top-right) → Account Settings → Security → Change Password.

Q: I have access to multiple tenants. How do I switch?

A: Click your profile icon → Switch Organization → Select the tenant you want to access.

Q: What should I do first?

A: We recommend:

  1. Review your overall health score on the dashboard
  2. Click through the health status cards to see CIs in each category
  3. Explore the Graph to visualize your infrastructure
  4. Try the AI Chat to ask questions about your CMDB

Troubleshooting

"Your link has expired"

Your welcome link is only valid for 7 days. Contact your admin to resend an invitation.

"Unable to access this tenant"

You may not have been provisioned for this organization. Contact your admin to verify your access.

"Authentication failed"

Clear your browser cache and cookies, then try again. If the problem persists, contact [email protected].

Next Steps

Now that you're logged in, explore these resources:

  1. Understanding the Interface - Learn the layout
  2. Health Dashboard Guide - Understand your metrics
  3. Dependency Map - Visualize your CMDB
  4. AI Assistant - Ask questions about your data

Need Help?

Contact [email protected] or ask your question in the AI Chat interface.