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Account Setup

Setting up your CoCloud account is the first step to accessing all the powerful features CoCloud has to offer. This guide walks you through the complete account creation process.

Prerequisites​

Before you begin, ensure you have:

  • A valid email address
  • A mobile phone number
  • Internet connectivity
  • Access to your email inbox for verification

Account Creation Process​

The account setup process consists of several steps:

Step-by-Step Instructions​

Step 1: Access Sign Up Page​

  1. Navigate to the CoCloud Customer Portal
  2. Click on Sign Up or Create Account button
  3. You'll be redirected to the registration page

If you're accessing through a partner link, the signup process may vary slightly. Contact your partner for specific instructions.

Step 2: Enter Account Information​

Fill in the required information:

Email Address

  • Enter a valid email address
  • This will be your login username
  • Ensure you have access to this email

Password

  • Create a strong password
  • Minimum 8 characters
  • Include uppercase, lowercase, numbers, and special characters

Confirm Password

  • Re-enter your password to confirm
  • Must match the password entered above

Mobile Number

  • Enter your mobile phone number
  • Include country code
  • This will be used for OTP verification

Country

  • Select your country from the dropdown
  • This helps with phone number formatting

Step 3: Accept Terms and Conditions​

  1. Read the Terms and Conditions
  2. Read the Privacy Policy
  3. Check the box to accept terms
  4. Review any additional agreements

Step 4: Submit Registration​

  1. Review all entered information
  2. Click Sign Up or Create Account
  3. Wait for the confirmation message

Step 5: Email Verification​

After submitting:

  1. Check Your Email: Look for a verification email from CoCloud
  2. Find Verification Link: The email contains a verification link
  3. Click the Link: Click the verification link in the email
  4. Verification Complete: You'll be redirected to a confirmation page

If you don't receive the verification email:

  • Check your spam/junk folder
  • Wait a few minutes and check again
  • Verify the email address was entered correctly
  • Use the "Resend Verification Email" option

Common Issues During Signup​

Email Already Registered​

If you see "Email already registered":

  • You may have an existing account
  • Try logging in instead
  • Use password reset if you forgot your password
  • Contact support if you need assistance

Invalid Email Format​

Ensure your email:

  • Contains @ symbol
  • Has a valid domain name
  • Doesn't contain spaces
  • Is spelled correctly

Password Requirements Not Met​

Your password must:

  • Be at least 8 characters long
  • Contain at least one uppercase letter
  • Contain at least one lowercase letter
  • Contain at least one number
  • Contain at least one special character

Mobile Number Issues​

If you have trouble with mobile number:

  • Ensure country code is selected correctly
  • Remove any spaces or special characters
  • Use international format if needed
  • Contact support if OTP is not received

After Account Creation​

Once your account is created and verified:

  1. Complete Onboarding: Proceed to the Onboarding Flow
  2. Verify Mobile: Complete mobile number verification
  3. Set Up Instance: Configure your first cloud instance
  4. Start Using CoCloud: Begin accessing your accounting software

Security Best Practices​

When creating your account:

  • Use Strong Password: Create a unique, strong password
  • Secure Email: Use a secure email account
  • Verify Promptly: Complete email verification immediately
  • Keep Credentials Safe: Don't share your login credentials
  • Enable 2FA: Set up two-factor authentication after login

Next Steps​

After completing account setup:

Troubleshooting​

If you encounter issues:

Account created successfully? Proceed to Onboarding Flow to complete your setup.

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