A login before a purchase
Let people sign up, then buy
Ana wants to try the door before choosing a plan for her company.
A login first. A company workspace when access is granted.
Follow Ana’s exampleAUTH GUIDE / Explore
Your product. Your people.
What should happen
after “Sign in”?
A company opens its workspace. A teammate joins by invitation. A customer finds their own journal. Start with the experience you want to give them.
Find my scenario Already know? Go to the setupONE PERSON
Ana
One login
Her companyOwner in Field Notes
A client’s companyInvited member
01Recognize your productChoose a familiar example.
02Follow the first daySee what your customer does.
03Build it with confidenceGive the recipe to your developer or agent.
Choose the experience
Who is walking through your door?
These are fictional products and people. Pick the one closest to your business.
A company of their own
Start with a free workspace or trial
Bruno starts a workspace for his small company without paying first.
Verified signup earns the starting workspace.
Follow Bruno’s examplePeople, not customer companies
Give each person their own experience
Lia wants a private journal. She does not need a company, teammates or a team page.
One shared operator account, private records for each person.
Follow Lia’s examplePurchase first, team next
Sell access before the first login
Ana buys Field Notes for her company, then brings her teammate Leo.
The intended buyer becomes an account owner after onboarding.
Follow Ana’s exampleAn owner controls the guest list
Invite a known team or closed group
Maya already runs a workspace in Studio Board. She invites Leo to work there.
A person joins an existing customer account by accepting an invitation.
Follow Leo’s exampleControlled entry, personal records
Admit customers without company workspaces
Pocket Journal controls who gets in. Lia uses her own records without creating a company workspace.
An admitted customer enters as consumer; payment is a separate check.
Follow Lia’s exampleUnsure between two? A company workspace shares work with a team. A consumer experience keeps each person’s records separate. A login can exist before either kind of access is granted.
Four words worth knowing
A login is only the beginning.
Identity
The person behind the login. The same person can use several products.
Workspace
Your operator organization, or a customer company inside a product. They are different levels.
Seat
A person’s accepted place in a customer company, as its owner or a member.
Token
The signed proof your app checks to know who is acting and in which context.