Register or Join a workspace or community

The process to register or join a workspace or community is the sequence of steps a new user follows to create an account, verify an email address, and gain access to a workspace or community — whether by registering directly, accepting an invitation, or joining a community as an existing workspace member — and applies when a user is registering to an IdeaScale workspace for the first time, accepting an invitation to a workspace, or joining a new community as an existing member.

Role Permissions

1. Workspace Administrator: Enables or disables the Register option for SSO-enabled workspaces, invites members to the workspace through Workspace Member management, and approves new member accounts when member approval is enabled.
2. Community Administrator: Invites members to the community through Community Member management,
3. Moderator: Approves community membership requests when community approval is enabled for a community.
4. Member: Registers to a workspace, accepts workspace invitations, verifies an email address, sets up a password and profile, and joins available communities.

Register to a Workspace

A user can register to a workspace by creating an account. Select the Register link on the login page to begin. 

Selecting Register opens the registration page. A member can also log in using one of the supported social logins available on the login page instead of registering.

The registration page displays the default Workspace language along with any other supported languages. The member enters an email address, sets up a password, chooses a profile language, and answers the Workspace Member Profile Question, if configured. If the Workspace Terms of Service is enabled, it is automatically accepted upon selecting the Register button.

Upon completing registration, the member receives a thank-you message, and a verification email is sent to the inbox.

See Exceptions below for verification timing when member approval is enabled.

The member verifies the email address by selecting the link within the verification email.

This completes the verification process and returns the member to the login page. The member logs in using the registered email address and password, then completes the profile.

See Exceptions below for participation timing when moderator approval is enabled.

Invited to a Workspace

A Workspace Administrator invites a member to join the workspace by adding them through Workspace Member management. The member receives a verification email and selects Verify my email within it to verify the email address and continue the registration process.

After selecting Verify my email, the member enters the 6-digit code sent to the email address.

The member then sets up a password for the login.

The member is taken to the login page to log in using the email address and password.

If the Workspace has Terms of Service configured, the member accepts it to continue.

After confirming the Terms of Service, the member completes the Profile by entering a First Name, Last Name, and Username, followed by the Timezone and Member Profile Questions, if configured.

Join a community

Members of the workspace can join communities available to them from the Workspace Landing Page, under the Community You Can Join section, by selecting Join Community.

This opens the community page, where a pop-up appears to confirm joining the community. Once joined, the member can begin participating.

See Exceptions below for participation timing when community approval is enabled.

If no communities are available to join, a corresponding message appears on the Workspace Homepage.

Exceptions

1. SSO-Enabled Communities: The Register option on the login page is available only if the Workspace Administrator has enabled it.
2. Member Approval Enabled: When member approval is enabled for the workspace, the verification email is sent only after the Workspace Administrator approves the account.
3. Moderator Approval Enabled: When moderator approval is required for a community, the member receives a message indicating that a Moderator has been notified to approve the account. Participation is not possible until the Moderator approves it.
4. Community Approval Enabled: When community approval is enabled, a Join Request Sent message and status appear after requesting to join a community. Participation is not possible until a Moderator approves the membership request.

Frequently Asked Questions

Can a member log in using a social account instead of registering?

Yes. The login page offers supported social logins as an alternative to completing the standard registration form.

Why is the Register option missing from the login page?

This can occur on an SSO-enabled community, where the Register option is available only if the Workspace Administrator has enabled it.

What happens after selecting Join Community if the community requires approval?

A Join Request Sent message and status appear, and the member cannot participate until a Moderator approves the membership request.

Does an invited member need to accept the Terms of Service?

Yes, if the Workspace has Terms of Service configured. The invited member accepts it after setting up a password and before completing the profile.

Related Articles

• Help Article for SSO
• Help Article for Profile Page