Company Onboarding Guide without SSO

In this article, we'll take you through the 5-step process to help you get up and running smoothly. Follow each step to ensure a seamless onboarding experience.

How does it start?

Company representative requests an activation link by contacting the Product Owner using the “get in touch” link in carbonsig.com

Invitation via email

Company representative receives an activation link from CarbonSig in an email and initiates the onboarding process by clicking Join Company. The invitation link expires upon completion of the Company's onboarding process.

Begin the registration process

Company representative confirms their email address on the onboarding page and beings the onboarding process.

Step 1: Name of Organization

Enter the company name and optional doing business as. 
Write the name of the organization as you would like it to appear on CarbonSig Attestation Certificates.
For these two fields, the following requirements apply:

• Length must be between 3 and 35 characters.
• Field names can only include characters: A-Z, a-z, 0-9, . (point), , (comma), - (hyphen), ' (apostrophe).
• Names must start with A-Z or a-z.
• The first and last characters cannot be enter space; only one enter space is allowed between characters.
• Names should be unique within the CS system.

Step 2: Address & Contact Info

Enter the company’s address as well as the contact phone number and email address of a company representative.

Step 3 (optional): Organizational structure

Enter the company’s organizational structure (Group, divisions, and workspaces). 

Default Settings:

• By default, there are three entities: Unassigned Group, Unassigned Division, and one pre-filled Workspace with information from the previous page's Address Info. While this default Workspace can be edited with additional information, it cannot be deleted until a new workspace is created. Learn more about Workspaces.

Company workspace Requirement:

• It is mandatory for a Company to have at least one Workspace. If a company representative creates only a Workspace without a Group and Division, that Workspace is placed below the Unassigned Division.

Optional Business Units and Divisions:

• Group and Divisions are optional.
• An Company can have multiple Groups.
• A Group can have multiple Divisions.
• A Division must be associated with a Group.
• A Division can have multiple Workspaces.
• A Workspace can be related to a Company, Division, or Group.

Non-Deletable Entities:

• The Unassigned Group and Unassigned Division cannot be deleted.

Step 4: Company Website & Logo

Enter the company’s website URL and logo. The logo uploaded in this step will be the same one that will appear on attestation certificates.

Step 5: Create Login Credentials

Company representative needs to create their CarbonSig login credentials. Login credentials will be Email and Password. 

First and Last name requirements:
Must be min 3 to 16 characters in length.
Field names must include only characters: A-Z a-z, - (hyphen), ' (apostrophe).
Name must start with A-Z a-z.
Disable enter space as a first and last character. Between characters can be only one enter space.

Password:
Must contain at least 8 characters
Must contain at least one uppercase letter
Must contain at least one lowercase letter
Must contain at least one number
(Optional) May contain one special character

Congratulations! The registration process is finished

After completing the onboarding process, the new user may login to their Company workspace by going to CarbonSig.app and logging in.

Continue later function: 

The user always has the option to pause filling out the fields, close the tab, and return later via the email link, which will take them back to the last page they were on. All previous data is automatically saved.