Account Creation

Create an Account

This section covers user registration, form validations, and onboarding process.

• To create an account, click here .

Account Creation via Invitation

Users invited to an organization through the Workspace Settings tab receive a unique invitation link.

• The invited user clicks the invitation link.
• The user fills out the registration form.
• After successful registration and email verification (Keycloak flow), the user is automatically associated with the inviting organization.
• By default, the user is assigned the User role for the organization, while other roles (Admin/Designer) remain with the inviting members.

Registration Form Fields

The registration form collects essential user information required to create an account.

Common Fields:

Field	Type	Description	Example
First Name	Text	User’s First name	John
Last Name	Text	User’s Last name	Doe
Email Address	Email	Used as the unique login identifier	john.doe@example.com
Password	Password	At least 6 characters, 1 uppercase,1 lowercase, 1 number, 1 special symbol (e.g., A,a,1,@)	••••••••
Confirm Password	Password	Ensures password accuracy	Must match “Password”
Phone Number	Number	Used for OTP or communication	+91 99999 99999
Accept TermofService	Checkbox	User must agree to the Terms of Service before creating an account	true

💡 Tip: Keep your form minimal and user-friendly. Collect only what’s necessary at sign-up — extra info can be requested later during profile setup.

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Keycloak Email Verification Flow (From Workspace Builder)

The registration process is integrated with Keycloak to handle user identity and verification securely.

Step-by-Step Process

1. User Submits the Sign-Up Form
   The user fills in their details — such as name, email, and password — and submits the registration form.

2. Verification Email Sent by Keycloak
   Once the registration is successful, Keycloak automatically sends a verification email to the registered email address.
   This email contains a unique verification link.

3. User Clicks the Verification Link
   The user opens their email inbox and clicks the verification link provided by Keycloak.
   Upon clicking, Keycloak verifies the user’s account and marks it as “Email Verified” in its user database.

4. Account Marked as Verified
   After successful verification, the user’s status changes to:

   Email Verified: true

5. Redirected to the Login Page
   Keycloak then redirects the user back to the Login Page (Sign In).
   A message may be displayed, such as:

   “Your email has been verified successfully. You can now log in.”

6. User Logs In Using Their Credentials
   The user enters their registered email and password on the login page and gains access to their account.

Key Points:

• Verification links should expire after a defined time (e.g., 24 hours).
• Always show a message like:

  “A verification email has been sent to your registered email address.”

• Allow users to resend the verification link.

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