Creating Your Account¶

Start protecting your systems from AI mistakes in just 2 minutes—no credit card required.

What You'll Need¶

A valid email address
A company or team name for your organization
2 minutes of your time

Go to https://preloop.ai/signup

Step 2: Fill in Your Details¶

Required Information:

Email Address
Use your work email for team collaboration
This will be your login username
You'll need to verify this email
Password
Minimum 8 characters
Must include at least one uppercase, one lowercase, and one number
Use a strong, unique password
Organization Name
Your company or team name (e.g., "Acme Corp")
This can be changed later in Settings
Used for team collaboration and branding

Step 3: Accept Terms¶

Review the Terms of Service
Review the Privacy Policy
Check the box to accept

Step 4: Click "Start Free Trial"¶

30-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

📸 Screenshot needed: signup.png - Signup form with trial details highlighted

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

Step 2: Click the Verification Link¶

Click "Verify Email Address" in the email

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

📸 Screenshot needed: email-verification.png - Email verification success screen

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)

📸 Screenshot needed: Can reuse existing dashboard.png

Organization Setup¶

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

Viewing Organization Settings¶

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

Organization Details¶

You can configure:

Organization Name
Display name for your team
Shown in emails and notifications
Can be changed at any time
Organization Slug
URL-friendly identifier
Used in API endpoints
Cannot be changed after creation (contact support if needed)
Default Settings
Default timezone for all users
Default notification preferences
Default approval timeout (10 minutes default)

📸 Screenshot needed: organization-setup.png - Organization settings page

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 API Key¶

Auto-generated for MCP access
Named "Default API Key"
Can be rotated or deleted

4. 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.

Available Roles¶

Role	Permissions	Use Case
Owner	Full access, billing, delete org	You (account creator)
Admin	Manage users, configure tools	Team leads, DevOps managers
Editor	Create flows, approve requests	Engineers, developers
Viewer	Read-only access	Stakeholders, observers

See Roles & Permissions for detailed 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 30 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 →