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Sign in, recover access, and finish onboarding
Use login, email verification, password reset, and onboarding status screens.
For workspace users and administrators · Updated October 1, 2026
What this module is for
Use login, email verification, password reset, and onboarding status screens.
Use this page when you need to complete the task yourself and understand what each action changes. The steps name the relevant screen, explain why the action belongs in the workflow, and state what to verify before moving on.
Before you start
- Sign in with a role that can view or change the records in this guide.
- Have the product, file, channel, or workspace information ready before starting an action that saves data.
- Use a small test record or file first when an action affects multiple products or a connected channel.
1. Sign in or recover an account
Complete these actions in order. They describe the screen to use, the decision to make, and the evidence to check before you move to the next stage.
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Step 1.1
Do this: Open Login and enter your account credentials.
Why this matters: This keeps the sign in or recover an account work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Confirm that the named screen or panel is visible and contains the expected values. If a control is missing, check your workspace role before continuing.
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Step 1.2
Do this: If you cannot sign in, choose Forgot password, submit the account email, and follow the reset link.
Why this matters: This keeps the sign in or recover an account work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Look for a confirmation message, a newly created record, or a job status entry. If nothing changes, read the inline field error or job detail before retrying.
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Step 1.3
Do this: After resetting, return to Login. If you reach Unauthorized, ask a workspace admin to review your role and access.
Why this matters: This keeps the sign in or recover an account work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Confirm that the named screen or panel is visible and contains the expected values. If a control is missing, check your workspace role before continuing.
2. Finish subscription setup
Complete these actions in order. They describe the screen to use, the decision to make, and the evidence to check before you move to the next stage.
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Step 2.1
Do this: During onboarding, complete the payment step if your chosen plan requires it.
Why this matters: This keeps the finish subscription setup work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Confirm that the named screen or panel is visible and contains the expected values. If a control is missing, check your workspace role before continuing.
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Step 2.2
Do this: A pending screen means payment confirmation has not completed; return after it resolves.
Why this matters: This keeps the finish subscription setup work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Confirm that the named screen or panel is visible and contains the expected values. If a control is missing, check your workspace role before continuing.
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Step 2.3
Do this: The success screen continues onboarding. If checkout was cancelled, return to the plan step and retry when ready.
Why this matters: This keeps the finish subscription setup work traceable and makes the next review, validation, or handoff easier to complete.
Check before continuing: Confirm that the named screen or panel is visible and contains the expected values. If a control is missing, check your workspace role before continuing.
Events and statuses to watch
Actions such as saving, importing, exporting, connecting, publishing, and approving can either update a record immediately or create background work. Wait for the on-screen confirmation and then check the relevant list, detail view, or job status before repeating an action.
- Saved or created: confirm the record appears with the intended values.
- Queued, running, or processing: wait for completion and open the job or event detail if progress stops.
- Failed, partial, rejected, or blocked: read the specific message, correct the source data or permissions, then retry only the affected work.