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Simple self-registration

How to quickly set up your Ideals account from the sign-in page

Updated over a month ago

Overview

The self-registration feature allows users to join the product independently after receiving an invitation. This process ensures a seamless onboarding experience with minimal administrative intervention.

💡 If you haven't set up your account after receiving an invite, the system will recognize you as a new user and prompt you to verify your email and proceed with registration.

Step-by-Step Guide

Start the registration

  1. Open the sign-in page.

  2. Enter your email address.

💡Only users who have received an invitation can self-register.

Verify your email

After entering your email:

  1. A one-time code will be sent to your email address for verification.

  2. Enter the code on the sign-in page to verify your email.

Troubleshooting:

  • Click Resend if you didn’t receive the code.

  • If corporate restrictions block the email, click Try another way for instructions on contacting verify@inbound.idealsvdr.com.

  • Ensure the subject line of your email is in plain text. Emails with empty or non-standard subject lines might be marked as spam.

  • Once we receive your email, we'll confirm that you're creating a new account and reply with the code in the same email thread. Be sure to check your spam folder just in case.

  • When you receive the code, return to the registration page and continue with the verification process.

Enter the one-time code

  • The one-time code is valid for 30 minutes and can only be used once.

  • Check your email for a message with the subject:

    {{code}} is your Ideals verification code.

  • Enter the code to complete this step.

Additional Information

Key timeframes

  • Invitation validity: Self-register within 30 days of receiving the invitation. After this, you’ll need a new invitation.

  • Account reset: If your account is reset, you can self-register again within 24 hours.

Post-registration process

Once you successfully verify your email address, you can proceed with Account registration and configure your Security settings.

  • Project assignments: Once registered, administrators can add you to projects directly. No new invitation email is required.

  • Project access: Added projects will appear in your project list. Simply select a project to get started.

The self-registration flow streamlines account creation for all newly invited users and helps administrators with user invitations by eliminating email dependency.

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