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

# Getting Started

> How to create your Equa account, verify your email, and set up your first organization

# Getting Started

Equa is an equity management platform that helps companies manage cap tables, stock option plans, agreements, and documents. This guide walks you through creating your account and getting set up.

## Prerequisites

* A valid email address
* A modern web browser (Chrome, Firefox, Safari, or Edge)

## Creating Your Account

### Step 1: Open the Registration Page

Go to [app.equa.cc](https://app.equa.cc) and click **Sign Up**. You can also register from the landing page by clicking **Get Started**.

### Step 2: Choose a Sign-Up Method

Equa supports three ways to create an account:

* **Email and password** — Enter your email address and choose a password.
* **Google** — Click **Sign in with Google** to use your Google account. Your email is automatically verified.
* **Magic link** — Enter your email address and click **Send Magic Link**. Check your inbox for a one-time sign-in link that expires in 15 minutes.

### Step 3: Verify Your Email

If you signed up with email and password, you will receive a verification email. Open it and click the verification link. You must verify your email before you can access the platform.

<Tip>
  If you signed in with Google, your email is automatically verified and you can skip this step.
</Tip>

### Step 4: Accept Terms of Service

On your first login, you will be asked to accept the Equa terms of service. Review and accept to continue.

## Completing Your Profile

### Step 1: Open Your Profile

After signing in, click your avatar in the top-right corner and select **Profile**. You can also navigate to **Settings > Profile**.

### Step 2: Fill In Your Details

Complete the following fields:

* **First name** and **Last name** (required)
* **Profile photo** — Upload a PNG or JPG image
* **Phone number**
* **Date of birth**
* **Address**

### Step 3: Add Profile Links (Optional)

You can add links to your LinkedIn, Facebook, Twitter, or Instagram profiles. Each link is validated to ensure it is a valid URL.

### Step 4: Save Your Profile

Click **Save** to update your profile. Your information is used across all organizations you belong to.

## Creating Your First Organization

### Step 1: Navigate to Organizations

From the dashboard, click **Create Organization** or go to **Organizations > New**.

### Step 2: Enter Organization Details

Fill in the required fields:

* **Organization name** — Your company or entity name
* **Company type** — Select from LLC, C-Corp, S-Corp, or other available types
* **Equity structure** — Choose the structure that matches your company

### Step 3: Add Additional Details (Optional)

You can also provide:

* **EIN** (Employer Identification Number)
* **Website**
* **Phone number**
* **Registration number**
* **Start date**
* **Business address**

### Step 4: Create the Organization

Click **Create**. You are automatically assigned as the owner of the new organization with full administrative access.

## Common Tasks

### Switching Between Organizations

If you belong to multiple organizations, use the organization switcher in the navigation bar. Click the current organization name to see all your organizations.

### Enabling Two-Factor Authentication

1. Go to **Settings > Account**
2. Click **Enable Two-Factor Authentication**
3. Scan the QR code with your authenticator app (Google Authenticator, Authy, etc.)
4. Enter the verification code to confirm

### Logging Out

Click your avatar in the top-right corner and select **Log Out**. Your session will be ended.

## Tips

<Tip>
  Your session stays active as long as you keep using the platform — each request resets the 42-minute inactivity timer. If you are idle for more than 42 minutes, you will be automatically logged out for security.
</Tip>

<Tip>
  Use Google sign-in for the fastest onboarding experience — it skips email verification and fills in your name automatically.
</Tip>

## Troubleshooting

<AccordionGroup>
  <Accordion title="I did not receive my verification email">
    **Cause:** The email may be in your spam or junk folder, or there may be a delay in delivery.

    **Solution:** Check your spam folder first. If you still do not see it, go back to the login page and request a new verification email. Make sure you entered the correct email address during registration.
  </Accordion>

  <Accordion title="My magic link has expired">
    **Cause:** Magic links expire after 15 minutes for security.

    **Solution:** Go to the login page and request a new magic link. Click it promptly after receiving it.
  </Accordion>

  <Accordion title="I cannot access any features after logging in">
    **Cause:** Your email may not be verified yet.

    **Solution:** Check your inbox for the verification email and click the link. You must verify your email before accessing protected features.
  </Accordion>

  <Accordion title="Google sign-in is not working">
    **Cause:** Pop-ups may be blocked by your browser, or there may be a temporary issue with Google's OAuth service.

    **Solution:** Allow pop-ups for app.equa.cc in your browser settings and try again. If the problem persists, use email/password or magic link sign-in instead.
  </Accordion>
</AccordionGroup>

## Related

* [Organization Setup](/guides/organization-setup)
* [Profile and Settings](/guides/profile-and-settings)
* [Authentication Specification](/specs/001-authentication/spec)
