> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cf0.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Account setup

> Activate your cf0 invitation, set up your analyst profile, and invite the rest of your team with admin or member roles. Five minutes end to end.

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.

## Activate your invitation

<Steps>
  <Step title="Open the invitation email">
    Click the sign-up link. It pre-fills your email and attaches you to your organisation automatically.
  </Step>

  <Step title="Set a password">
    Enter your first name, last name, and a password. cf0 verifies the email address before activating the account.
  </Step>

  <Step title="Complete onboarding">
    cf0 walks you through role, sectors, and preferred language. Skip any optional step and revisit later via **Settings → Profile**.
  </Step>
</Steps>

## Organisations

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

<Frame caption="Settings → Account — name, email, profile picture, theme toggle. The eight tabs across the top are the full settings surface.">
  <img src="https://mintcdn.com/cf0ai/MLKVdlfco0_3MhGd/images/settings-account-light.png?fit=max&auto=format&n=MLKVdlfco0_3MhGd&q=85&s=4b403b9a1172a6135a9addfe16425f21" alt="cf0 Settings — Account tab" width="818" height="559" data-path="images/settings-account-light.png" />
</Frame>

## Profile

Tells cf0 what you cover and how to frame answers. All settings live under **Settings → Profile**.

| Field    | Options                                                                                                                           |
| -------- | --------------------------------------------------------------------------------------------------------------------------------- |
| Role     | Analyst · Portfolio manager · Research operations · Other                                                                         |
| Sectors  | Technology · Healthcare · Financials · Energy · Consumer Discretionary · Consumer Staples · Industrials · Real Estate · Materials |
| Language | English · 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.

## Invite your team

Org admins invite teammates from **Settings → Companies**.

<Steps>
  <Step title="Open Settings → Companies">
    You'll see the team roster and any pending invitations.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Change roles or remove members">
    Use the role selector or the remove icon next to any member row.
  </Step>
</Steps>

For the full Settings surface (Memory, Brand, Integrations, and per-tab detail), see [Settings](/workspace/settings).