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

# Sign Up & Login

> Create your account and understand InsureStack's organization structure

## Accessing InsureStack

InsureStack is a fully hosted, cloud-based platform. Access it at: **[app.insurestack.ai](https://app.insurestack.ai)**

All features, data storage, and processing happen in the cloud - no installation or downloads required.

## Sign Up (New Users)

If you're creating a new account:

<Steps>
  <Step title="Click 'Sign Up'">
    Visit [app.insurestack.ai](https://app.insurestack.ai) and click the **"Sign Up"** button.
  </Step>

  <Step title="Enter your credentials">
    Provide your email address and create a secure password.
  </Step>

  <Step title="Choose your organization name">
    You have two options:

    * Enter a custom organization name (e.g., "Smith Insurance Agency")
    * OR select **"Personal Account"** if you only plan on using InsureStack individually
  </Step>

  <Step title="Complete your profile">
    Fill in any additional profile information requested.
  </Step>

  <Step title="Access your dashboard">
    You're now logged in with your own organization and 10 free monthly credits!
  </Step>
</Steps>

<Tip>
  You'll start with **10 free credits each month** - no credit card required to begin.
</Tip>

## Login (Existing Users)

If you already have an account:

1. Click **"Login"** at [app.insurestack.ai](https://app.insurestack.ai)
2. Enter your email and password
3. Access your organization's workspace

## Understanding Organizations

InsureStack uses an **organization-based structure** that's important to understand:

### Key Concepts

* **Every user belongs to one organization**
* **Each organization has its own subscription plan and billing**
* **Plans and credits are tied to the organization, not individual users**
* **Users cannot belong to multiple organizations simultaneously**

### How Organizations Work

<AccordionGroup>
  <Accordion icon="building" title="When you sign up">
    * You automatically create a new organization
    * You are the owner/administrator of that organization
    * You choose the organization name during signup
    * Your subscription plan is associated with this organization
    * Initially you are put on the 'Pay as you Go' plan
    * You can always upgrade or buy more credits from the billing section
  </Accordion>

  <Accordion icon="users" title="Inviting team members">
    **Available on Team Plan and Enterprise only**

    * Users can only join your organization if invited
    * Invitations must be sent by someone with permission inside the organization
    * Invited users join your existing organization (they don't create their own)

    **To invite members:**

    1. Navigate to **Permissions** from the sidebar
    2. Click **"Invite Members"**
    3. Enter their name and email
    4. They receive an invitation to join your organization

    <Note>
      Free, Plus, and Pro plans are single-user only. To add team members, you must upgrade to the Team Plan.
    </Note>
  </Accordion>
</AccordionGroup>

## First Login Experience

When you first log into InsureStack, you'll see a **Welcome Modal** that guides you through:

1. **Choosing your organization name** - Enter your company/brokerage name, or select "This is a personal account"
2. **Learning about your free credits** - You'll start with 10 free credits each month
3. **Clicking "Continue"** - Complete setup and access your dashboard

After completing onboarding, you'll land on:

* The **main dashboard** with your usage overview
* The **left sidebar navigation** for accessing all modules
* Your **10 free monthly credits** ready to use

## Navigation Basics

The platform uses a **collapsible vertical sidebar** on the left side:

### Sidebar Sections

**Top section:**

* Logo and organization name display

**Main navigation:**

* Dashboard
* Submissions
* Quoting
* Policy Checking & Comparison
* Commissions
* Integrations

**Bottom section:**

* Team management
* Permissions
* Support
* Settings

**Additional features:**

* **Theme toggle** - Switch between Light, Dark, and System modes
* **User menu** - View your email and logout option

<Tip>
  Click the chevron icon to collapse the sidebar for more workspace.
</Tip>

## Next Steps

<CardGroup cols={2}>
  <Card title="Explore the Dashboard" icon="chart-line" href="/getting-started/dashboard">
    Learn about Quick Action Cards and Activity Timeline
  </Card>

  <Card title="Start Using Features" icon="rocket" href="/features/submissions">
    Try creating your first submission or quote
  </Card>

  <Card title="Understand Billing" icon="credit-card" href="/billing/overview">
    Learn how credits work and view subscription plans
  </Card>

  <Card title="Invite Your Team" icon="users" href="/team/invite-members">
    Add colleagues (Team Plan required)
  </Card>
</CardGroup>