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Getting your Google account configured correctly from the start saves you time and prevents friction as your team grows. Whether you’re a solo user exploring the platform or an admin rolling out access across a large organization, this guide walks you through every step — from signing up and verifying your email to choosing the right plan, inviting collaborators, and keeping your billing details up to date. Taking a few minutes now to complete your profile and review your subscription options ensures your workspace is ready for real work from day one.

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Initial Account Setup

Follow these steps to get your account up and running:
1

Create Your Account

Navigate to google.com/signup and enter your name, email address, and a strong password. You can also sign up using an existing Google or SSO provider account if your organization has one configured.
2

Verify Your Email

Check your inbox for a verification email from Google. Click the Verify Email button in the message. If you don’t see it within a few minutes, check your spam folder or click Resend Verification from the sign-in page.
3

Complete Your Profile

Once verified, you’ll be prompted to fill in your profile details. Add a display name, upload a profile photo, and set your time zone and preferred language. These settings affect how timestamps appear across the platform and how teammates identify you in shared spaces.
4

Choose a Plan

Review the available subscription plans on the Billing page. The Free plan is a great starting point for individuals, while the Pro and Team plans unlock higher usage limits, advanced search features, and priority support. You can upgrade at any time without losing your data.

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Invite Team Members

Once your account is active, you can bring your colleagues onto the platform. Open Settings → Team and click Invite Members. Enter one or more email addresses separated by commas, then assign each invitee a role before sending.

Owner

Full administrative control, including billing management, account deletion, and ownership transfer. Only one Owner per workspace.

Admin

Can manage team members, configure integrations, and adjust workspace settings. Cannot access billing or transfer ownership.

Member

Standard access to search, organize, and act on data within the workspace. Permissions can be further scoped by the Admin.
After sending invitations, each invitee receives an email with a link to join the workspace. You can track outstanding invitations under Settings → Team → Pending Invites. From there you can resend or revoke any invite that hasn’t been accepted yet.
If your organization uses a single sign-on (SSO) provider such as Okta or Azure AD, you can enforce SSO-only login for all team members under Settings → Security → SSO Configuration. This eliminates the need to manage individual passwords.

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Manage Billing

Navigate to Settings → Billing to view your current plan, upcoming renewal date, and payment method. From this page you can:
Click Upgrade next to any higher-tier plan to see a prorated cost summary. Upgrades take effect immediately — you’ll be charged a prorated amount for the remainder of the current billing cycle, and your new limits apply right away.
Click Change Plan and select a lower tier. Downgrades take effect at the end of your current billing period. Make sure your current usage — such as the number of active team members or storage consumed — is within the lower plan’s limits before the cycle ends to avoid any service interruption.
All past invoices are listed under Settings → Billing → Invoice History. Click any invoice row to download a PDF receipt, which includes an itemized breakdown suitable for expense reporting.
If you are on an annual plan and want to add seats mid-year, the additional seats are billed at a prorated rate aligned to your renewal date. Contact support if you need a custom quote for large team expansions.

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Delete or Transfer Account

Deleting your workspace is permanent and irreversible. All data, integrations, search history, and team member records will be immediately and permanently erased. There is no recovery option after deletion is confirmed. Export any data you need to retain before proceeding.
To transfer ownership of the workspace to another team member, navigate to Settings → Team, find the target member, and select Transfer Ownership from their options menu. The transfer takes effect immediately and your role is downgraded to Admin. To delete the account, go to Settings → General → Danger Zone and click Delete Workspace. You’ll be asked to type the workspace name to confirm your intent before the deletion is processed.
Protect your account from unauthorized access by enabling two-factor authentication. Visit /configuration/security to set up an authenticator app or SMS-based verification — it only takes a couple of minutes and significantly reduces the risk of account compromise.