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Create a Transform Login

Create a Transform login, verify email (if required), and complete minimum profile setup.

Overview

Use this guide when signing in to Transform for the first time. The flow starts from an invite or signup link.

Key Concepts

  • Login: email-based sign-in identity

  • Verification: optional email validation step

  • SSO: sign-in through a centralized identity provider (if enabled)

How It’s Used

Use this setup during onboarding. Use it again when provisioning an additional admin login.

Benefits

  • Faster access to Organizations and Projects

  • Reduced sign-in issues from incomplete setup

Setup Steps

1

Create a login

  1. Open the invite or signup link.

  2. Enter a work email.

  3. Set a password, if prompted.

2

Verify email (if prompted)

  1. Open the verification email.

  2. Select the verification link.

3

Sign in

Sign in using one of these methods:

  • Email and password

  • SSO (if enabled for the Organization)

Screenshot placeholder: sign-in screen showing both Email and SSO options (if applicable).

4

Complete the minimum profile

  1. Confirm name and role.

  2. Set language and theme preferences, if needed.

Best Practices

  • Use a work email tied to the Organization identity policy.

  • Store recovery information according to Organization policy.

Troubleshooting

Verification email is not received

  • Check spam and quarantine folders.

  • Confirm the correct email address was used.

  • Request invite resend from an Account Admin.

Sign-in fails

Start with Login Problems.

Summary

Next steps:

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