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Sign in and manage your profile

Access your team, recover an account, and control profile preferences.

Everyone4 min read

What you’ll achieve

You are signed into the correct account and workspace.

Before you begin

  • Use the email address associated with your StepGen account or invitation.
On this page

Sign in or join an invited workspace

  1. 1

    Open StepGen and choose the sign-in option. Enter your account email and password.

  2. 2

    If a colleague invited you, open the invitation and follow the sign-in or account-creation flow with the intended email address.

  3. 3

    After signing in, confirm that the expected workspace appears in the sidebar. Ask its owner to check the invitation if it is missing.

A share link and a workspace invitation serve different purposes. A share link lets someone view instructions; an invitation gives access to a workspace.

Create and confirm your account

  1. 1

    Choose Create Account and enter Display Name, Email, Password, and Confirm Password. Use an email address you can open and a password with at least 6 characters.

  2. 2

    Choose Create Account once. When StepGen says the account was created, open the confirmation email, confirm your address, then choose Sign in. Check your spam folder if the email is missing.

  3. 3

    If the page cannot receive your request, check your connection and reload before trying again. On a company computer or VPN, try mobile data or ask IT to allow StepGen.

  4. 4

    If StepGen cannot confirm whether the account was created, try Sign in first and check for a confirmation email. If you still cannot continue, contact StepGen support with the displayed reference ID and the time of the attempt. Never send your password.

  • For too many signup attempts, wait a few minutes before choosing Create Account again.
  • If the email already has an account, use Sign in or Forgot password. For a weak-password message, choose a longer password with letters, numbers and symbols.
  • Private test sites do not allow new account registration. Use an approved test account supplied by the person running the test.
Read the signup message before retrying. This screenshot uses fictional account details.

Read the signup message before retrying. This screenshot uses fictional account details.

Create Account form with fictional details and an actionable signup recovery message

Open a workspace prepared for you

  1. 1

    Open your StepGen workspace invitation email. You do not need to request a separate trial or create another workspace.

  2. 2

    Choose the link in the email, then Accept invitation & open workspace. This verifies the invited email address and signs you in as that recipient.

  3. 3

    You become the owner of the prepared workspace. Your workspace may have a trial or a regular license. If its license period starts on acceptance, that period begins now. Otherwise it keeps the expiry agreed with your StepGen contact.

  4. 4

    Open Workspace settings → License to check your agreed expiry date and allowances.

  • Use the latest invitation. If its sign-in link has expired or was already used, ask your StepGen contact to resend it.
  • An invitation that was revoked cannot be accepted. Ask your StepGen contact to confirm access.
  • A customer invitation gives access only to the prepared workspace. Your existing workspaces remain separate.
Accept a prepared workspace without submitting another trial request.

Accept a prepared workspace without submitting another trial request.

Customer invitation screen with an Accept invitation and open workspace button

Recover access

  1. 1

    Choose the password-recovery option on the sign-in screen. Enter the account email.

  2. 2

    Check your inbox and spam folder for the reset message. Open the link and complete the reset page.

  3. 3

    Return to StepGen and sign in. If the link is expired, request a fresh one rather than repeatedly using the old message.

Update your profile

Open the top-right menu and choose User Profile. Update the display name and save it so colleagues can recognize you in the workspace.

Beta preferences appear here when supported. Enabling beta features can reveal experimental controls, but does not override workspace licensing or administrator restrictions.

If StepGen says your profile is not ready yet, sign out and sign in again, then reopen User Profile and retry Save Changes. If it still fails, use Support & Feedback and include the visible message.

If access still fails

  • Confirm that you used the invited account rather than another saved browser login.
  • For a missing workspace, contact its owner. For a rejected or expired reset link, request a new reset email.
  • Use Support & Feedback for a persistent problem. Include the action, time, and visible message, but never your password.

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