Onboarding

Start every contractor workspace with reviewed company setup.

SynapticLYnk uses a controlled onboarding path: contractor request, approval review, activation email, and first-login legal acceptance.

A reviewed setup path helps the first workspace user enter with the right company profile, activation path, and current legal documents in place.

SynapticLYnk contractor access request form screenshot
Step 1Submit company profile from the public site
Step 2Operations team reviews and approves the request
Step 3User activates, accepts legal terms, and enters workspace

Capabilities

Built around real field-service decisions.

Each product area explains what a contractor team can do, what stays reviewed, and how work moves through the system.

01

Company-profile submission

The public site captures the company profile and operating details that matter before access is created.

02

Approval-based activation

The operations review layer can approve or reject a request before a workspace is activated.

03

Activation email and first login

Approved users receive the activation path and enter through the configured workspace sign-in flow. Some workspaces use Google sign-in, and others may use password setup or reset where enabled.

04

Versioned legal acceptance

First-time users must accept the active Terms of Service and Privacy Policy before they can continue into the workspace.

Controlled Path

Demo interest and workspace activation are not the same step.

The onboarding story is strongest when it explains each checkpoint plainly: request, review, activation, configured sign-in, and legal acceptance.

Demo request

The public form starts a conversation about workflow fit, pricing shape, and setup needs. It does not immediately create production access.

Company-profile review

The team reviews identity, operating territory, trade focus, and intended workspace usage before activation.

Configured sign-in path

Approved users enter through the configured workspace sign-in flow, including Google sign-in or password setup where enabled.

Legal acceptance before entry

Users accept the current Terms of Service and Privacy Policy before entering the workspace for the first time.

Book a Demo

Start with a reviewed setup conversation.

Submit the profile details needed for review. If the request is approved after the fit and pricing conversation, the activation path is sent to the primary work email.

01
Submit your company profile

Tell us who you are, where you operate, and how your team will use the platform.

02
Review and decision

The review team evaluates the profile before the workspace becomes active.

03
Activation and legal acceptance

Approved users activate through the configured sign-in flow, accept current legal documents, and enter the workspace.

Book a Demo

Talk through your field-service workflow.

Share the basics so we can review fit, answer pricing questions, and explain activation before a workspace is created.

Primary contactWe reply to your main work address with next steps.
No instant activationWorkspace activation happens only after review and approval.
Pricing reviewWe can map the right subscription and onboarding path before setup.

We review the company profile, approve the workspace, then send the activation email.

FAQ

Onboarding FAQ

These answers describe the current access path from website request to first workspace login.

How does onboarding work?

A contractor submits the company profile, the request is reviewed, approved accounts receive an activation email, then users activate through the configured workspace sign-in flow and accept the current legal documents.

Why not allow instant self-serve signup?

Because contractor workspaces carry operational, billing, and legal context. Review first gives the team a cleaner setup before activation.

Do users accept terms and privacy at first login?

Yes. The current product uses a versioned legal-acceptance flow so users must accept the active Terms of Service and Privacy Policy before entering the workspace.