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cf0 accounts are invite-only. Once your firm is provisioned, sign-up is three steps. After that, you control role, sectors, and language from Settings → Profile at any time.

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Activate your invitation

1

Open the invitation email

Click the sign-up link. It pre-fills your email and attaches you to your organisation automatically.
2

Set a password

Enter your first name, last name, and a password. cf0 verifies the email address before activating the account.
3

Complete onboarding

cf0 walks you through role, sectors, and preferred language. Skip any optional step and revisit later via Settings → Profile.

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Organisations

Every cf0 account belongs to an organisation. There are no personal accounts — research, documents, reports, and skills live within the org workspace.
cf0 Settings — Account tab

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Profile

Tells cf0 what you cover and how to frame answers. All settings live under Settings → Profile.
FieldOptions
RoleAnalyst · Portfolio manager · Research operations · Other
SectorsTechnology · Healthcare · Financials · Energy · Consumer Discretionary · Consumer Staples · Industrials · Real Estate · Materials
LanguageEnglish · Portuguese · Spanish · French · German · Chinese — every response and report renders in this language
Your profile is private to you. It isn’t shared across the org.

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Invite your team

Org admins invite teammates from Settings → Companies.
1

Open Settings → Companies

You’ll see the team roster and any pending invitations.
2

Invite (or bulk invite)

Click Invite, enter an email, choose a role:
  • Member — full feature access within the org
  • Admin — also manages members, brand, and integrations
Use Bulk invite to paste multiple addresses at once with the same role.
3

Change roles or remove members

Use the role selector or the remove icon next to any member row.
For the full Settings surface (Memory, Brand, Integrations, and per-tab detail), see Settings.
Last modified on May 25, 2026