01Platform and tools · module
One-click trial environment
A link in the welcome email signs a new trial user in with a single click
- User
- Instance (tenant)
- One-click sign-in settings
- 10
- capabilities
- 3
- record types
- 2
- automations
- 0
- integrations and AI tools
02What the module does
Less routine. More value.
The trial module lets new users of a Draivix trial or demo instance sign in with a single click on a link in their welcome email. Prospects get straight into a live system without inventing or typing a password. The module stores no data of its own—it only handles the sign-in link.
- Into the system in one clickA new user clicks the link in the welcome email and is signed right in. Prospects exploring the system get inside without inventing or typing a password.
- The link verifies the recipientWhen clicked, the system verifies both the token and the user’s email address before signing them in. Because the link itself grants access, treat it like a password and never share it.
- Straight into the appAfter signing in, the system redirects the user straight into the application. Prospects immediately see a working system with no extra steps in the way.
- Links generated automaticallyWhen a trial instance is provisioned, the system prepares the sign-in link automatically. Whoever sets up the instance never has to hand over login credentials manually.
- Equally easy for demos and trialsOne-click sign-in works for both trial and demo instances. Anyone who has an instance prepared for them can enter without a registration form or password.
- Controlled by a single toggleYou can enable or disable one-click sign-in with a single switch in settings. The module has no other options, so you can configure it in seconds.
- Production stays locked downOne-click sign-in is disabled by default. A standard production instance cannot be accessed this way unless an administrator explicitly turns it on.
- For signed-out visitors onlyThe link works only for unauthenticated visitors. Anyone already working in the system will not be switched into another account by clicking the link.
- Rate limiting stops link guessingThe endpoint is limited to 10 requests per minute. Brute-forcing links in bulk is blocked, keeping your instance better protected.
- Disabling it deletes nothingThe module stores no data of its own and only handles the sign-in link. If you turn it off, no records are lost and you can re-enable it at any time.
03How it works
How it works step by step.
How one-click sign-in works
When a new trial or demo instance is created, the system generates a link containing a token and the user’s email address and sends it in a welcome email. When clicked, the system verifies both the token and the email, signs the user in and redirects them straight into the application.
Read in detail
After the first sign-in, the Onboarding module takes over, offering the new user a welcome tour and contextual guides for the pages they open.
Who the trial module is for
The module is used by Draivix trial and demo instances. A prospect whose instance has been prepared receives a welcome email with a link and enters the system without a registration form or password. Because the link includes their email address, it signs them straight into the account created for them.
Enabling in settings
Sign-in links only work when one-click sign-in is enabled in settings. It is turned off by default, so a standard production instance cannot be accessed this way.
Link security
The link works only for unauthenticated visitors and is rate-limited to 10 requests per minute. Because the link itself signs you in, treat it like a password and do not forward it.
Read in detail
The module has no data or configuration of its own beyond a single toggle. Turning it off never deletes any records.
04What runs automatically
Automations that save time.
Link created with the trial instance
When a trial instance is provisioned, the system generates the sign-in link and sends it in the welcome email. The prospect has immediate access ready to go.
Straight to work after verification
Once the system verifies the link, it signs the user in and redirects them to the application. They can start exploring right away, and the Onboarding module offers a welcome tour.
05Frequently asked questions
Do I have to create a password for the trial version?
No. The link in your welcome email signs you in with a single click and takes you straight into the application.
Is link sign-in secure?
The system verifies both the token and the email address and limits attempts to 10 per minute. However, because the link itself signs you in, never forward it to anyone.
Does one-click sign-in also work in a live production instance?
Only if an administrator enables it in settings. By default, it is turned off.
What will I see after signing in for the first time?
A working system and a welcome tour from the Onboarding module that walks you through basic navigation.
Where do I find the sign-in link?
In the welcome email sent after your trial or demo instance is created.
Does the trial module store any data?
No. The module only handles the sign-in link and keeps no records of its own; all data is created in the other modules.
- Onboarding and in-app guidesAutomatic walkthroughs for every screen, learning paths, points and badges
- AI assistant in DraivixAn in-app assistant that finds data, drafts changes and saves them once you confirm
- Companies, contacts and activitiesA single directory of companies and contacts, tasks, meetings, calls and AI meeting notes
- Documents and print templatesDocument library, PDF printing from customizable templates and signable forms
- Automation and workflowsNo-code “when X happens, do Y” rules and scheduled recurring records
- Dashboards and overviewsWidget-based home screen: counters, charts, lists, kanban boards, calendars and reports
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