> ## Documentation Index
> Fetch the complete documentation index at: https://docs.echeloncrm.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Set Up Your Echelon Account, Sign In, and Configure

> Create your Echelon account with email or Google, sign in to your dashboard, reset your password if needed, and configure your workspace after first login.

This page covers everything you need to create and access your Echelon account, from first-time signup to workspace configuration. All account management — including signup and sign-in — happens at [dashboard.echeloncrm.app/auth](https://dashboard.echeloncrm.app/auth).

## Create an account

<Steps>
  <Step title="Go to the signup page">
    Visit [dashboard.echeloncrm.app/auth](https://dashboard.echeloncrm.app/auth). The page presents both signup and sign-in options.
  </Step>

  <Step title="Choose your signup method">
    You have two options:

    * **Email and password**: Enter your email address, choose a password, and click **Sign Up**.
    * **Google**: Click **Continue with Google** and authorize Echelon to access your Google account.

    <Tip>
      Google sign-in is the fastest way to create and access your account — it skips password setup entirely and gets you to your dashboard in one click.
    </Tip>
  </Step>

  <Step title="Confirm your email (email signup only)">
    If you signed up with an email address, check your inbox for a confirmation message from Echelon and click the link inside. This step is not required for Google sign-in.
  </Step>
</Steps>

## Sign in to your account

Go to [dashboard.echeloncrm.app/auth](https://dashboard.echeloncrm.app/auth) and use the method you signed up with:

* **Email and password**: Enter your registered email and password, then click **Sign In**.
* **Google**: Click **Continue with Google** and select the Google account linked to your Echelon workspace.

<Warning>
  Make sure you use the same sign-in method you used when you created your account. Signing in with Google when you registered with email (or vice versa) will not match your existing workspace.
</Warning>

## Forgot your password?

If you signed up with email and can't remember your password, click **Forgot password?** on the login page. Enter your email address and Echelon will send you a reset link.

Password reset is only available for email/password accounts. If you signed in with Google, use your Google account recovery process instead.

## Workspace setup after first login

After logging in for the first time, Echelon creates your workspace automatically. Before you start using AI Employees and the AI Manager, take a few minutes to:

1. **Review your plan** — your plan determines how many AI Employees, custom tools, and contacts you can have. Go to **Settings → Billing** to confirm your current plan.
2. **Connect a channel** — your AI Employees need at least one channel (email, WhatsApp, or SMS) to communicate. Navigate to **Integrations** and connect email first.
3. **Invite team members** — if you're on the Scale plan, you have up to 5 team seats. Go to **Settings → Team** to send invitations.

<Info>
  WhatsApp and SMS channels are only available on Growth and Scale plans. If you're on the Starter plan, email is the channel available to your AI Employees.
</Info>

## Next steps

Once your account is ready and your workspace is configured, follow the quickstart guide to activate your first AI Employee and turn on the AI Manager.

<CardGroup cols={2}>
  <Card title="Quickstart guide" icon="rocket" href="/quickstart">
    Connect a channel, create an AI Employee, and activate the AI Manager.
  </Card>

  <Card title="Plans and billing" icon="credit-card" href="/billing/plans">
    Review what's included in each plan and upgrade when you're ready.
  </Card>
</CardGroup>