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

# Account Setup & Team Management

> Learn how to set up your dealership account and invite team members

## Getting Started with Your Vaile Account

After signing up for Vaile, you'll need to complete a few steps to get your dealership account fully configured and invite your team members.

## Step 1: Create Your Account

1. **Sign up** at [app.vaile.ai](https://app.vaile.ai)
2. **Verify your email** address
3. **Complete your profile** with your name and contact information

<Note>
  At this point, you have a personal Vaile account but haven't created your dealership organisation yet.
</Note>

## Step 2: Create Your Dealership Organisation

<Warning>
  **Important**: You must create an organisation to access the Vaile dashboard and features.
</Warning>

1. **Navigate to the organisation setup** in your Vaile dashboard (in the top left corner of the screen)

2. **Choose "Create Organisation"**

3. **Enter your dealership details**:
   * Dealership name (e.g., "Smith Motors")

4. **Complete the setup** - You'll automatically become the organisation administrator

<CardGroup cols={2}>
  <Card title="Organisation Admin" icon="crown">
    As the creator, you'll have full admin access to manage settings, users, and billing
  </Card>

  <Card title="Free Plan" icon="gift">
    Your organisation starts on the free plan - upgrade anytime as you grow
  </Card>
</CardGroup>

## Step 3: Invite Team Members

Once your organisation is created, you can invite your team members to collaborate:

### How to Invite Team Members

1. **Navigate to the organisation menu** in the top left-hand corner of your dashboard
2. **Click "Invite User"**
3. **Enter the email address** of the person you want to invite
4. **Send the invitation** - They'll receive an email to join your organisation

<Tip>
  You can return to the organisation menu in the top left-hand corner at any time to invite more team members.
</Tip>

### What Happens Next?

When someone accepts your invitation:

* They'll be automatically added to your dealership organisation
* They'll have full access to your dealership's leads, contacts, and settings
* They can start using the chat widget and dashboard features immediately

## Important Notes

<Info>
  **Single Organisation**: Each user can only belong to one dealership organisation at a time. If you need to switch organisations, contact support.
</Info>

<Tip>
  **Team Collaboration**: All team members in your organisation share the same leads, contacts, and chat conversations for seamless collaboration.
</Tip>

<Warning>
  **Admin Access**: Be careful when assigning admin roles - admins can modify critical settings and billing information.
</Warning>

## Troubleshooting Common Issues

### "I can't access the dashboard features"

* **Solution**: Make sure you've created or joined an organisation. Individual accounts without organisations have limited access.

### "My team member can't accept the invitation"

* **Solution**:
  * Check that they used the same email address for their Vaile account
  * Ensure the invitation email didn't go to spam
  * Ask them to check for an invitation email from Vaile

## What's Next?

After setting up your organisation and inviting your team:

<CardGroup cols={2}>
  <Card title="Widget Installation" icon="code" href="/installation/widget-installation">
    Add the Vaile chat widget to your website
  </Card>

  <Card title="Dashboard Overview" icon="gauge" href="/dashboard/overview">
    Learn how to use the dashboard features
  </Card>

  <Card title="Managing Leads" icon="users" href="/dashboard/managing-leads">
    Start tracking and converting your leads
  </Card>

  <Card title="Chat Settings" icon="message-circle" href="/dashboard/chat-settings">
    Customize your AI assistant and chat behavior
  </Card>
</CardGroup>

## Need Help?

If you're having trouble with account setup or team management:

* Email us at [support@vaile.ai](mailto:support@vaile.ai)
* Use the live chat in your dashboard
* Check our [troubleshooting guide](/widget/troubleshooting) for common issues