This section covers account creation and login processes, designed for new users setting up their first account and returning users accessing their polls and spaces. It serves as the entry point to the platform, enabling secure authentication before creating polls, collaborating in spaces, or managing settings. For next steps after login, see Creating Your First Poll. For ongoing account management, see User Settings and Preferences.

Overview

Account creation and login support multiple methods to suit different preferences, including email-based sign-in (with magic link or password options), single sign-on via Google, Microsoft, or custom OIDC providers, and guest access for quick trials without commitment. The login screen adapts based on available methods: if only one provider is configured (like OIDC), it automatically redirects to that flow. Registration is optional and only available when enabled by administrators. Upon success, users are redirected to the main dashboard; errors are displayed prominently at the bottom of the screen.

Login Screen

The Login page greets users with a Welcome title and a description like “Login to your account to continue” (or a note if no methods are configured). It displays available authentication options in a clean, stacked layout.

Available Login Methods

| Method | Requirements | Description | |——–|————–|————-| | Email | Valid email address; enabled by administrators | Enter your email to receive a magic link or use password (if configured). Click Continue with Email to start. | | Google | Google account | Click Continue with Google to sign in via your Google profile. | | Microsoft | Microsoft account | Click Continue with Microsoft to sign in via your Microsoft profile (e.g., work or school account). | | OIDC Provider | Custom provider account (e.g., enterprise SSO) | Click the provider button (named by administrators, like “Company SSO”) to authenticate. Automatically triggers if it’s the only method available. |

• An Or divider separates email from social/SSO options when multiple methods are present.
• A redirectTo parameter (from shared links) preserves your intended destination after login.
• If you’re already signed in (non-guest), you’ll be automatically redirected to the dashboard.

[!NOTE]
Guest users can continue without full login for basic access, but features like saving polls require a full account.

Registration Screen

The Register page appears via the Sign up link on the login footer (only shown if registration is enabled). It features a Create Your Account title and description like “Streamline your scheduling process and save time.”

• Fill out the Register Name Form (fields vary but typically include Full Name and email confirmation).
• A footer link Log in returns you to the login page if you already have an account.

Step-by-Step Workflows

Logging In

1. Navigate to the Login page (automatically shown for unauthenticated users).
2. Select your preferred method:
   • For Email: Enter your email address in the Email field and click Send Magic Link (or enter password if prompted).
   • For SSO: Click the provider button (e.g., Continue with Google).
3. Check your email or complete the provider flow.
4. Click links or confirm to access the dashboard.

graph TB
  Start["Arrive at Login Page"] --> SessionCheck{"Already Signed In?"}
  SessionCheck -->|Yes| Redirect["Redirect to Dashboard"]
  SessionCheck -->|No| Choose["Choose Method:<br/>**Email**, **Google**, **Microsoft**, or **OIDC**"]
  Choose --> Auth["Authenticate:<br/>Enter Email & Click Send<br/>OR Click Provider Button"]
  Auth -->|Success| Dashboard["Access Dashboard & Polls"]
  Auth -->|Error| Errors["View Error Message<br/>at Page Bottom<br/>Try Again"]

Creating an Account

1. From Login, click Sign up (if available).
2. On Register, enter your Full Name and confirm email/details in the form.
3. Submit the form to complete setup.
4. You’re redirected to the dashboard to create your first poll.

graph LR
  subgraph "Login Phase"
    Login["Login Page"] --> RegLink["Click **Sign up**"]
  end
  subgraph "Registration Phase"
    RegLink --> Form["Fill **Register Name Form**:<br/>**Full Name** (required)<br/>Email Confirmation"]
    Form --> Submit["Submit Form"]
  end
  Submit -->|Success| Dashboard["Dashboard Ready:<br/>Create First Poll"]
  Submit -->|Registration Disabled| NotFound["Page Not Found<br/>Contact Admin"]

Troubleshooting

Common issues appear as user-friendly messages at the bottom of the auth pages.

[!WARNING]
Magic links expire; request a new one if needed. SSO requires active provider accounts.

Summary

• Access via email (magic link/password), Google, Microsoft, or OIDC; auto-redirects for single-method setups.
• Register only when enabled, starting with a simple name/email form.
• Guest mode allows quick starts; upgrade for full features.
• Errors are shown clearly—retry or contact admins as needed.

For creating polls post-login, see Creating Your First Poll. Manage account details in User Settings and Preferences. Team logins relate to Managing Members in spaces.