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Create your account

What this accomplishes

Section titled “What this accomplishes”

Creates your Bobyard login and either starts a new company (you become an Admin) or joins an existing company from an invite.

Prerequisites

Section titled “Prerequisites”
  • New company: a registration Key provided by Bobyard
  • Join company: an invite link from a company Admin or Admin (View Only)
  • An email address that is not already registered

Create a new company account

Section titled “Create a new company account”
  1. Open Sign up from the sign-in page, or go to /register.
  2. Complete Personal Information:
    • Enter your registration Key
    • First Name, Last Name, Email, Password, and Confirm password
    • Select your role title and at least one Specialty
    • Phone is optional
  3. Complete Company:
    • Company name and website
    • Company Role (for example General Contractor or Subcontractor)
    • At least one Trade
  4. Complete Billing:
    • Enter billing contact Name, Email, and Phone
    • Or select Same as Admin to copy your personal details
  5. Select Create account.

Expected result

Section titled “Expected result”

You are signed in and taken to the dashboard for your company’s default workspace.

Join a company from an invite

Section titled “Join a company from an invite”

New user (no Bobyard account yet)

Section titled “New user (no Bobyard account yet)”
  1. Open the invite link you received. It opens Join {company name}.
  2. Enter your personal details and password.
  3. Create the account.

Existing user

Section titled “Existing user”
  1. Sign in if prompted.
  2. Open the invite link (/join-company/...).
  3. Review the invitation details and continue to join.

Expected result

Section titled “Expected result”

You join the company with the role and workspace access set by the inviter, then land on the dashboard.

Cautions

Section titled “Cautions”
  • Passwords must be at least 6 characters and must match confirmation.
  • If the email already has a Bobyard account, registration fails with This email already has a Bobyard account.
  • An invalid registration key fails with Invalid key.
  • Specialty and Trade are required when creating a new company.

Troubleshooting

Section titled “Troubleshooting”
Message What to try
Invalid key. Confirm the registration key with your Bobyard contact.
This email already has a Bobyard account. Sign in or reset your password instead.
This email is not invited to join this company. Ask an Admin to re-invite the exact email address.
Section titled “Related guides”