User Onboarding Guide

Join your team on CarbonSig in 3 simple steps

Welcome to CarbonSig!

Your admin has invited you to join your organization's CarbonSig workspace. This guide walks you through activating your account and logging in for the first time. 

Step 1: Check Your Email Invitation

You'll receive an email invitation from CarbonSig with a secure activation link.

What you need to do:

  • Open the email from CarbonSig
  • Click the activation link
  • You'll be taken to the account setup page

Good to know: Your activation link stays valid until you complete the setup process. If you close the page partway through, simply click the link again to continue where you left off.

Step 2: Create Your Profile

Enter Your Name

Provide your first and last name as you'd like them to appear in CarbonSig.

Name requirements:

  • 3–16 characters
  • Letters, hyphens (-), and apostrophes (') only
  • Must start with a letter
  • Single spaces between words only

Why this matters: Your name appears in team collaboration, comments, and system logs, helping your colleagues know who's working on what.

Step 3: Set Up Your Password

Create a secure password to protect your account and your organization's carbon data.

Create a strong password:

  • 8+ characters
  • Mix of UPPERCASE and lowercase letters
  • At least one number (0-9)
  • Special characters welcome (!@#$%)

Why strong passwords matter: Your password protects sensitive carbon data, attestation certificates, and confidential business information.

Pro tip: Use a password manager to create and store a unique, complex password. Never reuse passwords from other accounts.


You're All Set! πŸŽ‰

What happens next:

Your account is now active! You'll be redirected to the login page where you can sign in using your email and password.

Your First Login

  1. Go to CarbonSig.app
  2. Enter your email address
  3. Enter the password you just created
  4. Click "Sign In"

What You'll See

After logging in, you'll land on your workspace dashboard with access to:

βœ“ View and create carbon accounting systems
βœ“ Collaborate with your team on projects
βœ“ Access your organization's carbon data
βœ“ Generate reports and attestation certificates

Your admin has already assigned you specific workspace access and permissions, so you'll only see the areas relevant to your role.


Understanding Your Access

Workspace Assignment

Your admin has assigned you to one or more workspaces based on your role. Workspaces keep project data organized by location, team, or business unit.

Can't see what you expected? Contact your admin to adjust your workspace access.

Your Role & Permissions

Your admin has assigned you a specific role that determines what you can do in CarbonSig:

  • Viewer: Read access to data and reports
  • Editor: Create and edit carbon systems
  • Admin: Full access including user management

Need different permissions? Ask your admin to update your role.


Next Steps

Get Familiar with CarbonSig

Explore your dashboard:

  • Browse existing carbon systems
  • Review recent activity
  • Check out team projects

Learn the basics:

Start Contributing

Ready to dive in?

  • Join an existing project
  • Create a new carbon system
  • Upload data
  • Collaborate with team members

Troubleshooting

Can't find the invitation email?

  • Check your spam or junk folder
  • Search for emails from "CarbonSig" or "messaging-noreply@carbonsig.com"
  • Ask your admin to resend the invitation

Activation link not working?

  • Make sure you're using the most recent invitation email
  • Check if activation link expired (valid for 48h)
  • Clear your browser cache and try again
  • Contact your admin for a new invitation

Forgot your password already?

  • Click "Forgot Password" on the login page
  • Enter your email address
  • Check your email for password reset instructions
  • Create a new password

Still having issues?

Our support team is here to help!

πŸ“§ Email: support@carbonsig.com
πŸ“š Help Center: help.carbonsig.app


For Admins: Inviting New Users

Need to invite someone to your workspace?

Learn how to add new users and manage your team:


Security & Privacy

Your carbon data is protected with:

  • πŸ”’ Industry-standard encryption
  • πŸ” Secure authentication
  • πŸ‘₯ Role-based access control
  • πŸ“Š Workspace-level data isolation

Keep your account secure:

  • Never share your password
  • Log out on shared computers
  • Use unique passwords for each service

Need More Help?

Quick Resources:


Welcome to your team! We're excited to have you on CarbonSig. 🌱


Last updated: November 2025

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