> For the complete documentation index, see [llms.txt](https://knowledge.rollcredits.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.rollcredits.io/getting-started/set-up-your-account.md). # Set up your account and company Enter your legal name the first time you sign in and, if you own a new company, set up its first project, team and company details. The first time you sign in, RollCredits may open a setup page before anything else. There you enter your legal name, unless it was entered when you were invited. If RollCredits has just created a company for you, you're its Owner, and you also set up its first project, team and company details. Until you finish, every page you open brings you back to setup, where you pick up at the step you left off. If you haven't signed in yet, start with [Sign in to RollCredits](/getting-started/sign-in.md). ## Enter your name 1. On **Add Your Info**, type your **First Name**, **Middle Name (Optional)** and **Last Name**. 2. Select **Next**. You see "Saved your info successfully". Use your full legal name, as it appears on your legal documents, because some features may need to verify it. **Next** stays greyed out until **First Name** and **Last Name** are filled in. If you're joining a company that's already set up, RollCredits then opens the app. ## Set up a new company After **Your Info**, the Owner of a new company sees a step bar with **Project**, **Team** and **Company**. You go through them in that order and can't go back to an earlier step. {% hint style="warning" %} Until you finish the **Company** step, everyone who signs in to your company, including the people you invite on the **Team** step, is brought to these setup steps instead of the app. Finish all three steps before your team signs in, or select **Skip for now** on the **Team** step and invite people from **Project > Team** after setup. {% endhint %} ## Add your first project 1. On **Add Project**, enter a **Project Name**. 2. If you want, fill in **Job Identifier** and **Description**. 3. Select **Next**. You see "Project created successfully". The project name is required, can be up to 100 characters and must be unique in your company. If another project already has it, you see "Project with this name already exists for this firm. Please use a different name." The description can be up to 1,000 characters. Names typed in **Production Supervisor** and **Asst. Production Supervisor** on this step aren't saved, so add them on **Project > Details** after setup. ## Invite your team **Add Team** has the same **Invite Team Members** and **Add Ghost Members** buttons and the same team table as the **Manage Team** tab on **Project > Team**, without the tabs. For the steps, see [Manage your team](/project/team.md). When you're done, select **Next**. To invite people later from **Project > Team**, select **Skip for now**. Either way, anyone you've already invited stays invited. {% hint style="info" %} Department Heads need a department, and you can't add departments during setup. Add one on the **Departments** tab of **Project > Team** once setup is finished, then invite your Department Heads there. {% endhint %} ## Add your company details 1. On **Add Company**, under **Company Info**, enter **Company Name** and **EIN**, choose a **Business Structure**, and enter **Founding Date**, **Contact Phone**, **Registered Business Address**, **City**, **State**, **Zip** and **Website URL**. 2. Under **Control Person Info**, enter **First Name**, **Last Name**, **Job Title**, **Full SSN**, **Date of Birth**, **Contact Phone**, **Address**, **City**, **State** and **Zip**. 3. Select **Next**. You see "Production company saved successfully", and setup is finished. Things to know: * Every field is required. **Next** stays greyed out until they're all valid. * **Company Name** starts with the name RollCredits created your company with. * **Business Structure** is one of Sole Proprietorship, Partnership, Limited Liability Company, C-Corporation or S-Corporation. * Both addresses must be in the US. As you type an address, choose a suggestion to fill in **City**, **State** and **Zip**. Control Person Info must be filled in by someone with significant control and management of your business. If that's not you, ask that person to fill in this part before you select **Next**. ## Use the header during setup * **Log out** signs you out. The steps you've finished stay saved. * If you also belong to a company whose setup is finished, the header has a company box. Choose that company to work in it. Switching back to the new company brings you back to its setup. ## When setup is finished RollCredits opens the first page in your sidebar with the **Welcome to RollCredits!** window. It says **You're all set up!** and shows your role on the current production. * Select **View My Permissions** to open the Roles & Permissions page (see [See what each role can do](/getting-started/roles-and-permissions.md)). * Select **Maybe Later** to close the window. The window appears only when you go from setup into the app. You can open Roles & Permissions any time from **Help > Roles & Permissions**. ## Change these details later * Owners and Super Admins change the project's details on **Project > Details**. See [Edit project details](/project/details.md). * Owners and Super Admins change the company and control person details on **Company > Details**. See [Edit your company details](/company/details.md). * Everyone can change their own name in **Settings**. See [Manage your account settings](/getting-started/settings.md). If your company uses the Setup guide, it lists the rest of your company's setup, such as linking a bank account. See [Finish setting up your company](/company/setup-guide.md). --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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