Use the signup and setup wizard to create a new MindSalt account.

Start a trial account #

1. Select Sign up on the MindSalt sign-in page.
2. Enter your name, email address, and password.
3. Review and accept the Terms of Service and Privacy Policy.
4. Select Continue.
5. Enter the verification code sent to your email address.
6. Enter the company name and choose the company size.
7. Choose the features your organization will use, such as time, expenses, approvals, and accruals.
8. Select Create my account.

If the verification email does not arrive, check the spam or junk folder and use Request a new code after the displayed wait time.

Complete the set up wizard #

When the set up wizard opens, choose one of these options:

• Populate with sample data creates demo clients, projects, time, and expenses for you to explore.
• Start guided set up helps you create real starter records.

Guided set up walks you through these steps:

1. Create the first project.
2. Create or select the client for that project.
3. Add the tasks employees will use when recording time.
4. Invite a team member.
5. Finish the set up wizard.

Before employees enter real information, review project assignments, security roles, time settings, expense settings, and approvals. Ask a small group of users to test time and expense entry before the full rollout.