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Workspace Creation Guide

DHUBiC Workspace Creation Guide

Complete step-by-step platform onboarding documentation — from registration to your first login.

Registration· Steps 1–5Workspace Setup· Steps 6–14First Login· Steps 15–19Dashboard· Steps 20–21
1
Registration

Choose Registration Method

Choose Registration Method screenshot

Navigate to the DHUBiC registration page (staging.dhubic.com/accounts/register). Choose your preferred sign-up method from the following options:

  • Sign up with email
  • Sign up with Google
  • Sign up with Microsoft
2
Registration

Enter Email and Security Verification

Enter Email and Security Verification screenshot
  • Enter your Work Email address in the provided field.
  • Solve the basic math equation in the Security Question field to pass the CAPTCHA verification.
  • Check the box to agree to the Terms of Service and Privacy Policy.
  • Click the Get Started button.
3
Registration

Verification Code Prompt

Verification Code Prompt screenshot

The screen will refresh to the 'Verify Your Email' page. The system prompts you to enter a 6-character verification token sent to your registered email address.

4
Registration

Retrieve Verification Token

Retrieve Verification Token screenshot

Access your email inbox and open the message from security@notify.dhubic.com with the subject 'Your Verification Code - DHUBiC'. Locate and copy the highlighted 6-character verification token (e.g., 160578).

Note: This token is time-sensitive and expires within 5 minutes for security reasons.

5
Registration

Submit Verification Token

Submit Verification Token screenshot

Return to the DHUBiC verification page, paste or type the 6-character code into the Verification Token field, and click Verify Email.

6
Workspace SetupStep 1 of 8

Account Initialization

Account Initialization screenshot

On the 'Let's get started' screen, configure your initial workspace settings:

  • Enter your Organization Name.
  • Enter your desired Workspace Name (the live URL preview will update dynamically below it).
  • Select the Number of employees using the radio buttons.
  • Click Next.
7
Workspace SetupStep 2 of 8

Cloud Provider & Region Selection — Initial State

Cloud Provider & Region Selection — Initial State screenshot

Select your preferred Cloud Provider card (AWS, Azure, or Google Cloud).

Note: The Next button will remain faded/disabled until a valid data region is selected from the dropdown menu.

8
Workspace SetupStep 2 of 8

Cloud Provider & Region Selection — Setup Complete

Cloud Provider & Region Selection — Setup Complete screenshot

Choose your primary region from the AWS Region 1 dropdown menu (e.g., Europe (London) [eu-west-2]). A green confirmation banner will appear confirming your selection. Click Next to proceed.

9
Workspace SetupStep 3 of 8

Contact Information

Contact Information screenshot

Provide the primary account administrator details:

  • Enter your First name.
  • Enter your Surname.
  • The Current email address field will be automatically populated and locked.
  • Click Next.
10
Workspace SetupStep 4 of 8

Branded Address Configuration

Branded Address Configuration screenshot

Enter your organization's custom domain name if you wish to connect your own branded domain instead of using the free DHUBiC subdomain. Click Next to apply it, or click Skip to bypass this step.

11
Workspace SetupStep 5 of 8

Workspace Domain Confirmation

Workspace Domain Confirmation screenshot

Confirm the base URL domain name for your new workspace. The 'Your Workspace URL' field will display your chosen name. Click Next to proceed.

12
Workspace SetupStep 6 of 8

Authentication Method Selection

Authentication Method Selection screenshot

Select how users will log in to this workspace:

  • SSO (Single Sign-On): For Google, Microsoft, or alternative enterprise identity providers.
  • Username & Password: For traditional user credentials.

Select Username & Password (indicated by the red selection dot) and click Next.

13
Workspace SetupStep 7 of 8

Sign-In Credentials Setup

Sign-In Credentials Setup screenshot

Set up the primary administrator account credentials:

  • The Email field remains locked to your registration address.
  • Enter a password in the Password field. Ensure it meets the complexity requirements to show a green 'Strong' indicator.
  • Check the box to accept the DHUBiC Workspace Agreement, Purchase Agreement, and Supplemental Terms.
  • Click Next.
14
Workspace SetupStep 8 of 8

Branding & Workspace Customization

Branding & Workspace Customization screenshot 1
Branding & Workspace Customization screenshot 2

Personalize the look and feel of your enterprise environment:

  • Select a Theme: Choose a predefined style sheet from the Professional Themes list (e.g., Corporate Blue). A real-time mock-up updates instantly in the Live Preview pane on the right.
  • Upload Logo (Optional): Scroll down to the Organization / Workspace Logo section, click Choose File, and upload an image file to brand the interface.
  • Click Complete Setup to finalize your workspace deployment.
15
First Login

Workspace Creation Success

Workspace Creation Success screenshot

A success screen confirms that 'Your Organization Workspace is Ready'. Take note of your unique workspace access URL (e.g., documentation1.staging.dhubic.com). Click Continue to Workspace to transition to the login page.

16
First Login

Workspace Portal Landing Page

Workspace Portal Landing Page screenshot

You are redirected to your custom workspace access page. Click the blue Login button in the center card to initialize the authentication workflow.

17
First Login

Initialize User Login

Initialize User Login screenshot

An authentication window pops up. Type your registered email address into the Login Name field and click Next.

18
First Login

Enter User Password

Enter User Password screenshot

Type your account password into the Password field and click Next.

19
First Login

Mandatory Multi-Factor Authentication Setup

Mandatory Multi-Factor Authentication Setup screenshot

To secure the new workspace administrator account, choose an additional identity verification system:

  • Authenticator App: Generates timed tokens (Google Authenticator, Microsoft Authenticator, Authy, etc.).
  • Device Dependent: Leverages local biometric or hardware options (FaceID, Windows Hello, fingerprint scanner).

Alternatively, click Skip to defer configuration for a later session.

20
Dashboard

Initial Workspace Tour

Initial Workspace Tour screenshot

Upon logging in for the first time, you are redirected to the main dashboard. A 'Welcome to DHUBiC Workspace!' onboarding modal will automatically appear to guide you through a 4-step interactive tour of the platform's features. Click Next to step through the overview, or click the X button to skip the tour and go straight to the interface.

21
Dashboard

Explore Dashboard & Account Verification

Explore Dashboard & Account Verification screenshot

The dashboard loads completely with your selected theme styling applied. From this central portal, you can view all available financial applications (such as BankBridge, Conversion Engine, Insight Navigator, and IntegrationHub) and manage subscriptions.

To check account status or sign out, click the profile avatar circle in the top right corner to open the user options drawer, where you can click Manage your Account for deeper administrative control.

🎉

Congratulations!

You have successfully created your new workspace on the DHUBiC platform. You can now add users from settings and subscribe to different apps and services.