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
open the sign-in page.
Enter your email address.
Important: Only users who have received an invitation can self-register.
Verify your email
After entering your email:
A one-time code will be sent to your email address for verification.
Enter the code on the login 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@idealsvdr.com.
Replies as Spam: 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.
Troubleshooting Tips
First Option: Encourage users to self-register if they did not receive the invitation email.
Direct Registration Links: Only provide direct registration links if:
The Resend option was unsuccessful.
Email support (verify@inbound.idealsvdr.com) couldn’t resolve the issue.
The self-registration flow streamlines account creation for all newly invited users and helps administrators with user invitations by eliminating email dependency.