Signing up

Two paths

Every account belongs to one company. After you create your account with an email and a password — and confirm the email with the 6-digit code we send you — Vellum asks how you'll use it. Your answer decides whether you create your firm's company or join one that already exists.

Office / Independent

Choose this if you're setting up Vellum for your firm, or if you work on your own. You enter your name and your organisation's — or tick "I don't have a company registered" and continue with just your own details — and the company is created with a first office and three event types (Meeting, Site visit and Deadline). Your plan is the one you picked when creating the account: Free never expires; Core and Professional start with 14 days free, no card.

Whoever creates the company becomes its owner, with the Admin permission — needed to manage company settings, employees, offices, project types and billing, and to delete projects. The owner's permission can't be changed.

Employee

Choose this if your firm already uses Vellum. You enter your name and your role, and Vellum shows you a 6-digit code, valid for 4 hours. Send that code to the person who runs your firm's account: an Admin enters it on the Employees page to link you to the company.

Employees join with the General permission — they do day-to-day work on every project, but can't delete projects or manage employees, offices or billing. An Admin can promote them later. On the Core and Professional plans, every employee you add counts as a seat on the subscription; the Free plan is for one person.

After signing up

After signing up:

• Whoever created the company lands straight on the dashboard, with suggested next steps: review the company settings, add employees and create the first projects.
• Employees wait on a holding screen, with their code and a countdown, until an Admin links them to the firm. From then on they land on the dashboard.