🌱 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-left 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