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Administration

Sign-up process

How to keep the registration process smooth and simple.

Written By Zemtu

Last updated 8 months ago

Workflow

General

The registration process is divided into multiple pages, and the new user is guided through the process step by step.

This process can be customized in the administration interface. Depending on the settings, certain pages can be hidden.

Process for the user

  1. Welcome page

  2. Chose username and password

  3. Join a group (optional)

  4. Personal data

  5. Select a tarif

  6. Add payment method

  7. Upload documents (driver's license)

  8. Accept terms and conditions

  9. Open email program and confirm email

Process for the admin

  1. Verify user (valid driver's license, etc.)

  2. Confirm accreditation

    1. Optionally, the user can also receive various permissions or can be added to different groups. (OrgAdmin, GroupAdmin, etc.)

Questions & Answers

The user has not yet confirmed his/her email address.

The customer may have entered the wrong email address, or the confirmation email might have ended up in the spam folder.

It's possible that the pushTAN (sIdentity, cardTAN, etc.) is not activated. Please check with the bank for clarification.

The user has probably already registered at an earlier time. In this case, the old account needs to be pseudonymized.