Table of Contents
What This Feature Does #
Creates a new organization and CompanyAdmin account using an external provider, skipping password creation.
Step-by-Step Instructions #
- On the Create Account page, click Sign up with Google, Sign up with Microsoft, or Continue with Facebook.
- Authorize Application on the provider’s screen.
- Application creates your tenant and CompanyAdmin account automatically.
- You are redirected to the Complete Organization Setup page.
- Enter your Organization Name (required), Company Phone (optional), Company Website (optional).
- Click Save.
- The message "Organization setup completed successfully. Welcome to Application!" appears and you are redirected to the Home Dashboard.
What Happens After #
- Your email from the provider is confirmed automatically.
- A new Company is created.
- A free subscription is assigned if one exists.
- You land on the Home Dashboard immediately (no email confirmation required).
Errors, Messages, and Exceptions #
| Message | Why It Happens | How to Fix |
|---|---|---|
Organization name is required. | Blank name field on organization setup | Enter your company name |
An organization with this name already exists. Please choose a different name. | Duplicate name | Choose a unique organization name |
Your external account did not provide an email address. | Provider returned no email | Make email public in provider settings |
Organization setup completed successfully. Welcome to Application! | Success | You are on the dashboard |
