# Sign up

Cx Assistant help · platform: web · module: sign-up · updated 2026-10-03
Canonical: https://cx-assistant.com/en/help/web/sign-up

## How to create an account

Step-by-step:
1. Enter your Name (at least 2 characters). Surname is optional.
2. Enter your Email.
3. Create a Password and confirm it.
4. Tick both boxes: one to agree to the Terms of Service and one to accept the Privacy Policy.
5. Click Create account.

You will then see a "check your email" panel — open the confirmation email we send you and click the link to activate your account.

## Password requirements

Your password must:
- Be at least 8 characters long
- Include at least one uppercase letter
- Include at least one lowercase letter
- Include at least one number

A warning appears if Caps Lock is on. Pick something strong and unique — a password manager helps.

## Terms of Service and Privacy Policy

You must accept the Terms of Service and the Privacy Policy to create an account. Each has its own checkbox, and both must be ticked. Click their links in the form to read each document in an inline dialog without leaving the page.

Both documents are also available as full pages at any time — the public legal pages for terms and privacy — and later from Settings, on the Privacy & Legal tab, once you are signed in.

## Email confirmation and resending it

After signing up you see a "check your email" panel. Open the confirmation email and click the link to activate your account — you cannot sign in until your email is confirmed.

If the email does not arrive:
- Check your spam or junk folder.
- Use the resend button on the panel to send a fresh confirmation email.

## Confirm email page

The confirmation link opens a page that verifies your email automatically. It shows whether your address was confirmed, was already confirmed earlier, or whether the link is expired or invalid — in which case you can request a new confirmation email right there. Once confirmed, click "Go to sign in" to log in.

## After your first sign-in

A new account does not belong to any project yet. After you confirm your email and sign in, you land on a welcome page with two choices:

- Create new project — set one up from scratch or from a template. You can also ask the assistant in chat to create the project for you; it asks you to confirm first.
- Join existing project — enter the 8-character code from your invite email.

You do not need a project to get started: chat and My Workspace, your personal files, work without one.

If you signed up from an invite link, the invite is accepted automatically when you sign in in the same browser, and you land in that project.

## Already have an account

Use the Sign in link to go back to the login page if you already have an account or have already confirmed your email.

## Common sign-up errors

- Email already exists: sign in instead, or use "Forgot your password?" on the sign-in screen to reset it.
- Validation errors: review the required fields and the password rules; the form highlights what is missing.
- Server unavailable: check your network connection and try again.

## Account security tips

- Use a strong, unique password you do not reuse elsewhere.
- Store passwords in a trusted password manager.
- Keep your email account secure — it is used for verification and account recovery.
- After signing in, consider enabling two-factor authentication in Settings, on the Security tab.