> For the complete documentation index, see [llms.txt](https://docs.perfagents.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.perfagents.com/user-guide/account/onboarding-and-workspace-setup.md).

# Onboarding and Workspace Setup

After successfully signing up and verifying your email, new users are guided through a **simple 3-step onboarding process** to configure their personal profile and organization workspace. This process ensures your **free trial is activated**, and your environment is ready for performance testing. A visual progress indicator at the top of the screen helps you track your completion status. 

{% embed url="<https://youtu.be/5Uz1guJm5qY>" %}

#### Step 1: Create Your Account (Personal Information)&#x20;

The objective of this step is to capture your basic profile details.&#x20;

1. **First Name (Mandatory)**&#x20;
2. **Last Name (Mandatory)**&#x20;

**Note:** The **"Continue"** button becomes actionable only after both mandatory fields are filled. The progress indicator will show **Step 1 of 3**.&#x20;

#### Step 2: Set Up Your Workspace&#x20;

Once your personal details are complete, you will be prompted to set up your organization's workspace.&#x20;

1. You will be greeted by the name: "Welcome, \[First Name]!"
2. **Company Name (Mandatory):** This name will represent your organization and serve as the unique workspace identifier within PerfAgents.&#x20;

<table><thead><tr><th width="200.88671875">Validation Status</th><th width="312.8359375">User Experience</th><th>Actionable Item</th></tr></thead><tbody><tr><td>Name is Already Taken </td><td>The input field is highlighted in red with the error message: "[Company Name] is already taken by someone else in your company. Please try a different name. A suggested alternative name is automatically generated. </td><td>Users can accept the suggestion or enter a different custom name. </td></tr><tr><td>Name is Available </td><td>A green validation checkmark appears next to the field. | User can proceed by clicking. </td><td>Continue </td></tr></tbody></table>

#### Step 3: Final Confirmation & Trial Activation&#x20;

This final step confirms your setup and activates your free trial.&#x20;

1. You will see a completion screen: "You’re all set! Ready to start your free trial?"&#x20;
2. A confirmation message reinforces the successful setup: "Welcome to PerfAgents, \[First Name]! We're excited to help you optimize your performance."&#x20;

Clicking **“Start Free Trial”** finalizes the process:&#x20;

1. The organization's workspace is created.&#x20;
2. You are assigned as the Organization Owner.&#x20;
3. The free trial period begins.&#x20;
4. You are immediately redirected to the PerfAgents dashboard.&#x20;


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