Producer Setup
Once an invite has been sent, the producer receives an email invitation. This guide walks through the complete producer onboarding process from invitation to platform setup.
Invitation Process
Receiving the Invitation
- Producer receives an email invitation from an Admin or existing Producer
- Email contains a unique setup link
- Link directs to the password setting page
- After password setup, user is redirected to login page
Profile Setup Process
Producer onboarding is divided into three main steps that must be completed sequentially:
Step 1: User Details
Provide personal information for the producer account:
- Full Name - Complete name of the user
- Email Address - Business email (pre-filled from invitation)
- Phone Number - Contact number for verification
- Job Title - Role within the organization
- Profile Photo - Optional profile image upload
Step 2: Company Details
Complete comprehensive company information:
- Company Name - Official organization name
- Business Registration Number - Legal business identifier
- Industry Type - Select relevant industry category
- Company Size - Number of employees
- Website URL - Official company website
- Company Description - Brief overview of business operations
Address Information:
- Find Address - Use the address search bar for auto-detection
- Street Address - Detailed street address
- City - Business location city
- State/Province - Regional location
- Postal Code - ZIP/postal code
- Country - Select country from dropdown
Note: Typing in the "Find address" bar auto-detects the address and auto-fills the following address fields automatically.
Step 3: Operational Details
Configure platform-specific operational parameters:
- Production Capacity - Monthly/annual production volume
- Product Categories - Types of products manufactured
- Material Types - Primary materials used in production
- Distribution Channels - How products reach consumers
- Sustainability Goals - Environmental objectives
- QR Code Requirements - Specific tracking needs
- Mission Preferences - Types of recycling missions to create
Verification Process
Awaiting Approval
- After completing all three setup steps, the producer is prompted to wait for verification
- The invitation sender (Admin or Producer) must approve the account
- Producer receives email notification when account is approved or requires additional information
- Until approval, producer cannot access full platform features
Account Activation
Once approved, the producer gains access to:
- Dashboard - Mission and analytics overview
- Mission Creation - Create recycling campaigns
- Team Management - Invite and manage users
- QR Code Generation - Create tracking codes
- Rewards Management - Configure point and voucher systems
- Handover Approval - Manage recycler requests
Required Documentation
Producers may need to provide:
- Business License - Valid business registration
- Tax Documentation - Business tax identification
- Insurance Certificates - Liability insurance proof
- Sustainability Certifications - Environmental compliance documents
- Product Specifications - Detailed product information
Platform Capabilities
Once onboarded, producers can:
Mission Management
- Create comprehensive recycling missions
- Set reward structures for consumers and storers
- Monitor mission performance and analytics
- Manage mission timelines and locations
Team Operations
- Invite new users to the platform
- Manage user roles and permissions
- Oversee team activities and performance
- Handle user approval processes
QR Code System
- Generate QR codes for products
- Configure tracking parameters
- Monitor scan rates and usage
- Manage item vs. pouch QR strategies
Analytics and Reporting
- Access detailed mission statistics
- Monitor recycling success rates
- Track user engagement metrics
- Generate performance reports
Best Practices for Setup
- Complete Information - Provide accurate and comprehensive details in all setup steps
- Documentation Ready - Have business documents prepared for verification
- Contact Information - Ensure contact details are current for approval communications
- Address Accuracy - Use the auto-fill feature for accurate address information
- Operational Planning - Think through production capacity and sustainability goals carefully
Support During Onboarding
If you encounter issues during setup:
- Technical Support - Contact platform support for technical difficulties
- Documentation Questions - Reach out to your inviter for clarification
- Verification Delays - Follow up with the approving Admin or Producer
- Account Access - Verify email delivery and check spam folders
The producer setup process ensures proper verification and configuration before granting full platform access, maintaining security and operational integrity.