Skip to main content
All CollectionsGetting Started
Setting up your account
Setting up your account

Sign up for Cassidy and set up your organization for the first time

Jake Rosenthal avatar
Written by Jake Rosenthal
Updated over a week ago

How to create your account and organization

To get started with Cassidy, you'll need to create an account. Here's how:

  1. Sign up with Google or your work email: You can sign up using your Google account, which allows you to manage your password and credentials directly through Google. Alternatively, you can sign up with your work email address. Each time you login, you will receive a code by email.

  2. Fill out basic information: Register your first name, last name, and organization name.

  3. Set up your organization: As part of the onboarding process, you'll be guided to adding context about your business, like what it does, its website, files you want to upload, and more. This will be used to create a general purpose assistant. For more information about assistants, visit the collection.

  4. Invite team members: Enter your coworkers email addresses to automatically invite them to join your newly created organization. You will be able to continue adding more members after this step. For more information on inviting and managing team members, read this article.

That's it! Once you've completed these steps, you'll be ready to start using Cassidy to streamline your workflows and boost your team's productivity.

*Cassidy allows you to be part of multiple organizations, and switch between them seamlessly. See inviting team members article for more information.

Watch this 10-min video to learn everything you need to know to get started:

Did this answer your question?