# Onboarding: set up your company

> Create a company, add an office, and invite your team.

Language: en-US. Product guide: https://agencymesh.com/help/self-serve-onboarding/.

Last reviewed October 6, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Use [Sign up](https://app.agencymesh.app/signup) for a new company. To join an existing team, ask its administrator to add you.

<span id="signup-create-company"></span>

<span id="signup-setup-choices"></span>

## Create your account

1. Enter **Company name**, **Full name**, **Email address**, and **Password**. Your email will be your sign-in **Username**.
2. Choose your **Timezone**. To add a location now, select **Add an office** and enter **Office name**. **Address** and **Phone** are optional.
3. Complete the security check if shown, then click **Create account**. On **Your account is ready**, click **Open AgencyMesh**.

You get an **Agent** account with the **Administrator** role. If you add an office, you become a member; its name cannot be changed later in Administration. The **Phone** field saves a contact number. Calling and other service connections need separate setup.

<span id="signup-continue-setup"></span>

## Add your office and team

1. On the [welcome page](https://app.agencymesh.app/onboarding), choose **Add an office** if you skipped it. Under **Details**, enter **Short name** and **Display name**. Click **Next** through **Connections** (optional) to **Members**. Select yourself in **Users to add**, then **Create Office**.
2. Choose **Manage users** > **New User** to add coworkers. Set their account type, roles, and offices. [User setup](/help/administration-users-and-sessions/) also covers Agent phones and goal shares.

Use **Manage offices** for [office settings](/help/administration-groups-and-zones/), [Health](https://app.agencymesh.app/administration?tab=health) for missing connections, and [Billing](/help/billing-and-invoices/) for costs and invoices.

<span id="signup-troubleshooting"></span>

## If signup stops

- **Email already used:** sign in with that account. Signup cannot add someone to an existing company.
- **Button disabled or form rejected:** fix the named field, re-enter your password, and finish the security check again. Reload if the check failed to load; try another browser if it is unsupported.
- **Account created:** sign in with your signup email and continue at [Onboarding](https://app.agencymesh.app/onboarding). Do not create it again.
- **Account creation unavailable:** try later or contact support with the message. Already signed in? Signup opens your existing welcome page; sign out first to create a separate company.

## Related guides

- [Getting started](https://agencymesh.com/help/getting-started.md)
- [Sign in and sign out](https://agencymesh.com/help/accounts-and-sign-in.md)
- [Manage users and sessions](https://agencymesh.com/help/administration-users-and-sessions.md)
- [Set up offices and zones](https://agencymesh.com/help/administration-groups-and-zones.md)
- [Change settings and check office health](https://agencymesh.com/help/administration-options-and-health.md)
- [Find invoices or change payment details](https://agencymesh.com/help/billing-and-invoices.md)