CarbonSig New User Onboarding Checklist

Welcome to CarbonSig - your AI-powered platform for carbon accounting and emissions management.
This quick-start checklist will help you get set up in minutes and feel confident using your workspace.

Account Setup

Guide: Company onboarding without SSO

✅ Receive your activation email from CarbonSig.

✅ Click the activation link

✅ Prepare the following information:
- Admin email address
- Company name and country
- Admin user name
- (Optional: full address, contact email, website URL, company logo, and workspace names)

✅ Create a secure password (minimum 8 characters, include upper/lowercase and a number).

✅ Log in at carbonsig.app using the email and password you created during onboarding.

✅ Locate your Workspace ID:
Go to Settings → Workspace or follow this guide.

Team & Collaboration Setup

Guide: Add User from User management

✅ Add team members
- Go to Users → Add User
- Enter email and assign role (Admin / Editor / Viewer)
- Select workspace access

✅ Explore Reference Data

Guide: Reference Data Library

Navigate to Libraries → Emission Data Marketplace
Add relevant emission factors to My Reference Emission Data

✅ Connect suppliers and partners

Guide: Supplier Management

Go to Relations → Create contact list in Address Book

Explore AI Features

✅ Try the AI System Builder

Guide: Build with AI

On the Systems page, click “Build with AI”
Review and accept AI terms
Enter a detailed prompt (describe location, inputs, outputs, and process)
(Optional: Add notes and upload relevand documents)
Review and confirm the generated system

✅ Use AI-Suggested Data

Guide: Suggest LCI with AI

In Entry Mode, click any input field
Open the dropdown → LCI tab → select Suggest LCI with AI
Review suggestions with confidence scores and Why this LCI? explanations
Select the most appropriate emission factor

Knowledge Checkpoints

✅ Understand Scope 1, 2, and 3 emissions Guide

✅ Know the difference between Design, Entry, and Analyze modes

✅ Can locate and use Reference Emission Data Guide

Support & Feedback

For help at any time, open the orange Help button in the top-right corner of the page.
There you’ll find the Knowledge Base, guided tours, and links to contact support.

You can also use the Feedback button to:

Share suggestions
Report issues
Tell us how we can improve CarbonSig

To submit feedback:

Click the orange Feedback button in the bottom-left corner.
Choose a category:
- Something’s broken! Fix it!
- I have an idea! You should add this feature.
- This could be better. Here’s how.
- Help me please! I need 1:1 support (include your email).
Add comments or attach a screenshot / screen recording.
Include your account details and email.
Click Submit — our team will review it shortly.

⚠️ Email or Access Issues

If you experience problems such as:

Not receiving activation or password reset emails
Emails landing in the spam folder
Issues caused by company firewalls or whitelisting restrictions

✅ Please check your spam/junk folder first.
✅ If the issue continues, contact your IT team and ask them to whitelist this sender:
messaging-noreply@carbonsig.com

✅ If you’re using a company-managed laptop or secured network, your IT department may need to adjust email or firewall settings to allow CarbonSig messages and full app access.

Pro Tips for Success

Start simple: Build basic systems first, then expand complexity gradually.

Share early: Get feedback from your team before finalizing.

✅ By completing this checklist, you’ll be ready to confidently use CarbonSig for carbon accounting, supplier collaboration, and emissions analysis.
We’re always improving CarbonSig - your feedback helps shape the product for your continued success!

Last updated: November 2025