Onboarding: Registration

Onboarding: Registration

Overview

We have streamlined the registration process on the OneEnterprise (OE) portal to enhance your convenience. When you sign up for OneEnterprise:
  1. You’ll get full access to all features of the OneEnterprise application, but you must register and activate your account first.
  2. The registration process includes providing your personal details, selecting an Edition (subscription) that suits your needs, and creating a tenant for you.
Step-by-Step Registration Process
Here are the steps you go through to register:

Step 1 - Start Registration Process

Option 1: Direct Registration

Choose this option when you register directly on the OneEnterprise portal.
  1. Go to the OneEnterprise website (oneenterprise.com) or click the OneEnterprise link.
  2. Click Register (or “Register here”) to begin the registration wizard.

Option 2: Onboarding via partner or OE sales person

Choose this option when a partner or an OE salesperson has already onboarded you. You now need to provide your details and complete your registration.
  1. Registration via sales team: If you have already connected with our sales department, they may have sent you an email with a registration link. If not, get in touch with our sales team.
  2. Registration via OE partner: If you are in discussions with our partner, he might have onboarded you and sent you an email with a registration link. If not, ask him to onboard you and send the registration link.
  3. Click the link in the email. After clicking the link, you will be redirected to the registration screen, where you need to complete the registration steps. 
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Step 2 - Provide Account Details

On the User Data tab, provide your personal and account details. To create your account, please provide your personal information in this step. If you have started the registration process via the onboarding process, the screen will be prefilled with the information.
All fields on this screen are mandatory; please ensure you complete them.

If a partner or salesperson onboarded you
  1. If either our partner or our salesperson onboarded you to the OE application, the wizard screen will appear with prefilled data.
  2. The partner or a salesperson has already filled in the information on your behalf.
  3. Review the prefilled information on the screen and verify that it is correct. If any field displays incorrect information, you are free to modify any field on the screen.
  4. Please note that you cannot change your email at this point because it has already been registered as your primary contact.
  5. Once you have verified that all the information on the screen is correct, click the Next button.
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If you are doing the registration yourself

To create your account, on the User Data tab, enter your personal and account information. All fields on this screen are required:
  1. First Name: 
    1. Enter your first name in the provided field.
    2. This field is limited to the use of alphabetic characters A to Z (both uppercase and lowercase), as well as a few special characters such as spaces, underscores (_), and hyphens (-).
    3. Please note that the name must contain at least 2 characters and not exceed 50 characters.
  2. Last Name: 
    1. Enter your first name in the provided field.
    2. Please note that this field is limited to the use of alphabetic characters from A to Z (both uppercase and lowercase), as well as a few special characters such as spaces, underscores (_), and hyphens (-).
    3. The last name should contain at least two characters and should not exceed 50 characters.
  3. Email:
    1. Please enter your email in this field. This email will be used for all communication purposes, and it will be set as your registered email address.
    2. Please note that this field only allows lowercase alphabetic characters from a to z. It also permits spaces, underscores (_), periods (.), and hyphens (-).
  4. Company: 
    1. Enter your company name in the designated field. This name will be used to identify your business and will be displayed as your business partner.
    2. Please keep in mind that this field only allows the use of lowercase alphabetic characters (a-z), digits (0-9), and a few special characters such as spaces, underscores (_), periods (.), dollar signs ($), and hyphens (-).
    3. Additionally, please ensure that your entry contains at least 2 characters and does not exceed 100 characters.
    4. 'i' icon:
      1. An 'i' icon provides additional information about the field.
      2. To access this information, hover your mouse cursor over the 'i' icon. A tooltip will display the relevant information.
  5. Country: 
    1. Select your business's country from the drop-down menu. The region will be chosen automatically based on the selected country.
    2. 'i' icon:
      1. An 'i' icon provides additional information about the field.
  6. Next: 
    1. The Next button remains disabled until all fields are filled out. Once all fields are correctly completed, the Next button becomes active.
    2. Click Next to proceed.


Notes
  1. Upon clicking the "Next" button, the system will conduct an email availability check. If the email address is already registered, an error message will be displayed, informing the user that it is already in use.
  2. However, if the email address is available and not registered in the system, the user will be directed to the next screen. It is noteworthy that this check is essential to ensure the integrity of the system and prevent duplications that may lead to confusion or errors.

Step 3 - Provide Data Center Details

In this step, you need to choose the region and its data center. Data residency affects both performance and compliance. Customers whose users are closer to a given data center experience lower latency, and customers operating in regulated industries need their data to remain within a specific jurisdiction. This screen puts that decision up front, before OneEnterprise provisions the environment, so the customer doesn't need to migrate data later.

If a partner or salesperson onboarded you
  1. If either our partner or our salesperson onboarded you to the OE application, this step of the wizard will not be shown to you, as your designated person has already chosen the region and data center on your behalf. 
  2. Hence, this step will be skipped for you during registration.
If you are doing the registration yourself
  • The Data Center step of the wizard lets you choose the region and its data center. 
  • It lets you choose the regional data center that will host their environment, so their data stays in the location that best matches their performance needs and local compliance requirements. OneEnterprise currently hosts the Americas (AM), EMEA, and APAC regions.
  • Based on the selected country on the Account screen, we will prefill the appropriate data center for you. You can continue with the prefilled data center or choose a different one.  
  • The three data center cards are displayed on the screen. You can choose any of the data centers from the screen:
    • AMER: The services are provided across North, Central, and South America.
    • EMEA: The services are provided across Europe, the Middle East, and Africa (EMEA).
    • APAC (Asia–Pacific): The services are provided across the Asia-Pacific region. 
  • Upon hovering over the regions in the map, the corresponding card gets highlighted. For example, if you hover the mouse in the AMER region, the AMER gets highlighted. Similarly, if you hover the mouse over any card, the corresponding region on the map gets highlighted. 
  • Select the region card closest to you that meets your compliance requirements. The card highlights with a blue border, and the map updates to show that region in blue with location pins.
  • Open the Data Center dropdown on the selected card and choose the specific data center. The map's orange pin moves to mark that data center.
    • Back: The Back button lets you return to the previous screen at any time.
    • Next:
      • The Next button is initially disabled. It will become enabled once all fields are filled.
      • Click the Next button to proceed.  


    Step 4 - Select Edition

    This step allows you to choose the application edition that best meets your requirements. It lets you compare available plans across two categories, General Editions and AI Editions, and choose a billing frequency.

    If a partner or salesperson onboarded you
    1. If either our partner or our salesperson facilitated your onboarding to the OE application, this step of the wizard will not be displayed to you, as your designated individual has already selected the edition on your behalf.
    2. Hence, this step will be skipped for you during registration.
    If you are doing the registration yourself

    The screen provides General Editions (traditional integration and automation) and AI Editions (AI-driven access and sync). Switch between General Editions (4 plans) and AI Editions (2 plans) using the tabs. Compare each edition's price, description, and feature list side by side. Select "Read more" on any card to see its full feature list. Toggle between Monthly and Annual billing to compare costs and view the annual savings. Turn on the Premium Support add-on where it's available for the selected plan.
    • Choose your application edition in this step.
    • In this section, the second option will be explained. We will guide you through the process of selecting an Edition and registering.
    • OneEnterprise offers two types of editions:
      • General Edition:
        • Community Edition
        • Business Edition
        • Enterprise Edition
      • AI Editions:
        • AI Connect Edition
        • AI Assist Edition
    • You can switch between the tabs by clicking on them.
    • Each edition is represented on a separate card. The card will display the edition name, a short description, and the edition's key points.
    • Additionally, a Compare Edition link is provided on each card to view more information about the edition and compare the multiple editions. 

    4.1 Billing Cycle

    • You can choose two types of billing cycles:
      • Monthly
      • Annual
    • A toggle switch is provided to select the billing cycle (monthly or annual).
    • Enable the toggle switch as needed.


    4.2 Premium Support

    • Some of the editions provide premium support.
    • The premium support offers a dedicated contact person for your assistance and ensures a prioritized response to your inquiries. 
    • Select the edition first, and then enable the toggle switch on the Premium Support band.


    1. Once you have selected your edition and billing cycle, the total amount will be displayed on the screen.
    2. If you have added premium service to your edition, the grand total will be displayed.



    4.3 Compare Your Editions

    • When you click the Compare Editions link on any tile, a description screen for the corresponding edition will appear.
    • This screen lists all available editions in a comparison table, where you can easily compare them.
    • All the key features are displayed in the left-side column, and the header of the table provides the name of the edition.
    • Each key point has an information icon, you can hover the icon and view the its short details. 
    • The supported features are marked with a green tick, while the unsupported ones are marked with a grey slash.
    • A Select button is provided for each editon. Once you have finalized your edition for yor need, click on the Select button.
    • Upon clicking the Select button you will be directed back to the the Editions screen.
    • To close the pop-up, simply click on the 'X' icon.

    Step 5 - Configure Your Credentials and Tenant

    This step lets you configure the credentials and create a tenant for the OE application.

    5.1 - Configure Credentials

    1. The first section of the screen allows you to configure login credentials.
    2. These credentials will be used to log in to the tenant:
      1. Email:
        1. This field will be prefilled with the email provided on the previous screen.
        2. You are not allowed to change the email on this screen. 
      2. Password:
        1. Please enter your desired password in this field. Please remember this password, as failing to do so will prevent you from logging in to your account.
        2. The password must be at least eight (8) characters long.
        3. It should meet the following criteria for validation: it should contain uppercase letters (A-Z), lowercase letters (a-z), numbers (0-9), spaces, underscores (_), hyphens (-), commas (,), periods (.), and special characters such as (@, !, #, $, %, &, *, _, etc.).
      3. Confirm Password:
        1. Please enter your password again in the field provided.
        2. It must match the password entered in the Password field.
        3. If the passwords do not match, you will receive a Password Mismatch message.

    5.2 Choose Your Tenant

    • In this section, please provide the tenant's name so we can register them in our database and create a dedicated URL for you. 
    • Please enter the tenant's name in the dedicated field. You may use letters from A to Z (both upper and lowercase), numbers from 0 to 9, spaces, underscores (_), commas (,), hyphens (-), and periods (.). The maximum character limit for this field is 500.
    • Next:
      • The Next button is initially disabled. 
      • The Next button is enabled after the tenant is entered in the designated field.
      • Upon clicking the Next button, the system will verify the availability of the entered tenant's name.
      • You will be moved to the Calculator screen if the tenant's name is not in the system.
      • An error message will appear on the screen if the tenant's name is already in the system. To correct this, select another tenant's name and click the Next button.
    1. Back: 
      • The Back button enables you to return to the previous screen.
      • You can click it at any time to go back to the previous screen.
    Alert
    We will reserve the available tenant name for only 30 minutes. If the process is not completed within 30 minutes and the reserved tenant is not utilized, the reservation will be released. 


    Step 6 A - Summary (all editions except the Community edition)

    • The following summary screen will appear for all editions except the Community edition.
    • Once you have configured your credentials and created your tenant, you will be directed to the Summary screen.
    • Here, you can review a summary of your account and personal information. Take a moment to double-check the details and go back to the previous screen if you need to make any changes.
    • A Pay $xx.xx button with an amount is provided on the screen. The button will show the total amount of the subscription that you need to pay.
    • By default, the button will be disabled. Once you check the Terms and Conditions box, the 'Pay $' button will become active.
    • Click the 'Pay $xx.xx' button. 

    Step 7 - Payment Processing

    1. After clicking on the "Pay $xxx" button, a payment screen will appear.
    2. To complete the payment, you will be redirected to a third-party payment screen, where you must provide the necessary details.
    3. Once the payment process is complete, you will be redirected back to the OneEnterprise registration screen.
    4. The screen confirms that the payment is successfully completed. Once the payment is confirmed, an activation link will be sent to the email address you registered with.
    5. You must activate your account by clicking on the link in the email. Once you have successfully activated your account, you can begin using it. 
    6. If the payment is unsuccessful, you will receive an error message and be directed to the Summary screen.
    7. Click on the Close button to close the wizard.


    Step 6 B - Summary (Only for Community Edition)

    • If you have selected Community Edition, the Summary screen will show the Activate button on it.
    • However, the summary details will be shown in the same way as for other editions. Review a summary of your account and personal information. Take a moment to double-check the details and go back to the previous screen if you need to make any changes.
    • Click on the Activate button.


    1. After clicking on the Activate button, a confirmation screen will appear.
    2. We will send the activation link to your registered email ID.
    3. Click on the Close button to close the wizard.





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