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Organization Registration

Get your organization up and running on Axvero in under 2 minutes. Our streamlined registration process gets you started immediately, with detailed configuration available when you need it.

Quick Start Registration​

Step 1: Create Your Organization (30 seconds)​

Choose your preferred registration method below. The registering user will become the organization’s primary administrator and can manage all settings and users.

Option A: Sign up with Google​

  1. Click "Sign up with Google"
  2. Select your Google account
  3. Enter your organization name
  4. Select your industry from the dropdown
  5. Click "Create Organization"

You're done! Your organization is immediately active. (No separate email verification is required; Google authentication is used.)

Option B: Sign up with Microsoft​

  1. Click "Sign up with Microsoft"
  2. Authenticate with your Microsoft account
  3. Enter your organization name
  4. Select your industry from the dropdown
  5. Click "Create Organization"

You're done! Your organization is immediately active. (No separate email verification is required; Microsoft authentication is used.)

Option C: Email & Password Registration​

  1. Enter your email address
  2. Create a password (minimum 8 characters)
  3. Enter your organization name
  4. Select your industry from the dropdown
  5. Click "Create Organization"
  6. Verify your email (check your inbox for a verification link)

Once email is verified, your organization is immediately active.

Required Information (Minimal)​

  • Organization Name: What should we call your organization?
  • Industry: Select from a predefined list (see below)
  • Admin Email: The registering user’s email address (becomes the primary administrator)

That's it! No documents, no lengthy forms, no waiting for approval.

Industry Selection Options​

  • Tax Advisory Services
  • Accounting & Bookkeeping
  • Financial Advisory
  • Legal Services
  • Business Consulting
  • Insurance & Risk Management
  • Other Professional Services

Email Verification Process​

See Email Verification Process for details and troubleshooting.

Immediate Access After Registration​

Once registered, you immediately get:

Full Platform Access​

  • Create and manage applications
  • Invite team members
  • Add applicants and clients
  • Use all core features

Default Configuration​

  • Standard application types available
  • Basic document templates ready to use
  • Default notification settings
  • Default user roles (Admin, User, Viewer) are pre-configured and can be customized later.

Trial Period​

  • 30-day full access to all features
  • No credit card required
  • All features unlocked
  • No user limitations during trial

Immediate Next Steps​

After registration, you can immediately:

1. Invite Your Team (2 minutes)​

  • Go to Users → Invite Users
  • Enter email addresses
  • Assign roles (Admin, User, Viewer)
  • Send invitations

2. Add Your First Applicant (1 minute)​

  • Go to Applicants → Add New
  • Enter basic applicant information
  • Start creating applications

3. Create Your First Application (3 minutes)​

  • Select applicant
  • Choose an application type
  • Add required documents
  • Submit for processing

4. Customize Templates (Optional)​

  • Modify document templates to match your branding
  • Set up custom email notifications
  • Configure approval workflows

Progressive Configuration Approach​

Our system is designed for progressive configuration - start simple and add complexity as needed:

Week 1: Core Operations​

  • ✅ Register organization
  • ✅ Invite key team members
  • ✅ Create first application
  • ✅ Use default templates and workflows

Week 2-4: Customization​

  • ⚙️ Upload organization logo
  • ⚙️ Customize email templates
  • ⚙️ Set up approval workflows
  • ⚙️ Configure notification preferences

Month 2+: Advanced Features​

  • 🔧 Upload compliance documents
  • 🔧 Set up integrations
  • 🔧 Create custom workflows
  • 🔧 Configure advanced reporting

Security from Day One​

Even with fast onboarding, security is never compromised:

Immediate Security Features​

  • Encrypted data storage and transmission
  • Multifactor authentication available immediately
  • Role-based access control from the first login
  • Audit logging of all activities
  • GDPR compliance built-in
  • RBAC, MFA, and audit logging are enabled from your first login. See User Access Control for details.

Optional Security Enhancements​

  • Configure additional MFA options
  • Set up SSO integration
  • Upload security certificates
  • Configure IP restrictions

Support During Fast Onboarding​

Instant Help Available​

  • Live chat available during registration
  • Quick start guides appear immediately after registration
  • Interactive tutorials guide you through the first actions
  • Video walkthroughs for common tasks

Getting Help​

  • In-app help: Click the help icon anywhere in the platform
  • Knowledge base: Searchable help articles
  • Email support: support@axvero.com
  • Community forum: Connect with other users

Common Fast Onboarding Questions​

"Can I change my organization name later?"​

Yes, organization names can be updated anytime in Settings → Organization Profile.

"What if I choose the wrong industry?"​

Industry can be changed anytime. It's only used for default templates and suggestions.

"Do I need documents to start using the system?"​

No documents are required to start. Upload them later when needed for compliance.

"Can I invite team members immediately?"​

Yes, invite team members immediately after registration. They'll get full access based on assigned roles.

"What happens after the 30-day trial?"​

You'll receive notifications starting at day 21. Simply add billing information to continue service. If billing is not added, access is suspended but your data is retained for a grace period.

"Can I use custom domains immediately?"​

Custom domains require verification and are available after initial setup. Default domains work immediately. Custom domains may require admin approval or verification.

Fast Track Success Tips​

1. Start Simple​

  • Use default settings initially
  • Customize later as you learn the system
  • Focus on the core workflow first

2. Invite Your Team Early​

  • Get everyone access immediately
  • Learn the system together
  • Distribute the workload from day one

3. Test with Real Data​

  • Create actual applications immediately
  • Don't wait for the perfect configuration
  • Learn by doing

4. Use Default Templates​

  • Start with provided templates
  • Customize gradually based on actual needs
  • Perfect is the enemy of good

The goal is to get you operational immediately while providing all the configuration options you need as your usage grows. Welcome to Axvero!