Who this is for: Customer Care and anyone who invites customers to myFreedom or helps them log in. What it covers: how a customer gets an invite, creates a login, and finishes the setup steps, plus the messages they can hit along the way.

At a glance

1. Send the invite from the customer's contact card in Sunrise (Send/Resend myFreedom Invite).
2. The customer opens the link in the email and signs up with the same email address the invite went to, using email and password, Google, or Facebook.
3. They add and verify a phone number.
4. Primary contacts then walk through a few setup screens (secondary contact, property, Wi-Fi, HOA). Secondary contacts skip these.
5. Once setup is finished they land on their project tracker, and Sunrise marks them as registered.

Step by step

1. Send the invite

In Sunrise, open the project, go to the customer's contact card, and find the myFreedom section. Click Send/Resend myFreedom Invite.

• The section only appears for the project's primary or secondary contact, and only on residential projects.
• If the customer already has a portal login, the button does nothing. Point them to the sign-in page instead.
• Invites also go out automatically in two cases: some projects imported from HubSpot invite the primary contact, and when a customer adds a secondary contact in the portal, that person gets their own invite.

2. The customer creates a login

The invite link opens Get started. The customer picks Sign up with email, Sign up with Google or Sign up with Facebook.

Get started, the first screen from the invite link.

With email, they enter an email address and a password that has at least 8 characters, a number, an uppercase letter and a special character.

The Sign up form. Continue unlocks once the password meets all four rules.

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The email must match the invite exactly. The invite is matched by email address only, not by the link. A customer who signs up with a different address (or a Google account on a different address) gets "No invitation found for this email". Resend the invite to the address they want to use, or have them sign up with the invited one.

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3. Add and verify a phone number