How to Register

There are two ways to get started with SalesKey: by accepting an invitation from your organization, or by starting a new account as an organization owner.

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Option 1: Accepting an Invitation (Most Common)

If your company is already using SalesKey, an administrator will send you an invitation by email.

1. Check your inbox for an email from SalesKey with the subject line containing your invitation.
2. Click the invitation link inside the email. This will open SalesKey in your browser.
3. Fill in your details on the registration form:
   • First name and last name
   • A password of your choosing (must meet minimum security requirements)
4. Click Accept Invitation to complete the process.
5. You will be logged in automatically and taken to your organization's dashboard.

Note: Invitation links expire after a set period. If your link has expired, ask your administrator to resend the invitation from Settings > Users > Invitations.

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Option 2: Starting a New Organization Account

If you are setting up SalesKey for your company for the first time:

1. Go to the SalesKey sign-up page provided to you.
2. Enter your name, email address, and password.
3. Review and accept the Terms of Service and Privacy Policy.
4. Click Create Account.
5. You will be taken through the Company Setup wizard where you will:
   • Enter your company name, contact information, and address
   • Set your preferred currency, timezone, and date format
   • Optionally enable timesheet (time tracking) features
   • Add a payment method to activate your subscription
6. After completing setup, you will land on your dashboard.

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After Registering

Once registered, we recommend completing these steps:

• Set up your profile — Add your avatar and confirm your timezone in Settings > Profile.
• Enable Two-Factor Authentication — Add an extra layer of security in Settings > Two-Factor Authentication.
• Connect your email — Link your Gmail or Outlook account in the Inbox section to start sending and receiving emails within SalesKey.
• Invite your team — Go to Settings > Users to send invitations to your colleagues.

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Troubleshooting

I didn't receive an invitation email.

• Check your spam or junk folder.
• Ask your administrator to resend the invitation from Settings > Users > Invitations.

My invitation link is not working.

• Invitation links expire. Ask your administrator to resend the invitation.

I forgot my password during setup.

• Use the Forgot Password flow to reset your password.