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Registration Methods Guide

Support avatar
Written by Support
Updated over 2 weeks ago

GUIDES FOR CONTRACTORS & WORKERS

Overview

ComplyFlow Enterprise (Starter) accounts offer two registration methods to suit different business needs:

  1. Email Registration: Traditional email and password signup with email verification

  2. Microsoft SSO Registration: Sign up using your existing Microsoft business account

Both methods create the same Enterprise (Starter) account with identical features and limitations.

Choosing Your Registration Method

Email Registration

Best for:

  • Organisations without Microsoft 365/Azure AD

  • Users preferring traditional password authentication

  • Companies wanting separate ComplyFlow credentials

Microsoft SSO Registration

Best for:

  • Organisations using Microsoft 365 or Azure AD

  • Streamlined single sign-on experience

  • Reducing password management overhead

  • Enhanced security through Microsoft authentication

Important: Your registration email must be a business email address. Free email providers (Gmail, Yahoo, Hotmail, etc.) are not permitted for Enterprise accounts.

Email Registration Process

Step 1: Start Registration

  1. Navigate to the ComplyFlow Enterprise Starter registration page

  2. Complete Step 1: Organisation Details (see Organisation Setup Guide)

  3. Click Next to proceed to user details

Step 2: Enter User Details

  1. Enter your First Name and Last Name

  2. Enter your Business Phone Number (automatically formatted based on country)

  3. Enter your Business Email Address

    • Must be a business domain (not Gmail, Yahoo, etc.)

    • Will be used for account login and notifications

  4. Create a Strong Password

    • Minimum 8 characters

    • Include uppercase, lowercase, numbers, and special characters

  5. Complete the reCAPTCHA verification

  6. Click Register

Step 3: Email Verification

After clicking Register, you'll see the verification pending screen:

What happens next:

  1. Immediate Email: Check your inbox for a verification email

  2. Subject: "Confirm Your Email to Complete Setup"

  3. 24-Hour Limit: Verification link expires after 24 hours

  4. One-Time Use: Each verification link can only be used once

Step 4: Verify Your Email

  1. Check Your Inbox: Look for the ComplyFlow verification email

  2. Click "Create My Account" in the email

  3. Automatic Login: You'll be logged in automatically after verification

  4. Welcome Screen: Proceed to account setup completion

Email Verification Troubleshooting

Didn't receive the email?

  • Check your spam/junk folder

  • Verify you entered the correct email address

  • Wait 5-10 minutes for delivery

  • Contact support if no email arrives within 30 minutes

Verification link expired?

Error clicking the link?

  • Try copying and pasting the link into your browser

  • Ensure you're using the most recent verification email

  • Clear your browser cache and try again


Microsoft SSO Registration Process

Step 1: Start Registration

  1. Navigate to the ComplyFlow Enterprise Starter registration page

  2. Complete Step 1: Organisation Details (see Organisation Setup Guide)

  3. Click Next to proceed to user details

Step 2: Choose Microsoft Registration

  1. Enter your First Name and Last Name

  2. Enter your Business Phone Number

  3. Click Register with Microsoft (skip email/password fields)

Step 3: Microsoft Authentication

You'll be redirected to Microsoft's authentication page:

  1. Sign in with your Microsoft account

  2. Grant Permissions to ComplyFlow (email address and profile access)

  3. Confirm Account details match your registration

Step 4: Email Verification

Important: Your Microsoft account email must match the business requirements:

  • Must be a business domain (not personal Microsoft accounts)

  • Must match the name and organisation details you provided

If emails match:

  • You'll be automatically logged in

  • Proceed directly to welcome screen

  • No additional verification required

If emails don't match:

  • Registration will be blocked

  • Error message displayed

  • Return to registration with correct details

Microsoft SSO Troubleshooting

"Email not found in Microsoft response" error:

  • Ensure your Microsoft account has permission to share email

  • Try using a different Microsoft account

  • Contact your IT administrator for account permissions

"Incorrect email" error:

  • The Microsoft account email doesn't match invitation requirements

  • Register with the specific Microsoft account requested

  • Use email registration as alternative

Microsoft authentication fails:

  • Check your Microsoft account is active

  • Verify you have proper permissions

  • Try clearing browser cookies and cache

  • Contact Microsoft support for account issues


Registration for Existing Users

Multi-Identity Support

If you already have a ComplyFlow account (as a contractor, employee, or staff member), you can create an Enterprise (Starter) account as an additional identity.

Process for existing users:

  1. Login to your existing ComplyFlow account

  2. Navigate to the registration page

  3. Email pre-populated with your existing account email

  4. Display notification: "You will be creating a new account"

  5. Cannot dismiss notification until confirmed

  6. Complete registration as normal

Existing User Considerations

  • Same Email: You can use the same email for multiple identities

  • Separate Organisations: Each identity manages different organisations

  • Independent Billing: Starter account billing is separate from other accounts

  • Single Login: Switch between identities from the same login screen


Security and Privacy

Data Protection

  • Email Verification: Required for account security

  • Business Email Only: Prevents personal account creation

  • Password Encryption: All passwords encrypted with bcrypt

  • Microsoft SSO: Leverages Microsoft's enterprise-grade security

Account Security

  • Strong Passwords: Enforced complexity requirements

  • 24-Hour Verification: Limited-time verification links

  • One-Time Links: Verification links expire after single use

  • Failed Attempt Protection: Account lockout after multiple failures

Privacy Compliance

  • Data Residency: Australian datacenter hosting

  • GDPR Compliance: European privacy standards

  • Business Data Only: No personal information required

  • Microsoft Integration: Only essential profile data accessed


Next Steps After Registration

Immediate Actions

  1. Complete Organisation Setup: Add logo, additional sites if needed

  2. Explore Dashboard: Use the "What would you like to do?" onboarding panel

  3. Invite Team Members: Add staff members to collaborate (up to 5 included)

  4. Create First Inspection: Set up inspection templates for your sites

Additional Configuration

  • Organisation Setup Guide: Complete company profile

  • Onboarding Guide: Get started with core features

  • Plan Limitations Guide: Understand account limits


Frequently Asked Questions

Q: Can I change from email to Microsoft SSO after registration?
A: Registration method cannot be changed, but you can add Microsoft SSO login to existing accounts through account settings.

Q: What if my Microsoft account uses a personal email?
A: Enterprise accounts require business email addresses. Use email registration instead, or contact your IT team about Microsoft business accounts.

Q: Can I register multiple accounts with the same email?
A: Yes, through multi-identity support. Each account will manage separate organisations.

Q: How long does email verification take?
A: Verification emails are sent immediately. Check spam folders if not received within 10 minutes.

Q: Is Microsoft SSO more secure?
A: Both methods are secure. Microsoft SSO leverages existing enterprise authentication and may be more convenient for Microsoft 365 users.

Q: Can I register if my company is outside Australia?
A: Yes, but your account will be hosted in Australian data centres until regional expansion is complete.

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