Table of Contents
What This Feature Does #
Creates a new organization (tenant) and its first CompanyAdmin user account.
When to Use #
- Use when your organization is new to Application.
- Do not use to add more team members to an existing organization — use User Management for that.
Prerequisites #
- A unique email address not already registered.
- A valid company name.
- A strong password (8–100 characters).
Step-by-Step Instructions #
- Open the Create Account page.
- In the Organization section:
- Enter your Organization Name (required, max 500 characters).
- Enter your Company Phone (optional).
- Enter your Company Website (optional, must be a valid URL).
- In the Administrator section:
- Enter your First Name (required, max 100 characters).
- Enter your Last Name (required, max 100 characters).
- Enter your Job Title (optional).
- Enter your Phone Number (optional).
- In the Login Credentials section:
- Enter your Email Address (required, valid email, max 256 characters).
- Enter your Password (required, 8–100 characters).
- Enter Confirm Password.
- Tick I agree to the Terms of Service and Privacy Policy (required).
- Click Create Account.
What Happens After #
- A new Company (tenant) record is created.
- A CompanyAdmin user is created with your email.
- A UserProfile is created with your name and contact details.
- If a free subscription plan exists, it is assigned automatically. Otherwise, the subscription starts as
Inactive. - A verification email is sent to your address. Click the Confirm Email link in that email.
- After confirmation, you are redirected to the Sign In page.
Errors, Messages, and Exceptions #
| Message | Why It Happens | How to Fix | When It Appears |
|---|---|---|---|
Organization name is required. | Field left empty | Enter a company name | On submit |
Organization name cannot exceed 500 characters. | Name too long | Shorten the name | On submit |
Please enter a valid URL. | Website field has invalid URL | Include https:// prefix | On submit |
First name is required. | Field left empty | Enter first name | On submit |
Last name is required. | Field left empty | Enter last name | On submit |
Email address is required. | Field left empty | Enter email | On submit |
Please enter a valid email address. | Invalid email format | Use format user@domain.com | On submit |
Password is required. | Field empty | Enter password | On submit |
Password must be between 8 and 100 characters. | Password too short or too long | Adjust password length | On submit |
Passwords do not match. | Confirm password differs | Re-enter matching passwords | On submit |
You must accept the Terms of Service. | Checkbox not ticked | Tick the terms checkbox | On submit |
Registration failed. Please try again. | Unexpected server error | Wait a moment and retry | On submit |
Registration successful! Please check your email to verify your account. | Success | Check inbox for confirmation email | On submit |
Your account was created but we could not send the verification email. Please contact support. | SMTP delivery failure | Contact support to resend | On submit |
Fix Common Problems #
Problem: No verification email received
- Check your spam/junk folder.
- Wait 5–10 minutes — email delivery can be delayed.
- If still missing, contact support to have the verification link resent.
Problem: "Registration failed"
- This is a server-side error. Wait 30 seconds and try again.
- If it persists, try a different browser or clear cookies.
Related Features #
- 2.5 Email Confirmation Flow
- 3. Get Started Wizard — available after first sign-in.
