First sign-in
Sign in securely and recognize the first Persate screen.
Open persate.com and select Log in. The sign-in page, Log in to Persate, starts with the email address and also offers Google and Microsoft identity-provider options. Links to the Privacy Policy, the Terms of Service and Cookie settings sit under the form.
Password sign-in
- Enter the account email address and select Continue.
- Enter the password and select Sign In.
- Enter the current six-digit authenticator code when prompted.
If no authenticator is enrolled, sign-in opens Persate and a reminder offers Set up 2FA or Later. Public sources remain available. Viewing company-file information, uploading files, and using file tools in Advisor require 2FA. The notice, the Repository and smart folders, and an Advisor answer that needed company files offer Set up 2FA; after verification, retry the action.
Once 2FA is configured, sign-in still requires verification unless the browser is trusted. System administrator accounts require configuration before entering the platform.
On the verification screen, Trust this browser for 30 days can skip the authenticator challenge on later sign-ins in that browser. Use it only on a private, managed browser. Sensitive actions can still require verification, and trust can be revoked under Settings → Security & Privacy.
Google or Microsoft sign-in
Select the provider on the first sign-in screen and complete the provider's authorization flow. Use the provider identity assigned to the Persate account. A successful provider sign-in can still require Persate two-step verification unless the browser is trusted.
Password reset
The current first screen does not show a password-reset link. For a password-based account, open persate.com/password-reset, enter the email address, and follow the message if one is delivered. Persate uses a neutral response so the screen does not reveal whether an account exists.
Provider-managed passwords must be reset with Google, Microsoft, or the organization's identity provider.
After sign-in
Persate opens Cockpit. In an account's first two weeks it starts with Welcome to Persate and up to three starter tasks the organization's plan includes — Ask the Advisor, Track a bill or a parliamentary question and Create an alert — each opening the page where it happens. The cross hides the panel for good. The visible sidebar is assembled from organization entitlements, your role, group memberships, and assigned Labs. Therefore, a missing navigation item can be an access decision rather than a loading problem.
Use the global search control in the top navigation to search across entitled areas. Use the profile menu for Settings and sign-out actions. Repository upload controls appear only when Repository is enabled.
Troubleshooting
- Invalid credentials provided — verify the email and password; do not repeatedly retry a locked or unknown account.
- Invalid code. Please try again — use a fresh authenticator code and confirm that the device clock is accurate.
- Provider or OAuth error — restart from the Persate sign-in page and use the assigned provider account.
- Access Denied after authentication — the account is valid but lacks the required tenant, role, group, or feature access; contact a workspace administrator.