Account Creation
This section explains how to register a new account on WorkspaceBuilder, understand the registration form fields, and complete the email verification process.
To create an account, visit the WorkspaceBuilder registration page.
How Accounts Are Created
There are two ways a user account is created in WorkspaceBuilder:
| Method | Description |
|---|---|
| Self-Registration | A new user visits the sign-up page and fills in the registration form directly. |
| Invitation | An existing organization member invites a user via the Workspace Settings tab. The invited user receives a unique link to register and is automatically associated with the inviting organization upon sign-up. |
Account Creation via Invitation
When a user is invited to an organization through the Workspace Settings tab, they receive a unique invitation link via email.
The invitation flow works as follows:
- The invited user clicks the invitation link in their email.
- They are directed to the registration form and fill in their details.
- After successful registration and email verification, the user is automatically linked to the inviting organization.
- The user is assigned the User role by default within that organization. Admin and Designer roles remain with the existing members.
The role assigned via invitation is always User unless an administrator manually changes it later through the Workspace Settings.
Registration Form Fields
The registration form collects the essential information needed to create an account.
| Field | Type | Requirement | Example |
|---|---|---|---|
| First Name | Text | Required | John |
| Last Name | Text | Required | Doe |
| Email Address | Required — used as the unique login identifier | john.doe@example.com | |
| Password | Password | Min. 8 characters — must include at least one uppercase letter, one lowercase letter, one number, and one special character | •••••••• |
| Confirm Password | Password | Must exactly match the Password field | •••••••• |
| Phone Number | Number | Required — used for OTP and communication | +91 99999 99999 |
| Accept Terms of Service | Checkbox | Required — user must agree before submitting | Checked |
Keep registration simple. Collect only the information needed at sign-up. Additional profile details can be requested later during onboarding or profile setup.
Email Verification Flow
After registration, every account must be verified via email before the user can log in. WorkspaceBuilder handles this verification securely.
Step-by-Step Verification Process
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User Submits the Registration Form The user fills in their name, email, and password, and clicks Create Account.
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A Verification Email is Sent The platform automatically sends a verification email to the registered address. The email contains a unique, time-limited verification link.
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User Clicks the Verification Link The user opens their inbox and clicks the link. The platform validates the link and marks the account as Email Verified.
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Account Status Updated The account status changes to:
Email Verified: true
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User Is Redirected to Sign In The platform redirects the user to the login page with the confirmation message:
"Your email has been verified successfully. You can now log in."
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User Signs In The user enters their registered email and password to access their account for the first time.
If the user does not receive the verification email, they can request a new one from the login page using the Resend Verification Email option.
Verification links expire after 24 hours. If the link has expired, the user must request a new one before they can complete registration.
Post-Registration Behavior
After verifying their email and signing in for the first time:
- Users who registered independently (not via invitation) are prompted to create an organization.
- Users who registered via invitation are taken directly into the organization they were invited to.
- Default roles are assigned automatically based on the registration method (see Sign In for role assignment details).