Account Requests and Setup
Covers requesting access, admin approval, invitation handling, and the first-time password setup process.
Requesting an account
Prospective users who are not yet in the system can reach out using the Contact Us page. The form collects Full Name, Work Email, Company, an optional Phone Number, and a short description of what they are looking for. Our team reviews each inquiry and, when appropriate, creates the company, sites, and administrator account before sending an invitation.
Examples
- Full Name: Morgan Lee
- Company: Tegis Packaging
- Inquiry: Interested in a demo for our Dallas facility
Admin review of pending requests
Approved admins can review pending requests in the Pending Users dashboard. Each request includes the submitted details plus action buttons to approve or reject the request. This workflow is especially helpful when external contractors or new employees need controlled access.
Setting a password after invitation
Invited users complete onboarding with a Set Password screen. That card validates the invite, displays the invited email, asks for a new password, and confirms success before redirecting back to login. If the invite is invalid or expired, the user is prompted to return to their email or request a new link.
Tips
- Tell users to complete account setup from the original invite email.
- If a user waits too long, resend the invitation rather than sharing credentials.
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