Onboarding: set up your company

Use Sign up for a new company. To join an existing team, ask its administrator to add you.

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.

Add your office and team

1. On the welcome page, 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 also covers Agent phones and goal shares.

Use Manage offices for office settings, Health for missing connections, and Billing for costs and invoices.

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. 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
• Sign in and sign out
• Manage users and sessions
• Set up offices and zones
• Change settings and check office health
• Find invoices or change payment details