PersatePersate documentation

Account creation

Activating an account from an invitation, joining an organization with an existing account and signing up from the sign-in page.

Most Persate accounts start with an invitation from an organization administrator. An account can also be created with Sign up on the sign-in page, but the platform opens only for accounts that belong to an organization.

Accepting an invitation

  1. Open the link in the invitation email. A page titled Set your Persate password opens; its language can be switched between English and Polski.
  2. Select Continue to Persate. The link is used only at this step, so an email security scanner that opens links in advance does not use it up.
  3. On Set your password, enter a New password and type it again in Repeat password. The password needs at least 8 characters with a lowercase letter, an uppercase letter, a number and a special character such as ! ? # or @. Passwords that appear in known data breaches are refused. The list under Your password must include: shows every rule before typing and ticks each one that is met; the eye button shows the typed password.
  4. Select Activate account. While the link is still being verified, the button reads Waiting for session….
  5. After Account activated! Redirecting…, continue with the first sign-in and the two-factor authentication setup.

Joining an organization with an existing account

When an administrator invites an address that already has a Persate account outside any organization, the email links to Join your organization. Select Accept & join. After You've joined the organization! Please sign in to continue., sign in with the existing password.

Account set up by an administrator

An administrator can also create the account with a password instead of sending an invitation. In that case no email arrives: sign in with the email address and password received from the administrator, then set up two-factor authentication.

Signing up

The persate.com homepage offers Log in and Book a demo. To sign up, select Log in, then Sign up under the sign-in form, and complete Create your Account:

  • Email address — the address of the account.
  • Password — at least 8 characters with a lowercase letter, an uppercase letter, a number and a special character such as ! ? # or @. Passwords that appear in known data breaches are refused. Your password must include: lists the rules under the fields and ticks each one that is met.
  • Confirm Password — the same password again.
  • I agree to the Privacy Policy and I agree to the Terms of Service — Sign Up becomes available only when both boxes are ticked.

After Sign Up, Persate shows Request received: if the address needs verification, a link arrives by email; if the address already has an account, sign in or reset the password instead. The message is the same in both cases, so it does not reveal whether an address is registered. The verification link opens Confirm your Persate email; select Continue to Persate to confirm the address.

A signed-up account opens the platform only after an organization administrator adds it to the organization. Until then, every sign-in, whether with a password, the verification link or a Google or Microsoft account, ends on Access Denied, with Contact Support and Back to login.

The sign-in and sign-up pages have an EN / PL language switch at the top, and links to the Privacy Policy, the Terms of Service and Cookie settings under the form. The Google and Microsoft options on the sign-in page are described in First sign-in.

Error states

  • Passwords do not match. — the password and its confirmation differ.
  • Sign-up Failed with a message such as Password must contain at least one uppercase letter. — the password does not meet the named rule.
  • This password appears in a known data breach. Choose a different password. — the password meets the rules but is known from a data breach; choose another one.
  • Sign-up Failed with An unexpected error occurred. Please try again. — the request could not be processed; try again.
  • The passwords do not match. or Please repeat the password. on Set your password — the second field differs from the first or is empty.
  • This sign-in link expired or We couldn't sign you in — the email link has already been used or is no longer valid; ask for a new invitation and use only the newest email.

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