Documentation

Accessing Stratus Online

Stratus Online is a new complimentary admin portal that comes with the 2026 release of Stratus. This guide walks you through turning on your access, creating your account, and inviting your team. Setup takes just a few minutes.

Before you begin #

Stratus Online requires Stratus Desktop 2026. To check which version you have, open Stratus Desktop and go to Help > About.

Not on 2026 yet? Download the latest version from our Downloads page.

Step 1: Give yourself access #

Start by turning on Stratus Online for your own user. You’ll be the Super Admin, the person with full control of the portal.

  1. In Stratus Desktop, go to Maintenance > General Users.

  2. Double-click your user to open it.

  3. Go to the Account tab and check Allow Access to Stratus Online Portal.

  4. Make sure your user is set up as a Super Admin.

Tip: For now, just set up yourself. You can turn on access for other users the same way, but there’s a faster way to invite your staff from inside Stratus Online. See Step 5.

Step 2: Restart Stratus Desktop #

Close Stratus Desktop and open it again. The new security settings take effect after the restart.

Step 3: Create your Stratus Online account #

  1. In Stratus Desktop, go to File > Create Stratus Online Account.

  2. Your web browser opens to the account setup page. Choose how you want to sign in:

    • an email address and password, or
    • your Microsoft account, or
    • your Google account.

That’s it. You’re in!

Step 4: Bookmark your Stratus Online links #

Save these two links so you can get back to Stratus Online any time. Replace YourDatabaseName with your own database name.

Link What it’s for
Admin.StratusOnline.com/YourDatabaseName The full Stratus Online admin portal.
StratusOnline.com/YourDatabaseName/Assistant Direct access to Asta, your personal AI Stratus assistant.

Getting around Stratus Online #

Start with Asta #

The first time you sign in to the admin portal, Asta greets you with a short setup checklist covering the most important items. Take a few minutes to walk through it with Asta. It’s the quickest way to get set up. Asta can also point you to the right place for any specific feature you want to set up.

The navigation panel #

The panel on the left-hand side is how you get around Stratus Online. Each tool has its own sub-menu for its features.

Getting help #

Have a question after you finish the setup checklist? Visit the Help section for written documentation, or just ask Asta. Tell Asta what you’re looking for or trying to do, and Asta will point you in the right direction.

Step 5: Invite your team #

Once you’re set up, invite the rest of your staff from inside Stratus Online.

  1. Go to Settings > Team Members.

  2. Click Invite Staff in the ribbon.

  3. You’ll see a list of all your Stratus users. Check the box next to each person who should get the same access level.

  4. Click Next.

  5. Choose the access level for these users (see the table below).

  6. Click Send Invite. Each person gets an email with a link to activate their own account.

Tip: Invite one batch of people per access level. For example, send all your Admins in one invite, then all your Users in another.

Access levels #

Access level What they can do
User Can access only the User Portal and the Asta assistant link (StratusOnline.com/YourDatabaseName/Assistant).
Admin Can access the admin portal, but you decide which settings are locked down. For example, you might let an assistant help with setup but not manage your Payments tools.
Super Admin Complete access to everything in the portal, including team member settings.

You’re all set #

That’s everything you need to get started. Go build something great!

Need a hand? Contact Technical Support, or book a session with a Stratus Coach.

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