> For the complete documentation index, see [llms.txt](https://help.transform.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.transform.ai/getting-started/account-setup.md).

# Account Setup

### Overview

Use this page as the default path for setting up a new login and profile. This setup supports clean onboarding and collaboration.

{% columns %}
{% column %}
**What is covered**

* Create or activate an account login
* Configure profile details
* Set appearance and language preferences
* Review access scope before inviting Teammates
  {% endcolumn %}

{% column %}
**At a glance**

* **Time:** \~15–45 minutes
* **Access:** Any Teammate (some actions require admin rights)
  {% endcolumn %}
  {% endcolumns %}

<figure><img src="/files/1hdSpAeNmuLHLdCb1h8E" alt=""><figcaption></figcaption></figure>

### Key Concepts

* **Account**: top-level container for Organizations and Projects
* **Teammate**: person record with access at one or more scopes
* **Profile settings**: personal preferences and identity settings

### How It’s Used

Use this setup during initial rollout. Use it again when onboarding new Teammates.

### Benefits

* Faster onboarding and fewer access issues
* More consistent identity and notification behavior
* Cleaner collaboration through correct profile details

### Setup Steps

Complete the steps in order.

{% stepper %}
{% step %}

### Create a Transform login

Complete this step when signing in for the first time.

* [Create a Transform Login](/getting-started/create-a-transform-login.md)
  {% endstep %}

{% step %}

### Run the quick start

Create the first Organization and Project.

* [Quick Start Guide](/getting-started/quick-start-guide.md)
  {% endstep %}

{% step %}

### Configure profile

Add identity details so Teammates can recognize the profile.

* [Profile Configuration](/getting-started/profile-configuration.md)
  {% endstep %}

{% step %}

### Set appearance

Pick a theme for readability and accessibility.

* [Appearance Settings](/getting-started/appearance-settings.md)
  {% endstep %}

{% step %}

### Set language

Set the interface language.

* [Language Preferences](/getting-started/language-preferences.md)
  {% endstep %}

{% step %}

### Understand access levels (before inviting people)

Access levels control what Teammates can see and edit.

* [Understanding Access Levels](/organizations-and-projects/understanding-access-levels.md)
  {% endstep %}
  {% endstepper %}

### Best Practices

* Configure profile details before adding many Teammates.
* Review access levels before inviting external stakeholders.
* Keep notification settings lean to reduce noise.

### Summary

Common next steps:

* Add Teammates: [Add Teammates](/organizations-and-projects/add-teammates.md)
* Create an Organization: [Create an Organization](/organizations-and-projects/create-an-organization.md)
* Create a Project: [Create a Project](/getting-started/create-a-project.md)
* Learn the vocabulary: [Key Concepts and Terminology](/getting-started/key-concepts-and-terminology.md)
* Follow hands-on walkthroughs: [First Steps Tutorials](/getting-started/first-steps-tutorials.md)

Support routing:

{% hint style="info" %}

* Sign-in issues: [Login Problems](/troubleshooting/login-problems.md)
* Troubleshooting: [Getting Help](/troubleshooting/getting-help.md)
* Support: [Contact Support](/resources/contact-support.md)
  {% endhint %}


---

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