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Creating Your Account

Sign up for Preloop Cloud, verify your email, and log in to your dashboard. Takes about 2 minutes, no credit card required.

Self-hosted?

This page covers Preloop Cloud at preloop.ai. On a self-hosted instance, registration happens at your own instance's /register page (when registration is enabled; the very first account on a fresh install uses the setup link printed by the installer) — the rest of the steps are the same.

What You'll Need

  • A valid email address
  • A company or team name for your organization

Sign Up Process

Step 1: Navigate to Signup

Go to https://preloop.ai/register

Step 2: Fill in Your Details

Required Information:

  1. Email Address

  2. Use your work email for team collaboration

  3. This will be your login username

  4. You'll need to verify this email

  5. Password

  6. Minimum 8 characters
  7. Must include at least one uppercase, one lowercase, and one number

  8. Use a strong, unique password

  9. Organization Name

  10. Your company or team name (e.g., "Acme Corp")
  11. This can be changed later in Settings
  12. Used for team collaboration and branding

Step 3: Accept Terms

Step 4: Click "Start Free Trial"

14-Day Free Trial

Your trial includes:

  • Full access to all Teams plan features
  • 14 days to explore and test
  • Unlimited approval workflows
  • Up to 10 users on your organization
  • Email support included

Email Verification

Step 1: Check Your Inbox

After signing up, check your email for a verification message from hello@preloop.ai

Subject: "Verify your Preloop account"

Didn't receive the email?

  • Check your spam/junk folder
  • Add hello@preloop.ai to your contacts
  • Wait 5 minutes and check again
  • Click "Resend verification email" on the login page

Click "Verify Email Address" in the email

This will: - Activate your account - Redirect you to the login page - Allow you to access the dashboard

First Login

Step 1: Log In

Go to https://preloop.ai/login

Enter:

  • Your email address
  • Your password

Click "Sign In"

Step 2: Welcome to Your Dashboard

You should see:

  • Welcome message with your name
  • Quick start checklist
  • Navigation sidebar
  • Empty state (no trackers or flows yet)

Organization Setup

Your organization is automatically created when you sign up, but you can customize it.

Viewing Organization Settings

  1. Click your profile icon (top-right corner)
  2. Select "Settings" from the dropdown
  3. Navigate to "Organization" tab

Organization Details

You can configure:

  1. Organization Name

  2. Display name for your team

  3. Shown in emails and notifications

  4. Can be changed at any time

  5. Organization Slug

  6. URL-friendly identifier

  7. Used in API endpoints

  8. Cannot be changed after creation (contact support if needed)

  9. Default Settings

  10. Default timezone for all users

  11. Default notification preferences
  12. Default approval timeout (10 minutes default)

What Gets Created

When you sign up, Preloop automatically creates:

1. Your User Account

  • Owner role (full permissions)
  • Access to all features
  • Can invite other users

2. Your Organization

  • Unique organization ID
  • Isolated from other organizations
  • Dedicated namespace for your team

3. Default Notification Settings

  • Email notifications enabled
  • Approval request notifications ON
  • System notifications ON

Account Roles

As the account creator, you have the Owner role with full access.

Seven roles are available: Owner, Admin, Editor, Executor, Tracker Manager, Analyst, and Viewer. See Roles & Permissions for the full permission matrix.

Trial Limitations

What's Included (Full Access)

All Teams plan features: - MCP endpoint + Safety Layer - Unlimited approval workflows - Conditional approval with CEL - Event-driven automation flows - Issue tracker integration (GitHub, GitLab, Jira) - Mobile apps (iOS, Apple Watch, and Android) - Email + Slack + Mattermost notifications - Up to 10 users - Email support

What Happens After 14 Days?

Option 1: Upgrade to Teams Plan

  • $29/user/month or $290/user/year
  • Continue with all features
  • Self-service upgrade (no sales call)

Option 2: Contact Sales for Enterprise - Unlimited users - SSO/SAML - Advanced RBAC - SLA & priority support - Custom integrations

Option 3: Trial Expires - Account becomes read-only - Your flows and tools get disabled - Existing data is preserved for 90 days - Can upgrade at any time to restore access

Next Steps

Now that your account is set up:

1. Complete the Quick Start (10 minutes)

Get your first approval workflow and automated flow running: - Quick Start: Preloop Your First Tool →

2. Connect Your MCP Client

Connect Claude Code, Cline, or another MCP client: - Connect Your MCP Client →

3. Test Your Workflow

Test the Safety Layer with your first tool call: - Testing Your Workflow →