Setting Up Your Account

First step to getting your ContactDrive account up and running is to - er, uh, this should be obvious - sign up for an account. Hopefully you figured this out already, but just in case you did not, or maybe you need to invite someone else to join, follow these steps.

Note: To set up a second, third, or fourth Workspace, you'll want to follow these steps instead.

1. Visit our website: https://www.contactdrive.io/
2. Click the "Start for Free" button on the top right corner
3. On the following screen, you'll want to fill out the necessary information:
   1. Workspace Name - this is the name of the database, so it can be as simple as your personal name, or the name of your company, or if you're into politics, the name of your campaign.
   2. Handle - this is a shorter way of writing the Workspace. If your company is pretty lengthy, an abbreviation is perfect here. Note: use only lowercase letters and no punctuation except a dash.
   3. Throw in your first and last name, and the email you want to use to log into your account, click the terms and conditions and be sure to hit that blue button at the bottom.
4. Check your email for a notification of your new account. You'll need to accept that invitation to actually get signed into ContactDrive.
   1. Click on the link in your email, or go to https://core.contactdrive.io/login (Core login on the dropdown) and enter that same email address and password used when you created your account.
5. If you have been invited by an Administrator of a Workspace, click the button in your email to Register Your Account. No need to create a new Workspace, you're just creating your own personal account within an existing Workspace.

That's it, you're in! Next up, be sure to check out our Getting Started article and other handy help articles here.