Administrator / Set up your company
Create your administrator account
Start here if you own or manage the process-serving company. Create the administrator account and company workspace before adding people to your company.
Choose Administrator / Company
Open Create account and choose Create administrator account. Process servers and clients who only need their own access can choose their own free account type instead.
Look for: Create administrator account
Create your personal sign-in
Enter your name, email, password and confirmation. Review the registration agreements and required confirmations, then create your account. Read the account-ready notice and continue.
Look for: Create account
Create the company workspace
On My companies, choose Create an administrator workspace. Enter the company name, company sign-in address and job-number settings, confirm your choice, and choose Create company. Then choose Open company under Administrator.
Look for: Create an administrator workspace
If your registration screen offers Create company account directly, that form creates the company and its first administrator together. Administrator workspace trial/subscription terms are separate from free client and server sign-ins.