Onboarding via Self-Signup with Company Email Address

The email self-signup is an effective and easy way for onboarding a lot of users with company email addresses. You do not need to know the explicit emails of the users, as you grant everyone with a company email address access to the app.  

This method can save administrative effort if you have a simple user structure. However, you should take into account that with this onboarding method you can only manually edit user data in the system. If you want to organize your users into groups, delete users, etc., this onboarding method can lead to increased effort for user management.

You can also use email self-signup onboarding in parallel with all the other onboarding methods.  

User Data Requirements

No user data is required. 

You define the company domain of the email addresses in the admin area. All email addresses ending with this domain will receive access to the app.

For example, @yourcompany.com will allow john@yourcompany.com to sign up on his own. 

Inviting Users to the App

You invite the users; for example, by sending everyone an email. Communicate the following information to your users:

• Name of the app
• Information on how to download the app and a link to the web app
• Signup works with the company email addresses

How Users Register with the App

1. The user opens the app or web app.
2. The user enters the email address.
3. Optionally, the user confirms your terms of use or the privacy policy.
4. The user receives an email with a verification code.
5. The user enters the verification code in the app or web app.
6. The user is prompted to set the first and last name.
7. The user is prompted to create a new password.

At this point the user has an active account and is able to login using their email and the new password.

How Users Can Reset Their Password

If they forget their password, users can reset it:

1. The user opens the app or web app.
2. The user clicks the link Forgot password?
3. The user enters their email address and is sent a recovery code.
4. The user either follows the link in the email or enters the recovery code directly in the app.
5. The user creates a new password.