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How to Create an Account

Creating an account is quick and easy

Oz Osbaldeston avatar
Written by Oz Osbaldeston
Updated yesterday

Creating an account is quick and easy, and you’ll be guided step-by-step to ensure everything is set up efficiently for you and your organisation. Follow the instructions below to get started.

Step 1: Choose a Signup Method

1. Head to https://app.sendsomething.ai/setup Navigate to the platform’s homepage and click on Sign Up or Create Account.

2. Select a Signup Option:

Google/Apple/Microsoft Account: Click the desired Sign in button. You’ll be prompted to log in with your credentials and grant necessary permissions.

Email Address: Enter your email address in the signup form.

• The system will send a confirmation email to the address you provided.

• Open the email and click the confirmation link to verify your email address.

• Once verified, you’ll be given a link to follow to sign in.


Step 2: Complete the Setup

After creating an account, follow these steps to set up your profile and organisation:

1. Create or Join an Organisation:

• If your organisation doesn’t already exist on the platform, select Create an Organisation and enter your organisation’s details.

• If your organisation already exists, you’ll need an admin user from your organisation to add you. Once invited, you’ll receive an email with a link to join.

2. Add details

• Add your personal details and job title

• Opt in or out of any platform communication

3. Organisation & Industry details

• Add in the name of your Organisation

• Create the name of your first Team

• Select the industry your organisation operates in (e.g. publishing, music, TV etc). If yours isn't present, select the closest option or select "Other industry". We'll populate your account with the most appropriate account info based on your answer! Please note that these can always be customised after your account is created! We'll create:

  • Projects: Predefined categories relevant to your industry.

  • Tags: Suggested tags to help you organise submissions effectively.

  • Stages: Several stages will be pre-created.

  • Message Templates: Pre-written email templates tailored to your industry for communicating with submitters and team members.

• Toggle whether you'd like to add dummy submissions. We'd recommend doing this to help get you started!

4. Invite other users

• Add in the email addresses of any users you'd like to add to the system.

FAQs

1. Do I need admin approval to create an organisation?

No approval is required to create a new organisation. However, if you’re joining an existing organisation, you’ll need an admin user to invite you.

2. What if I don’t see the confirmation email?

Check your spam or junk folder. If you still don’t receive it, you can request a new confirmation email from the signup page.

3. Can I change my organisation’s details later?

Yes, organisation settings, including name, industry and submission types, can be edited later by admin users.

4. Is there a fee to create an account?

Signing up is free! You can get setup and starting taking your first few submissions at no cost. See here for more info on

5. Do I create a password?

No, you can sign in using your Google or Microsoft accounts or use the Magic link sent to your inbox.

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