Creating your account

Getting started with Sophie takes just a few minutes. Most users are invited by a teammate or administrator — if that's you, here's what to expect.

Step 1: Look for your invitation

After an administrator invites you, you'll receive an invitation email from Sophie. The email is sent to the address your team used to invite you. If you don't see it within a few minutes:

• Check your spam or junk folder.
• Confirm the email address the administrator used is correct.
• Ask your administrator to resend the invitation.

Step 2: Open the invitation link

Click the link inside the invitation email. The link takes you to a secure page where you can set up your account.

Step 3: Set your password

Choose a strong, memorable password. A few tips:

• Use at least 12 characters.
• Mix uppercase and lowercase letters, numbers, and symbols.
• Avoid reusing passwords from other accounts.

Step 4: Verify your email

Sophie will send a verification email to confirm your address. Open it and click the verification link. This step protects your account and makes sure future notifications reach you.

Step 5: Sign in

Once your password is set and your email is verified, sign in with your email and password. You'll land on your dashboard, where Sophie will guide you through a short first-time setup.

Need help?

If your invitation link has expired, or you're having trouble signing in, contact your administrator or reach out to us at [email protected]. See Getting support for more options.