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Account Setup Process

Ben Nelson avatar
Written by Ben Nelson
Updated over 8 months ago

Registration & Account Creation

Step 1: Invitation Receipt

  • You will receive an email invitation from an organization using ProducerAI

  • The email will specify which organization is inviting you and who sent the invitation

  • Follow the link in the email to begin the registration process

Step 2: Account Setup

  • Create a secure password for your account

  • Confirm your email address via the verification link sent to your inbox

  • Once verified, you'll be guided through the profile completion process

Step 3: Profile Information

  • Complete all required information requested by the organization

  • This typically includes your contact details, business information, and tax status

  • Remember that your information is only shared with organizations you explicitly connect with

  • You maintain control over which organizations can access your profile data

Step 4: Organization Connection

  • After completing your profile, you'll be prompted to connect with the inviting organization

  • Click the check mark to approve the connection request

  • Click "Go to Dashboard" to finalize your registration and access your billing dashboard

Important Security Note:

  • Only connect with organizations you're actively working with

  • Verify any unfamiliar connection requests before approving them

  • You can manage your organization connections at any time through your account settings

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