Signing up and signing in

Signing up and signing in · Help

The first step in using {{brand.name}} is creating your own user account. This account is yours: it is separate from your Instagram or WhatsApp account, and your plan and invoices are attached to it. This guide walks through signing up, signing in, and the settings that make signing in safe.

⚠️ Note: One email address can hold only one user account. If you try to sign up again with the same address, the panel tells you an account already exists and asks you to sign in.

Creating an account with email

Open the Create account screen.
Type your name in Full name. This name appears in team lists and conversation records.
Type the address you use in Email. The verification link and any reset link go there.
Type a password of at least 10 characters in Password, and the same one in Password (again).
Tick I have read and accept the terms of service. This box is required.
Optionally tick I would like to receive news and offers by email and SMS. It is optional and can be withdrawn later.
Press Create account.

The data-protection text under the boxes is not a checkbox; it is there to inform you. Use the links in it to read how your personal data is processed.

Verify your email

After signing up, the Verify your email screen opens and a link is sent to your address. You cannot sign in until you click it; if you try, the panel says "Your email isn't verified yet".

If the message did not arrive:

Check your spam folder.
Use the Resend the link button on the screen.
If you mistyped the address, sign up again with the correct one.

💡 If you are joining a team from an invitation, this step never appears. Because the invitation was already sent to that address, your email counts as verified and you go straight into the panel.

Creating an account with Facebook or Google

At the top of the sign-up and sign-in screens you will find Continue with Facebook and Continue with Google. Which of them appear depends on platform settings; a method that is off is not drawn at all.

Coming in this way, you do not set a password and no email verification is requested. Instead, on your first sign-in a consent screen headed One last step appears. Why it appears and what to do is covered in the consent screen article.

⚠️ Note: An account created through social sign-in has no password. If you later want to sign in with a password too, use the Forgot your password? flow to set one; the My user settings › Security screen says the same thing.

Signing in

Open the Sign in screen.
Fill in Email and Password.
Press Sign in.

If two-step verification is on for your account, a second screen follows; otherwise you go straight into the panel. Where the panel takes you is decided in this order: any agreement waiting for approval first, then the account you chose in My user settings › Preferences, then the account you used last, and if you have no account at all, the setup screen.

Signing in with a passkey

A passkey lets you sign in with your device lock (Face ID, fingerprint, device passcode) instead of a password and a code. The key stays on your device and is shared with nobody.

When it is available, Sign in with a passkey sits at the top of the sign-in screen. To add your first key, sign in with your password, then go to My user settings › Security › Passkeys and choose Add a passkey to this device. Your identity is verified once before a new key is added, and that verification is valid for 5 minutes.

Two-step verification

Two-step verification is not mandatory, but we recommend turning it on: with it, nobody can sign in even if your password leaks. The panel home page reminds you of this too.

How to turn it on

Open My user settings › Security.
In the Two-step verification section, press Turn on.
Type your password in Enter your password to continue.
Scan the square code with your authenticator app (Google Authenticator, Microsoft Authenticator, 1Password and so on). If you cannot scan it, enter the key below it into the app by hand.
Type the 6-digit code from the app and press Verify and turn on.
Save the backup codes shown on screen somewhere safe. They are never shown again.

Which methods you can use when signing in

With two-step verification on, the Two-step verification screen follows the sign-in screen. The default method is the authenticator app; the Try another way link switches to:

Authenticator app — the 6-digit code in the app.
Code by email — a one-time code is sent to your registered address.
Code by SMS — shown only if you have a verified number and SMS sending is available.
Backup code — one of the codes you saved during setup. Each code works once.

On your own device, tick Remember this device for 30 days and no code will be asked during that period. Do not tick it on a shared computer.

Adding a number for SMS

Go to My user settings › Security › SMS verification number, enter your number and press Send code, then type the code you receive and press Verify. Even once the number is verified, SMS only becomes a sign-in method while two-step verification is on. If SMS sending is not available on the platform, the section says so.

If signups are closed

New signups may be temporarily closed. In that case the sign-up screen shows a Signups are closed heading and an explanation instead of the form. If an invitation was sent to you, you can still join through the invitation link; joining from an invitation is covered in its own article.

If you get stuck signing in, read the "I can't sign in" guide or contact our support team.