Create your account and verify your email

Preconditions

• An email inbox you can open now
• A password of at least 6 characters in mind
• A fresh email address that has never been used in the app, with its inbox open in a second tab.
• Clear cookies so the signup page is reachable (logged-in users are redirected to the board).

Steps

• 1. Open the signup pageDo: Go to the website and click "Start Free Beta" or "Get Started" on the plans page, or open /signup directly. You see the eyebrow "Workspace Setup" and the heading "Create your My Roof CRM workspace."Expect: A form with three fields: Full Name, Email Address and Password, with a Show/Hide eye on the password.Actual:
• 2. Fill in your detailsDo: Type your full name (at least 2 characters), your work email and a password of at least 6 characters. Read the line "By registering, you agree to our Terms of Service and Privacy Policy".Expect: The helper text under the password reads "Password must be at least 6 characters". Invalid emails are flagged before you can submit.Actual:
• 3. Create the accountDo: Click "Create Account". The button reads "Creating account..." while it works.Expect: A toast appears: "Account created successfully. Logging you in..." with the note "Please verify your email address before sending email from the workspace." You are signed in and land on the board.Actual:
• 4. Open the verification emailDo: Open your inbox and find the verification email. Click its link. It opens the Verify Email page in the app, which shows a "Verify Email" button.Expect: After clicking the button the page shows "Verifying Email" and then a success message. Verification does not happen until you click the button.Actual:
• 5. Confirm it worked on your profileDo: Back in the app, click your name at the bottom of the sidebar, then "Profile". Look at the Email row.Expect: The Email row shows a green "Verified" badge. If it still says "Unverified", click "Send verification email" and repeat the previous step.Actual:

Known pitfalls to probe

Trigger each situation deliberately and check the app behaves, or guides the user, as described.

• The verification email never arrived.What should happen or be shown: Check spam, then open Profile and click "Send verification email". The sender is info@myroofcrm.com.
• I want to change the email address on my account.What should happen or be shown: The profile page cannot change the email ("You can't change your email address from this screen."). Contact support@myroofcrm.com.