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First-time setup after creating your account

After you create an admin account or sign in when setup is not finished, Govern365 walks you through three steps: profile, workspace, then invite team.

Who sees this flow​

  • New admins who used Create an account are sent to profile first, then workspace, then invites.
  • If you already have a session but have not finished setup, the app sends you to the correct step automatically.
  • Some Hub-provisioned accounts skip the first profile screen and start at workspace setup (your email and password were collected during purchase).

Step 1 — Set up your profile​

Goal: Tell teammates how you should appear (name and optional photo).

  1. Optionally add a profile photo (tap the circle, or drag-and-drop an image onto it). PNG, JPG, or WebP — optional.
  2. Enter First name (required — Continue stays disabled until this is non-empty).
  3. Enter Last name (optional; your display name is First + Last combined when saved).
  4. Choose Continue (shows Saving… while the request runs).

You are then taken to workspace setup.

Step 2 — Set up your workspace​

Goal: Name your organization, choose a workspace handle (URL segment), confirm your account email with a 6-digit verification code, and optionally add a company logo.

On this screen, fields appear in this order:

  1. Company logo — optional. Tap the tile to upload (or drag-and-drop an image). PNG, JPG, or WebP.
  2. Company name — required.
  3. Workspace handle — required; shown in the live preview as your-domain/your-handle. The handle auto-follows the company name until you edit it manually.

Email verification (how it really works)​

The verification code box is not shown at first. Instead you see short copy that a 6-digit code will be sent to your account email (the address you signed up with), and a primary button:

  • Email me a verification code — click to send the email (the button shows Sending…). A short green confirmation may appear.

Only after that succeeds does the Verification code field appear. You can:

  • Type six digits (non-digits are stripped automatically),
  • Use Paste to paste from your clipboard (digits are extracted),
  • Toggle show / hide on the field like a password.

Under the field you can use Resend code to send again. The app enforces a 60 second wait between sends (the link shows a countdown, e.g. Resend code (45s)). If you hit the server too often, you may see a rate limit style message (wait about a minute).

The Continue button at the bottom submits the workspace only when company name, handle, and a full 6-digit code are filled in (and after you have requested the email at least once).

Codes and timing: Each successful Email me a verification code or Resend code issues a new code and starts a fresh validity window from the server (about 15 minutes from send time). An older code from an earlier send will no longer match once a newer code has been sent — always use the latest email.

Hub-provisioned accounts use the same workspace screen: you still press Email me a verification code before the code field appears (there is no separate “Hub-only” path on this page).

After a successful submit, you go to Invite your team.

If something goes wrong​

SituationWhat to do
Wrong code or code from an old emailClick Resend code (after the cooldown if shown), wait for the newest email, enter that six-digit code.
Code expiredUse Resend code for a new one; the server message may tell you to use “Resend code” if the TTL passed.
"Handle already taken"Change the workspace handle to something unique.
Too many requests / rate limitWait about a minute and try Email me a verification code or Resend code again.

Step 3 — Invite your team​

Goal: Optionally invite colleagues by email with a role (see Workspace roles & permissions for what each role means: Admin, Editor, Reviewer, or Auditor), or skip and invite later from settings.

  • You start with one invite row; use Add another to add up to three rows total (the button disables at the maximum).
  • Each filled row needs a valid email and a role (dropdown).
  • Skip for now finishes onboarding without sending invites; you can invite people later from the product.
  • Send 1 invite / Send 2 invites / … is disabled until at least one row has a valid email and role — if you are not inviting anyone yet, use Skip for now.
  • When you have at least one complete row, the primary button reads Send 1 invite, Send 2 invites, etc. (or Send invites). While sending it shows Sending…

When you send invites or skip, you are taken to the Dashboard.

After onboarding​

Once all three steps are complete, you use Govern365 from the Dashboard and other tools. If you ever have no workspaces but are past onboarding, the app sends you to Create a workspace instead; that flow is separate from this three-step wizard.