What the User Sees After Accessing a Unique Sign-Up Link

When you share a unique sign-up link with a customer, they will be directed to a Request User Account page. This is the page where new users submit their information to get an account provisioned. Understanding what your customers see helps ensure a smooth onboarding experience.

The Sign-Up Form

The page greets the user with a brief introduction and prompts them to fill in the following fields:

• First name
• Last name
• Email address – The page recommends that users provide a work email address

Once the form is submitted, the system will provision the new account automatically.

What Happens After Submission

The new account will be created with the default settings you configured for that specific sign-up link, including the assigned Customer Group, Sales Representative, Payment Method, and any applicable Markups. No further action is required from the administrator.