Create your company and first account
About this guide
Last reviewed October 1, 2026 by AgencyMesh Product Support · Checked against release 2026.10
Use Sign up to create a new company and its first administrator. To join an existing company, ask its administrator to create your user account instead.
Create the account
Section titled “Create the account”The signup page shows an expected cost of $100 per office / month. Use Billing for the account’s invoice preview and final invoices.
- Enter Company name, Full name, Email address, and Password. The email becomes your sign-in Username and must not already belong to an AgencyMesh account.
- Choose Timezone. It starts with your browser’s timezone when recognized; otherwise it defaults to America / Chicago.
- To create your first location now, select Add an office and enter Office name. Address and Phone are optional. Leave it unselected to add an office later.
- Complete the security check if shown, then click Create account. On Your account is ready, click Open AgencyMesh to open Dashboard.
What signup sets up
Section titled “What signup sets up”| Item | Guidance |
|---|---|
| Your account | An active Agent account with the Administrator role. Account Type and role are separate. Compare Office and Agent accounts. |
| Office added now | Saves the office name/contact details and adds you as a member. The office name is read-only in Administration after creation. |
| Office added later | Use Add an office on the welcome page. In New Office, enter required Short Name and Display Name, click Next, select yourself in Users to Add, then Create Office. |
| Calling and data connections | The signup Phone is the office contact number. Calling phone assignments, AMS/rater mappings, and other connected services need separate setup; signup does not connect them. |
Add your team and finish office setup
Section titled “Add your team and finish office setup”- Use Manage offices or Administration > Office’s > Manage for office details and membership. Office setup.
- Use Manage users or Administration > Users > New User for team accounts. Choose Account Type, office membership, and roles; then set Agent phone/goal assignments. User setup.
- Open Administration > Health to find missing office mappings or recent activity. Health guidance.
If signup cannot finish
Section titled “If signup cannot finish”Opening Sign up while already signed in opens your existing account’s welcome page. Use User menu > Sign out before creating a separate company.
| Item | Guidance |
|---|---|
| Email already used | Click Sign in and use that account, or use another email for a separate company. Existing team members should be added through Users. |
| Create account disabled | Complete the security check. If it expired, finish it again; if it could not load, reload the page. An unsupported-browser message means try another browser. |
| Highlighted field or expired form | Correct the named field, re-enter Password, and complete the security check again before clicking Create account. |
| Account created; sign in to continue | Sign in with the signup email and password. Continue at setup; do not create the company again. |
| Account creation unavailable | Try again later or contact support with the displayed message. |