🛠️ Step 1: Create an Account

Welcome to the very first step of your FlexPay onboarding journey. This step is crucial because your account serves as the primary key to unlocking all the powerful payroll and team management features FlexPay offers. Creating your account securely and correctly sets the tone for your entire experience.

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🔑 Why Your Account Matters

Your FlexPay account is more than just a login — it’s the administrator gateway to your company’s payroll and sensitive financial data. Because of this, it’s critical to create a strong, secure password and use an email address you check regularly. This email will be used for account verification, security alerts, and important payroll notifications.

💡 Pro Tip: Use a password manager to generate and store your FlexPay password securely. This helps prevent unauthorized access and simplifies future logins.

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🖥️ Account Creation Screen Walkthrough

When you arrive at the Create Account page, you’ll see a clean and intuitive interface designed to make signing up quick and hassle-free. Below is a preview of the page layout you will interact with in the upcoming Figma UI:

Figure 1. The Sleek and Friendly User Creation Account Creation Screen

Key Features on this Screen

• Email Input Field Enter your primary email address here. This is where FlexPay will send your verification code and important notifications.

• Password Field Create a password with the following requirements:

  • Minimum of 12 characters

  • Must include uppercase, lowercase, numbers, and symbols

  • Avoid common words or easily guessable sequences

• Confirm Password Field To prevent typos, you’ll enter your password a second time.

• Show/Hide Password Toggle Toggle visibility of your password to check for mistakes.

• Terms of Service & Privacy Policy Links You must agree to these before proceeding. Links open in new tabs so you can review without losing your progress.

• Create Account Button Becomes active once all fields are correctly filled and you have agreed to the terms.

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🔒 Security Measures

FlexPay uses industry-standard encryption protocols and multi-factor authentication (MFA) to keep your account safe. Once you click Create Account, a verification email will be sent. You must enter the unique code from that email to confirm your identity. This additional step helps prevent unauthorized access and keeps your company data secure.

If you don’t receive the email within a few minutes, check your spam folder or request a new code using the Resend Verification Email button.

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🚫 Common Issues & Troubleshooting

Problem	Solution
Forgot to check the Terms box	You won’t be able to proceed until you check the box agreeing to Terms of Service & Privacy Policy.
Verification email not received	Check spam folder; use the Resend Verification Email button after waiting 5 minutes.
Weak password	Follow the password guidelines above to create a strong password.

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📄 Annotation: Account Creation Flow

Figure 2. Visual Flowchart illustrating the Account Creation Process

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💡 Hints for a Smooth Start

• Double-check your email address for typos to avoid delays in verification.

• Use the show password toggle to make sure your password meets all requirements.

• Keep your verification email handy — you’ll need the code to continue.

• If you get stuck, use the Help icon at the bottom right for live chat support or FAQs.

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🔗 Related Links & Resources

• FlexPay Privacy Policy

• Password Security Tips

• Getting Started with FlexPay: FAQ

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🔍 Summary of Step 1

Creating your FlexPay account is the vital first step toward a successful payroll experience. By carefully entering your email, crafting a strong password, and verifying your identity via email, you establish a secure foundation. This step protects your company’s sensitive payroll data and enables you to access the full suite of FlexPay tools.

Remember, a secure account is your first line of defense against unauthorized access. Taking the time to complete this step thoroughly will save headaches down the road and ensure your onboarding progresses smoothly.

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▶️ Next Up:

Proceed to Step 2: Add Company Info & Team, where you’ll build your company’s profile and begin adding your team members — the backbone of your payroll system.

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Icons such as 🔑, 🖥️, 🔒, and 🚫 will be consistent throughout the FlexPay docs to help guide your focus.