Sign up and onboard

Self-serve sign-up

Anyone with a work email can sign up at /get-started. Personal and disposable email domains are blocked before an account is created.

After verifying your email, the /signup flow:

1. Previews your company name and logo from the verified domain when available.
2. Collects company name and domain.
3. Provisions you as an Admin of a new organization.
4. Assigns the Free plan with 1,000 credits for finding, enriching, and researching accounts and contacts and running propensity scoring.
5. Routes you into onboarding.

If sign-up finds an existing org for the domain, you'll be prompted to sign in or to ask an admin for an invite.

Onboarding by product

Onboarding is built from the products your organization owns and the access your role gives you. There are no plan tiers. The setup guide has one section per owned product:

A step shared by several products, such as connecting your CRM, appears once, in the first section that needs it. Optional setup like domains and mailboxes can be skipped with Skip for now. Skipped steps count as done for onboarding, and you can set them up later. Each user only sees the steps they have permission to complete. Teammates without admin roles only get their personal onboarding (profile basics, email & calendar) and always land on the Home dashboard, while Executive Admins see everything. Products your organization doesn't own yet are listed as optional Unlock suggestions that link to Settings → Billing.

While an admin has required steps left, Home shows the setup guide full-page instead of the dashboard. Choose Skip to dashboard to go to your Home dashboard from then on. Until setup is finished, a rocket button with a count of remaining steps sits in the Home header and reopens the guide. Your profile menu at the bottom left also shows the count, plus a Finish onboarding item that opens the setup checklist. The checklist and Home guide always track the same progress.

The setup checklist lives in the sidebar bottom area and in contextual setup cards. Campaign admins also see optional GTM Sending deliverability guidance that recommends isolated subdomains or separate sending domains, not the main website and primary-mailbox domain; opening it removes it from their checklist. Enabling the built-in GTM Engine Call Recorder counts as the connected call recorder and opens a Genie support path for teams that need help backfilling old recordings from another recorder. The organization step lets admins set timezone and fiscal year directly in the checklist, with a link to Settings → Organization for the full settings page. CRM and transcript sync progress appears in the sidebar above the onboarding card while a sync is running, and a toast fires when sync completes. On setup-heavy pages like Products, Campaigns, Sending, Fields, Team Structure, Profile, and Propensity Scoring, Genie can surface contextual prompts or inline actions so users know when to ask for help drafting targets, refining signals, mapping CRM fields, setting team hierarchy, personalizing profile context, and configuring campaign delivery.

Profile setup

Both admins and non-admins see a dismissible profile setup nudge until their profile context is complete. A complete profile improves Genie, day planning, writing instructions, and personalized recommendations — so it's worth doing early.

Plan gating

Free plan users can access Home, Profile, basic Records, Products, Campaign Engine, Automation, and admin settings, including Campaign Engine Domains and Mailboxes. Content Engine, Sales Engine, and Success Engine remain visible but locked on the Free plan, with short explanations and a Genie-assisted Talk to sales path.

Roles

Once your org is provisioned, the signup owner is assigned Executive Admin access. Admins with role-management access can assign one or more existing default roles to each teammate from Settings → Team → Members. Custom role creation, editing, and removal are currently disabled. Available scopes and default roles are limited by the org’s current plan and add-on SKUs. Access is additive, then plan-limited: a user's effective permissions are the union of assigned role scopes and direct grants, intersected with the org’s enabled product entitlements. Executive Admin keeps the full product-admin role definition, so upgraded product areas become available automatically when the org adds the matching SKU.

For Campaign Engine, the default role catalog includes Campaign User and Campaign Admin. Campaign Users can create, save, edit, publish, archive, and delete campaigns, including the campaign-specific workflows that power those campaigns. Campaign Admins can also manage sending domains, mailboxes, warmup, health checks, and propensity scoring signals.

Default role visibility

The matrix below describes the default role catalog assuming the organization has the relevant product entitlements enabled. Product access is always plan-limited: if an organization has not purchased or enabled a product such as Content Engine, Campaign Engine, Sales Engine, Success Engine, or Automation, even an Executive Admin will not receive that product's effective scopes.

Team Performance is limited to Sales Leader/Admin and CS Leader/Admin roles. Records and Analytics are base platform areas and are visible to every default role. Hygiene has a shared Activity Hygiene area for record-activity roles, while cleanup, rules, and broader hygiene management require hygiene management scopes. Campaign roles do not receive CRM Hygiene by default.

When you're done with onboarding, head to Connect your CRM.