Supplier Onboarding Guide

Step 1: Receiving the Activation Email

• A company representative receives the activation email and forwards it to the person responsible for creating CAP.
• The recipient should click on the activation link to begin the onboarding process.
• The activation link remains valid until all steps are completed.
• If the user closes the window before finishing, clicking the link again will restart the process from the beginning.

Step 2: Email Verification

1. On the first screen, enter your email address, which will be used as your login credential.
2. A one-time password (OTP) will be sent to your email.
3. Enter the OTP in the required field.
4. The OTP expires in 5 minutes, so complete this step promptly.

Step 3: Creating Your Account

Set Up Your Login Credentials
 

Create a secure password that meets the following requirements:

✔ At least 8 characters long
✔ At least one uppercase letter (A-Z)
✔ At least one lowercase letter (a-z)
✔ At least one number (0-9)
✔ (Optional) May contain one special character (e.g., !, @, #, $)

Before proceeding, you must accept the Terms of Service by clicking on the provided link and agreeing to the terms.

Step 4: Enter Your Details and Company info

Next, provide the following information:

• First Name
• Last Name
• Phone Number
• Name of the Organization
• Country and Legal Address

Step 5: Finalizing the Setup

• Once all required information is entered, the final confirmation screen will appear.
   

• At this point:
  ✅ The activation link in the email becomes invalid.
  ✅ The request is added to the supplier's list.
  ✅ A notification is sent confirming the account setup.
  ✅ A welcome email is sent with important details.
  ✅ You will be redirected to the login screen to access your new account.

🎉 You're All Set!

You can now log in and start using CarbonSig account to manage your supplier activities.

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!

➡ Need help? Visit our Help Center or contact Support.

Last updated: December 2025