Module 02 — Account Registration & Onboarding

Audience: Customer Success & Sales Agents
Goal: Walk a new user through creating their SmartSell account step by step, from downloading the app to logging in for the first time.

1. Downloading the App

SmartSell is available on both Android and iOS.

• Android: Search for SmartSell on the Google Play Store
• iOS: Search for SmartSell on the Apple App Store

Once installed, open the app. The first screen presented is the Login screen.

Agent Note: If a customer cannot find the app on the store, confirm they are searching the correct name and that their device meets the minimum OS requirements. For enterprise customers, a direct APK install link may be available — check with your team lead.

2. Creating a New Account (Mobile App)

From the Login screen, tap Sign Up at the bottom of the screen.

The signup screen opens with six fields to fill in:

Once all fields are filled, tap Create Account.

On success, the app navigates directly to the Dashboard. There is no verification step — the account is created and the user is logged in immediately.

Important: The phone number is the login username. Make sure the customer enters a number they own and actively use — it is also used for password recovery.

Password rules: Passwords must be at least 8 characters. If the two password fields do not match, an error is shown and the form cannot be submitted.

Agent Note: During signup, the app automatically detects the device's language and sets it as the user's preferred language (English or French). This can be changed later from the Account tab.

3. Creating a New Account (Web Portal)

From the web portal login page, click Sign Up or navigate directly to the signup page.

The signup form has the same fields as the mobile app:

Accept the Terms of Service checkbox and click Create Account.

The user is logged in immediately and redirected to the business dashboard.

Agent Note: There is no email or phone verification step after signup on either the mobile app or the web portal. The customer is active and ready to use SmartSell as soon as the form is submitted successfully.

4. Logging In

Mobile App

From the Login screen:

Tap Login. If credentials are correct, the app navigates to the Dashboard.

Web Portal

The web portal supports login via phone OTP (one-time code sent by SMS). Enter your phone number, receive the code, and enter it to log in.

Common issue: If a customer says "I don't have a password," they likely did not complete the signup form properly. Walk them through the signup steps from the beginning on the app. Once they sign up with a password, they can log in with it.

5. Forgot Password

If a user cannot remember their password, the recovery flow uses SMS verification.

On mobile:
1. On the Login screen, tap Forgot Password
2. Enter the registered phone number (with country code)
3. Tap Send Code — an SMS code is sent to the phone
4. Enter the 6-digit verification code on the next screen
5. Tap Continue — navigates to the Reset Password screen
6. Enter a New Password and Confirm Password (both must match, minimum 8 characters)
7. Tap Save Password — password is updated and the app returns to Login

Warning: If the passwords entered in step 6 do not match, an error is shown and the save is blocked until they are corrected.

Agent Note: This is the only flow that still uses SMS verification. If the customer no longer has access to the phone number they registered with, they must contact support to recover their account.

6. Setting Up Biometric Login

After logging in, the customer can enable biometric authentication (fingerprint or Face ID) to skip typing the password on subsequent logins.

To enable:
1. Go to the Account tab (bottom navigation)
2. Scroll to the Security card
3. Toggle on Biometrics
4. The app prompts for a biometric scan to confirm activation

The app detects what biometric hardware is available (fingerprint sensor, Face ID, iris scan). If the device has no enrolled biometrics, the toggle will be unavailable.

Agent Note: If a customer says biometrics are not working, check first that they have set up fingerprint or face unlock in the phone's own settings. SmartSell uses the device's native biometric system — it cannot work if biometrics are not configured at the device level.

7. Enabling Push Notifications

Push notifications alert users to important events (low stock alerts, sync confirmations, new messages).

To enable:
1. Go to the Account tab
2. Scroll to the Push Notifications card
3. Tap Grant Permission — the device shows a system prompt
4. Tap Allow

If notifications were previously denied:
- The button changes to Open Settings
- Tap it — the device opens its notification settings for SmartSell
- The customer must manually toggle notifications on from there

Agent Note: On iOS, once "Don't Allow" is tapped at the system prompt, the app can no longer show that prompt again. The customer must go to Phone Settings → SmartSell → Notifications → Allow Notifications manually.

8. Account Profile

The Account tab shows the logged-in user's:
- Full Name
- Email
- Phone Number

These are read-only in the mobile app. To update profile details, the customer should use the web portal.

9. Signing Out

1. Go to the Account tab
2. Scroll to the bottom
3. Tap Sign Out

The session is cleared and the app returns to the Login screen.

10. Deleting an Account

At the very bottom of the Account tab is a Delete Account option (shown in red). Tapping it opens a confirmation screen.

Warning for agents: Account deletion is permanent. If a customer asks about this, first confirm they do not simply want to be removed from a specific business (a different action managed by the business owner). Only guide them to deletion if they truly want to close their SmartSell account entirely.

Summary

Previous Module → 01 — SmartSell Platform Overview
Next Module → 03 — Creating & Configuring a Business