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Creating an account

Last updated 2026-09-08

Creating an account sets up your organization and your first team in one flow. If you're joining a team someone else already created, use their invite or join link instead — see Joining a team.

Signing up

From the sign-in page, select Create one, then complete two steps:

  1. Create Your Account — your Full Name, Email, and a Password (at least 8 characters, with an uppercase letter, a lowercase letter, and a number). Confirm the password, and — if you were referred by a partner, enter it in the optional Referral code field. Have a discount code instead? You'll enter that at checkout, not here. Select Create account.
  2. Set Up Your Organization — your Company Name. This is your organization's billing and management entity, and your first team's name too — you can rename the team later in Team Settings. Select Create Workspace.

Confirming your email

After you submit, you'll see "Check Your Email." We've sent a confirmation link to your email address — select it and you'll land on a brief "Confirming your email" page that activates your account and signs you in automatically. No need to sign in again after confirming.

Starting your trial

Every new organization goes straight to the plan picker next — you land there whether or not email confirmations were needed. If you clicked "Start free" on a specific tier from the pricing page, checkout for that plan opens automatically (a "change plan" link lets you pick a different tier instead); otherwise you'll see the normal picker. Either way, picking a plan opens a secure Stripe checkout page: every plan starts with a 30-day free trial, and you won't be charged until the trial ends. See Choosing a plan and managing billing for what each tier includes. You can't get into your workspace without completing this step — it only takes a minute, and there's nothing to configure beyond picking a plan and entering payment details.

Common issues

  • "An account with this email already exists. Please log in instead." — you (or someone) already created an account with that email. Select Sign in and sign in instead, or use Resetting your password if you don't remember your password.
  • "Setup didn't finish" — your email confirmed, but we hit a snag creating your workspace. Select Try again on that page — your organization and team name are still saved, so you won't need to re-enter anything. If it keeps happening, contact support.

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