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Workflow for creating an account and signing in

Allsite Support avatar
Written by Allsite Support
Updated over 9 months ago

Sign up workflow

New User and New Organization

The sign up workflow is for when a user from an organization first signs up.

  1. Sign in using your Microsoft account (see below for information and troubleshooting)

  2. Select your country - if you select a country we do not currently support you can enter your email address and we will notify you when it is available

  3. Agree to T&C and privacy policy

  4. Fill in your personal details

  5. Fill in organization details

  6. Our admin team need to approve all new organizations, this provides an additional layer of security. Approval normally takes around 30 minutes but can take up to 24 hours.

New User Existing Organization

This process is the same as for the above (new organization) but without the organization creation step. Users are automatically added to their organization.

Microsoft Identity

Allsite.ai uses Microsoft Identity to ensure robust, secure access to your account. This also means Allsite.ai does not need to store any passwords associated with user accounts.

When signing up for the first time you will have to allow certain Microsoft permissions, you are required to accept access to the Allsite.ai app to continue with the log in process

Which permissions do we use?

What data do we get?

Maintain access to data you have given access to

The scope is present so we can request refresh tokens off of Microsoft Graph API. This is required by Microsoft’s Single Sign-on framework.

View your basic profile information

Email and username to look up user in Allsite.ai platform

Read your profile

Read basic information from your user profile including an ID for your organization

After authenticating with Microsoft you will be directed to a user creation page where you can enter basic information and agree to T&C. If you are part of an organization already you will then navigate to the Allsite.ai home page. If you have not created an organization yet you will be required to create your organization's home page next.

Troubleshooting

Depending on your organizations security settings, you may be required to get access from your organizations IT admin team. In which case you will see a pop up like this when you attempt to sign up. After getting their approval you will be able to sign up. This is only required once for your organization. IT admins may need to grant consent using Microsoft Entra in this case - learn more here. If the Microsoft Entra approval process has issues, the IT admin can grant app access via signing in with their microsoft account at https://allsite.ai and select grant access, the IT admin is not required to create an account, just grant access to their organization.

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