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Account Setup

Create a login, configure profile details, and set language and appearance preferences.

Overview

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

What is covered

  • Create or activate an account login

  • Configure profile details

  • Set appearance and language preferences

  • Review access scope before inviting Teammates

At a glance

  • Time: ~15–45 minutes

  • Access: Any Teammate (some actions require admin rights)

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.

1

Create a Transform login

Complete this step when signing in for the first time.

2

Run the quick start

Create the first Organization and Project.

3

Configure profile

Add identity details so Teammates can recognize the profile.

4

Set appearance

Pick a theme for readability and accessibility.

5

Set language

Set the interface language.

6

Understand access levels (before inviting people)

Access levels control what Teammates can see and edit.

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:

Support routing:

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