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How to start setting up your admin account

Learn how to get started in Fello by accepting the invitation in your email inbox.

Step 1:

Click Accept Invite on the email invitation that was sent to you by your Fello advisor.

Step 2:

Sign in to your account. You can continue with your Google account, or enter your email address to sign in using a one-time code. 

Step 3:

Enter the following details such as phone number, license number, and upload a profile picture. Click Continue when done.


Step 4:

You will then be taken to your dashboard. Click on Settings from the left sidebar.

Step 5:

Go to Company Profile from the left Settings menu. Under the Company tab, enter details about your business, then click Save.

🗒️ Note: Your company profile also includes tabs for signatures and compliance. Learn how to set up your company profile in Fello.