⚙️ Register Account Guide

This comprehensive guide will walk you through the three registration methods available for creating your account on the Incentise platform.

Overview

You can register using one of three convenient methods:

1. Email Registration - Traditional registration with email and password
2. Magic Link Registration - Passwordless registration via email link
3. Google Login - Quick registration using your Google account

Important: Account Flexibility

One account can serve multiple purposes! When you register, you don't need to select a user type. Your account can be used as:

• Incentive Provider - Create and manage incentive programs for your customers
• Incentive Recipient - Request and receive incentives from providers

Your account automatically adapts based on how you use the platform. You can act between provider and recipient roles as needed, all with a single account.

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Method 1: Email Registration

Email registration is the traditional method that requires you to create a password for your account.

Step-by-Step Process

Step 1: Navigate to Registration Page

1. Go to the Incentise registration page
2. You'll see a registration form with several fields

Step 2: Fill in Your Information

Enter the following required information:

• Email Address

  • Use your email address
  • Format: [email protected]
  • Must be a valid email format
  • Example: [email protected]

• Username

  • Choose a unique username
  • Requirements:
    • 3-30 characters long
    • Can only contain letters, numbers, and underscores
    • Must be unique (not already taken)
  • Example: myusername123 or user_name

• Password

  • Create a secure password
  • Requirements:
    • Minimum 8 characters
    • Maximum 50 characters
    • Can contain letters, numbers, and special characters
  • You can toggle password visibility using the eye icon (👁️)
  • Example: SecurePass123!

Note: You don't need to select a user type during registration. Your account can be used as both an incentive provider and an incentive recipient.

Step 3: Submit Registration

1. Review all your information
2. Click the "Register" button
3. Wait for the registration process to complete

Step 4: Email Verification

After successful registration:

1. Check Your Email

   • You'll receive an email with a verification code
   • The email subject is: "Verify Your email"
   • Check your inbox (and spam folder if needed)

2. Redirect to Verification Page

   • You'll be automatically redirected to the email verification page
   • The URL will be: /auth/verify-email/[user_id]

3. Enter Verification Code

   • Open the verification email
   • Copy the verification code (it's a numeric code)
   • Paste or type the code into the verification form
   • Click "Verify Email" button

4. Resend Code (If Needed)

   • If you didn't receive the email, click "Resend Verification Code"
   • Wait a few moments and check your email again
   • Make sure to check your spam/junk folder

5. Verification Success

   • After successful verification, you'll see a success message
   • You'll be redirected to the login page
   • You can now log in with your email and password

Important Notes for Email Registration

• ✅ Email verification is required before you can access your account
• ✅ Verification codes expire after a certain period (check the email for expiration time)
• ✅ You can resend the verification code if needed
• ⚠️ Account is not active until email verification is complete
• ⚠️ Keep your password secure - you'll need it for future logins

Troubleshooting Email Registration

Problem: Username already taken

• Solution: Try a different username with numbers or underscores

Problem: Email already registered

• Solution: Use a different email or try logging in instead

Problem: Verification code not received

• Solution:
  • Check spam/junk folder
  • Click "Resend Verification Code"
  • Verify email address spelling

Problem: Verification code expired

• Solution: Request a new verification code using the "Resend" button

Problem: Password too weak

• Solution: Ensure password is at least 8 characters with letters, numbers, or special characters

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Method 2: Magic Link Registration

Magic Link registration is a passwordless method that sends a secure link to your email to complete registration.

Step-by-Step Process

Step 1: Navigate to Magic Link Registration

1. Go to the registration page
2. Click the "Register with Magic Link" button (or navigate to /auth/magic-link/register)
3. You'll see the Magic Link registration form

Step 2: Fill in Your Information

Enter the following required information:

• Email Address

  • Use your email address
  • Format: [email protected]
  • Must be a valid email format
  • Example: [email protected]

• First Name

  • Enter your first name
  • Required field
  • Example: John

• Last Name

  • Enter your last name
  • Required field
  • Example: Doe

• Username

  • Choose a unique username
  • Requirements:
    • 3-30 characters long
    • Can only contain letters, numbers, and underscores
    • Must be unique (not already taken)
  • Example: johndoe123 or john_doe

Note: You don't need to select a user type during registration. Your account can be used as both an incentive provider and an incentive recipient.

Step 3: Request Magic Link

1. Review all your information
2. Click the "Send Magic Link" button
3. Wait for the magic link to be sent to your email

Step 4: Check Your Email

After clicking "Send Magic Link":

1. Email Confirmation

   • You'll see a success message: "Magic link sent to your email!"
   • A confirmation screen will appear showing your email address

2. Find the Magic Link Email

   • Check your email inbox
   • The email subject is: "Your Magic Link to Sign In"
   • Look for a clickable link in the email
   • Important: The link expires in 15 minutes

3. Click the Magic Link

   • Open the email
   • Click on the magic link provided
   • The link will automatically:
     • Complete your registration
     • Log you into your account
     • Redirect you to the appropriate dashboard

Step 5: Registration Complete

• After clicking the magic link, your registration is automatically completed
• You'll be logged in and redirected to your dashboard
• No password is required - the magic link serves as your authentication

Important Notes for Magic Link Registration

• ✅ No password required - the magic link authenticates you
• ✅ Faster registration - no email verification code to enter
• ⚠️ Link expires in 15 minutes - use it promptly
• ⚠️ One-time use - each link can only be used once
• ⚠️ Check spam folder if you don't see the email

How Magic Link Works

1. Secure Token: A unique, secure token is generated for your registration
2. Email Delivery: The token is embedded in a link sent to your email
3. One-Click Registration: Clicking the link completes registration automatically
4. Automatic Login: You're automatically logged in after clicking the link
5. Security: Links expire after 15 minutes and can only be used once

Troubleshooting Magic Link Registration

Problem: Magic link not received

• Solution:
  • Check spam/junk folder
  • Verify email address spelling
  • Click "try again" to resend

Problem: Magic link expired

• Solution: Request a new magic link by submitting the form again

Problem: Username already taken

• Solution: Try a different username with numbers or underscores

Problem: Email already registered

• Solution: Use a different email or try logging in instead

Problem: Link doesn't work

• Solution:
  • Ensure you're clicking the link within 15 minutes
  • Request a new magic link if the current one has expired
  • Make sure you're using the most recent magic link email

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Method 3: Google Login Registration

Google Login allows you to quickly register using your existing Google account, with automatic profile information import.

Step-by-Step Process

Step 1: Navigate to Registration Page

1. Go to the Incentise registration page
2. You'll see the registration form with a Google sign-in option

Step 2: Click Google Sign-In

1. Look for the "Continue with Google" button
   • It displays the Google logo (G icon)
   • Located below the registration form
2. Click the "Continue with Google" button

Step 3: Select Google Account

1. A Google sign-in popup will appear
2. Select your Google account from the list
   • Use your business Google account if available
   • Or choose any Google account you want to use
3. If you're not signed in to Google, you'll be prompted to sign in first

Step 4: Grant Permissions

1. Google will ask for permissions to access your account information
2. Review the requested permissions:
   • Email address
   • Profile information (name, avatar)
3. Click "Allow" or "Continue" to grant permissions

Step 5: Account Creation

After granting permissions:

1. Automatic Account Creation
   • Your account is automatically created
   • Profile information is imported from Google:
     • Email address
     • First name (if available)
     • Last name (if available)
     • Profile avatar (if available)

Step 6: Access Your Dashboard

After completing your profile:

1. Automatic Redirect

   • You'll be automatically redirected to the appropriate dashboard
   • You can access both provider and recipient features from your account

2. You're All Set!

   • Your account is now fully set up
   • You can start using all platform features as both a provider and recipient

Important Notes for Google Login

• ✅ No password needed - authentication is handled by Google
• ✅ Automatic profile import - name, email, and avatar are imported
• ✅ Faster registration - fewer steps than email registration
• ✅ Enhanced security - Google's security features protect your account
• ⚠️ Google account required - you need an active Google account

Profile Information Imported from Google

When you register with Google, the following information is automatically imported:

• ✅ Email Address - Your Google account email
• ✅ First Name - From your Google profile (if available)
• ✅ Last Name - From your Google profile (if available)
• ✅ Profile Avatar - Your Google profile picture (if available)
• ✅ Google ID - Linked to your Google account

Note: You don't need to select a user type. Your account can be used as both an incentive provider and an incentive recipient.

Troubleshooting Google Login

Problem: Google popup doesn't appear

• Solution:
  • Check if popup blockers are enabled
  • Allow popups for the Incentise website
  • Try a different browser

Problem: Google authentication failed

• Solution:
  • Check your internet connection
  • Ensure you're signed in to Google
  • Try again or use email registration instead

Problem: Username already taken during profile completion

• Solution: Try a different username with numbers or underscores

Problem: Profile completion issues

• Solution:
  • Ensure all required fields are filled
  • Refresh the page if the form isn't working properly

Problem: Profile information not imported

• Solution:
  • Check your Google account settings
  • Ensure your Google profile has the information filled in
  • You can manually add missing information later

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Comparison of Registration Methods

Feature	Email Registration	Magic Link Registration	Google Login
Password Required	✅ Yes	❌ No	❌ No
Email Verification	✅ Required (code)	✅ Required (link)	❌ Automatic
Profile Import	❌ Manual entry	❌ Manual entry	✅ Automatic
Setup Speed	Slower	Medium	Fastest
Security	Password-based	Link-based	Google OAuth
Account Recovery	Password reset	Request new link	Google account
Information Required	Email, Username, Password	Email, First Name, Last Name, Username	Google Account, Username
Best For	Users who prefer passwords	Users who want passwordless	Users with Google accounts

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Common Requirements for All Methods

Regardless of which registration method you choose, you'll need:

Required Information

• ✅ Email Address - Your email address
• ✅ Username - Unique username (3-30 characters)

Username Guidelines

• Must be 3-30 characters long
• Can only contain:
  • Letters (a-z, A-Z)
  • Numbers (0-9)
  • Underscores (_)
• Must be unique (not already taken)
• Examples: myusername, user123, user_name

Account Flexibility

Important: You don't need to select a user type during registration. Your account is flexible and can be used for:

• Incentive Provider - Create and manage incentive programs
• Incentive Recipient - Request and receive incentives

Your account automatically adapts based on how you use the platform. You can:

• Create incentive programs as a provider
• Request incentives as a recipient
• Switch between roles seamlessly with the same account

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Understanding Account Roles

How Account Flexibility Works

When you register, you create a single account that can function in two ways:

As an Incentive Provider

When you use your account to create and manage incentive programs:

• You can create incentive programs for your products or services
• You can manage customer requests and offers
• You have access to the provider dashboard
• You can track program performance and analytics

As an Incentive Recipient

When you use your account to request and receive incentives:

• You can browse available incentive programs
• You can request incentives from providers
• You can manage your incentive requests and offers
• You can track your incentive history
• You have access to recipient features

Using Both Roles

• No need to choose: You don't need to select one role over the other
• Automatic adaptation: The platform automatically recognizes which role you're using based on your actions
• Seamless switching: Switch between creating programs and requesting incentives anytime
• Single account: Everything is managed from one account - no need for multiple registrations

Example Use Cases

Scenario 1: Business Owner

• Use your account as a Incentive Provider to create incentive programs for your business
• Use the same account as a Incentive Recipient to request incentives from other businesses you work with

Scenario 2: Individual User

• Start by using your account as a Incentive Recipient to request incentives
• Later, if you start a business, use the same account as a Incentive Provider to create your own programs

Scenario 3: Multi-Purpose Account

• Create incentive programs for your products (Incentive Recipient role)
• Request incentives for services you need (Incentive Provider role)
• All managed from one account

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After Registration

Once you've successfully registered using any method:

Next Steps

1. Complete Your Profile (if not already done)

   • Upload profile picture (optional)
   • Verify all information is correct
   • Add social media links and website

2. Choose How to Use Your Account

   • As an Incentive Provider: Create incentive programs, and manage customer requests
   • As an Incentive Recipient: Browse available incentive programs and request incentives
   • Both: You can use your account for both purposes!

3. Explore Your Dashboard

   • Access provider features to create and manage incentive programs
   • Access recipient features to browse and request incentives
   • Switch between roles as needed

4. Get Started

   • Providers: Set up Provider Profile (In sidebar menu) and create your first incentive program
   • Recipients: Browse available incentive programs and make your first request

Account Status

Your account will have one of these statuses:

• CREATED - Account created, email verification pending (Email registration only)
• VERIFIED - Account fully verified and active

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Security Best Practices

Regardless of registration method:

1. Use a Strong Password (Email registration)

   • Mix of letters, numbers, and special characters
   • At least 8 characters long
   • Don't reuse passwords from other accounts

2. Secure Your Email

   • Use a business email address
   • Enable two-factor authentication on your email
   • Keep your email account secure

3. Protect Your Google Account (Google Login)

   • Enable two-factor authentication
   • Use a strong Google account password
   • Review account security settings regularly

4. Keep Magic Links Secure

   • Don't share magic links with others
   • Use links promptly (they expire in 15 minutes)
   • Delete magic link emails after use

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Getting Help

If you encounter issues during registration:

1. Check This Guide - Review the troubleshooting sections above
2. Verify Information - Double-check all entered information
3. Try Alternative Method - If one method doesn't work, try another
4. Contact Support - Reach out to the support team for assistance

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Summary

• Email Registration: Traditional method with password and email verification code
• Magic Link Registration: Passwordless method with email link (expires in 15 minutes)
• Google Login: Fastest method with automatic profile import

All three methods create a flexible account that can be used as both an incentive provider and an incentive recipient. Choose the method that works best for you!

💡 Tip: Google Login is recommended for the fastest registration experience with automatic profile import. Magic Link is great if you prefer passwordless authentication. Email Registration gives you full control over your password.

⚠️ Important: You don't need to select a user type during registration. Your account can be used as both an incentive provider and an incentive recipient. The platform automatically adapts based on how you use it.