Fix the things that block you at the door — signup errors, the terms/onboarding redirect, password reset, Google sign-in, and a missing role or vanished saved data.
New here? The Getting started guide covers signup, choosing a role, and accepting terms end-to-end.
Signup
"I don't see my role at signup." Registration offers Buyer, Seller, Agent, Mortgage, Insurance Broker only. "Company Admin" and "CoverGuard Admin" are assigned, not self-selected — that's expected. Managing a team doesn't require the Admin persona; you run a team as the org Owner from Account → Settings → Team.
"Which signup page do I use?" Consumers: /register. Pros: /agents/register. Both support email/password and Google.
Signup failed / errored. If you used a @coverguard.io staff email, signup requires email verification before your account is active (this is intentional, so a typo can't mint an admin). Check your inbox for the verification email. For other domains, retry; if it persists, contact support with the exact error.
"The signup page says 'invite-only' but I'm CoverGuard staff." You don't need an invitation — the moment you enter your @coverguard.io email the invite-only notice clears and the form shows "no invitation needed". Prefer Sign up with Google? Go ahead with your @coverguard.io Google account — the invite-only notice says so too, and staff signups are always allowed (you'll still verify your email first, as above). If it still blocks you after entering the full staff address, confirm you typed the exact @coverguard.io domain (look-alikes like sub.coverguard.io don't count).
"The signup page says 'invite-only' and I'm not staff." CoverGuard is in a private rollout — accounts are created from an invitation link, not self-serve. Use the link in your invitation email, or select Request access on the /register page; a member of the team reviews each request by hand, usually within one business day, and follows up with a personal signup link. There's no need to already know a CoverGuard contact.
Both routes that button can take you to — the short access-request form and the demo booking form — ask for a property address, and both make it optional. If you typed an address before hitting the wall it is already filled in for you; edit or clear it if it isn't the one you meant. Giving it means your first search is waiting when you sign in, and that a demo is run against your property rather than a sample.
Onboarding / terms
"I keep getting sent back to the onboarding screen." You must accept terms and disclosures once before using the app. This especially affects Google sign-ins — if you authorized with Google but never accepted terms, you're redirected to /onboarding until you do. Accept them there to proceed.
"The welcome walkthrough won't go away / keeps reopening." It's saved to your account once you complete or dismiss it, so it shouldn't repeat. If it keeps reappearing, a demo/QA setting ("Always Show Welcome Workflow") may be on for your account — contact support and we'll turn it off.
"Milestone tips keep popping up." Those are the 3-week activation tips. Dismiss ones you don't want (dismissing one doesn't suppress the others). To stop the whole drip, open a tip and choose the opt-out.
Login
"My password isn't working." Reset it at /forgot-password → you'll get a reset link → set a new one at /reset-password.
"Google sign-in isn't logging me in." After Google auth, CoverGuard runs an auth callback and may route you through onboarding (accept terms) before the app. If it loops, clear the tab's site data and try once more, or use email/password instead.
"I'm signed in but a protected page bounces me to login." Every signed-in page (the dashboard, your account, saved comparisons, and the rest) requires an active session. If your session expired, sign in again — signing out then back in refreshes it. You'll be returned to the page you were headed for.
Account & role
"How do I change my role/persona?" Roles are chosen at signup and the self-serve API won't grant/demote admin roles. To change a customer persona, contact support@coverguard.io.
"My saved properties/clients vanished." They're per-user — confirm you're on the same account (check the avatar/email top-right). A downgrade keeps saved properties accessible; it doesn't delete them.
"Staff email but no admin access." Your @coverguard.io email must be email-verified (email_confirmed_at) before auto-elevation applies. Verify your email, then sign out and back in. See Admin & staff tools.
"I want to delete my account." Account → Settings → Delete Account → type DELETE to confirm. This permanently deletes your profile, saved properties, search history, quote requests, generated Records, uploaded policy documents, and (for agents) linked client records — it cannot be undone. If you own a company with other active teammates, deletion is blocked until you transfer ownership (Account → Team → Transfer ownership) — deleting the owner's account would otherwise take the whole company down with it. The page warns you about this before you type the confirmation.