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Sign-Up – Overview

Internally also referred to as "Form B2B". This is unrelated to the B2B integration model described in Use Cases, which covers direct API integration of the Screen/Match modules into a customer's own platform.

This is the first piece of a broader self-service provisioning story, which also now includes self-service package purchases — see Platform & Account for the full picture.

Description

BeTalent lets a new organization register itself on the platform with no manual provisioning. The person who completes the sign-up form becomes both the organization's and the tenant's administrator, with a Trial license activated automatically so they can try the platform's HR features right away.

  • Lets organizations onboard themselves, without manual account or tenant provisioning.
  • Enforces data quality and account security (unique email, password policy).
  • Collects explicit, auditable consent before completing registration.

How It Works – High-Level Workflow

  1. Registration form — organization name, contact details and password.
  2. Consents — Privacy, Terms and Conditions (both mandatory), Marketing and Profiling (a choice is mandatory, either way).
  3. Account & tenant creation — a new tenant is created and associated with the organization; the user is created in the identity provider with the Organization Admin, Tenant Admin and HR roles; a Trial license is activated.
  4. Email confirmation (OTP) — the user is created in Unconfirmed status and confirms via a one-time code sent by email; no automatic login happens.
  5. First login — the user logs in and lands on the Dashboard with the new tenant and Trial license active.

Ideal Use Cases

  • Organizations discovering BeTalent through the website or a campaign, who want to start a trial immediately without contacting sales.
  • Platform & Account — the other self-service provisioning features, current and planned.
  • Roles & Permissions — what each of the three roles assigned here can do.
  • Catalog — the natural next step once the Trial quota runs out.
  • Dashboard — where the newly created tenant's active Trial license appears right after first login.
  • User Guide — Sign-Up — a full walkthrough of the sign-up flow.