Getting Started

Last updated: October 13, 2026

Overview

Getting started with Dashboardly takes four steps in a single guided onboarding flow:

  1. Create Account -- enter your name, email, and password
  2. Email Verification -- confirm your email address
  3. Connect TikTok Shop -- authorize Dashboardly to read your shop data
  4. Select Plan -- start your 14-day free trial on the plan that fits

The whole flow takes about 5 minutes. Once it is done, your data starts importing in the background and you can begin using Dashboardly immediately.

This article walks you through each step. To connect additional shops later (after onboarding), see How to Connect Multiple TikTok Shops.


Step 1: Create Your Account

Open the Dashboardly signup page and fill in:

  • Full Name -- your name as you want it to appear in the app
  • Email -- the email you will use to log in. Verification will be sent here.
  • Password -- a strong password you will remember

Read and check the box for I Agree To The Terms of Service.

Expand Optional details if you want to add a phone number or choose to receive marketing emails. Both are optional; marketing emails require their own checkbox.

Click Create Account to continue.

Already have an account? Click Sign in at the bottom of the form to log in instead.


Step 2: Verify Your Email

After creating your account, Dashboardly emails an 8-character verification code to the address you entered. Open the email, enter that code on the verification screen, and click Continue. The code is in your email, not displayed in the app.

Did not receive the email?

  • Check your spam or junk folder.
  • Make sure the email address you entered is correct.
  • Click Resend on the verification screen to get a new email.

Once your email is verified, you move to the next step automatically.


Step 3: Connect Your TikTok Shop

This is where you authorize Dashboardly to read your shop's data. The connection uses TikTok's official authorization system (OAuth) -- Dashboardly never sees or stores your TikTok password.

The flow:

  1. Select your shop's region (US, UK, DE, and so on). This determines which TikTok login domain you are sent to.
  2. Log in to TikTok Seller Center with the account that owns the shop you want to connect.
  3. Review and approve permissions. Dashboardly requests read-only access to:
  • Products -- your catalog and inventory
  • Orders -- your order history and details
  • Finance -- settlements, statements, and transactions
  • Returns / Refunds -- return and refund records

Dashboardly cannot create, modify, or delete anything in your shop.

  1. Return to Dashboardly. TikTok redirects you back automatically. Your shop now appears in your account, and the initial data import begins.

Tips for a smooth connection:

  • Use the shop owner TikTok account, not a sub-user.
  • Allow pop-ups from *.tiktok.com so the login window can open.
  • Match the region exactly -- US shops cannot be authorized through the UK login domain.

For deeper detail on the import that starts after authorization, see How Data Import Works.


Step 4: Select Your Plan

The final step is choosing your plan. Dashboardly offers two families:

  • Brand plans for sellers managing their own TikTok Shops (Starter, Growing, Pro)
  • Agency plans for agencies managing multiple client shops (Agency Starter, Agency Growth, Agency Pro)

You also choose your billing frequency:

  • Monthly -- pay each month, cancel anytime
  • Annual -- save about 20%

Your 14-day free trial starts now. A credit card is required to begin, but you are not charged until the trial ends. You can cancel anytime during the trial without being charged.

Pick the plan that matches your shop size and order volume. You can upgrade or downgrade later from Settings > Subscriptions. For full plan details, see Plans and Billing.


After Onboarding

You can now open the features included in your plan. While you explore, your data is importing in the background:

  • Products and inventory -- usually populated within the first few minutes
  • Order history -- can take from a few minutes (small shops) up to a few hours (large shops)
  • Settlement data -- arrives as TikTok finalizes orders

Recommended next step: enter your product costs. See Setting Up Cost of Goods (COGS).


Common Issues

"Email already in use" when creating an account

You may already have a Dashboardly account on this email. Click Sign in instead, or use Forgot password to recover access.

Verification email not arriving

Check your spam folder, verify the address is spelled correctly, and click Resend on the verification screen. If it still does not arrive, contact support.

TikTok authorization failed or shows "Connection error"

  • Confirm you logged in with the TikTok account that owns the shop, not a sub-user.
  • Clear your browser cookies for TikTok and try again.
  • If you recently changed your TikTok password, log into TikTok Seller Center first to confirm your account is active, then retry.

"Shop already connected"

This shop is already linked to a Dashboardly account. Sign in to the account that already has the shop, or contact support if you cannot access it. Repeating authorization is not the solution, and you do not need to disconnect the shop or lose its history to ask for help.

Connection completes but no data appears yet

It is normal for data to take a few minutes to appear while the first import runs. Check that the shop is connected in Settings > Shops. For an import check, contact us through Settings > Support. See How Data Import Works for typical durations.


Token Expiration and Reconnecting Later

Dashboardly normally refreshes TikTok authorization automatically. If a shop needs authorization again, a Data sync paused. warning identifies the affected shop. Only the Dashboardly account owner can reconnect it. Choose Reconnect for that shop in the warning or in Settings > Shops, then sign in with the exact TikTok Seller Center account that owns it. Existing data and settings remain available; reconnecting another shop does not fix this shop's authorization.


Adding More Shops Later

The flow above connects your first shop. To add another region or brand, use Add Shop in Settings > Shops. Plan limits apply. See How to Connect Multiple TikTok Shops for the full walkthrough and shop-count limits per plan.

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