> For the complete documentation index, see [llms.txt](https://help.pump.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.pump.co/getting-started/quick-start/account-setup.md).

# Account Setup

This page covers everything after your initial signup: inviting your team, understanding roles and permissions, and completing your business identification.

**Creating your account**

When you sign up at [app.pump.co](https://app.pump.co/), Pump creates your account using your email address. If someone from your company has already created a Pump account, you may be invited to join their existing company workspace instead of creating a new one.

How it works:

* If you sign up with no existing invitation, Pump checks your email domain. If no company exists for that domain, a new company workspace is created and you become the Admin.
* If a company already exists for your email domain, you are not automatically added. An existing Admin must invite you.
* If you were invited via email before signing up, you are automatically added to that company when you create your account.

**Inviting team members**

Admins can invite teammates from **Settings → Team → Invite**.

1. Enter the teammate's email address.
2. Select a role (see Roles and Permissions below).
3. Click **Invite**. The teammate receives an email with a signup link.

When the invited user signs up, they are automatically added to your company workspace. All invited users start with Member-level access. To grant Admin access, an existing Admin must promote them after they join (see below).

### Roles and permissions

Pump has three role types visible in the team management UI.

| Role                | What they can do                                                                                                                                                                                                 |
| ------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Admin**           | Full access to all Pump features. Can invite and remove team members. Can promote or demote other users to/from Admin. Can manage integrations, billing, and company settings.                                   |
| **Member / Viewer** | Full read access to all Pump features, including dashboards, recommendations, and security findings. Cannot manage team members or modify admin-level settings.                                                  |
| **Finance**         | Receives invoice emails and has visibility into billing data. This is not a separate access role. Any team member can be designated as a Finance contact by adding their email to the invoice distribution list. |

**Changing roles**

* **Promoting to Admin:** An existing Admin navigates to **Settings → Team**, finds the team member, and toggles their Admin status.
* **Designating a Finance contact:** Navigate to **Settings → Billing** and add the team member's email to the invoice email list.
* **Removing a team member:** An Admin navigates to **Settings → Team** and removes the member.

**How roles are assigned**

* The first user to create a company workspace automatically becomes Admin.
* All invited users join as Members.
* Role changes happen after the user has joined, not at invite time.

### Multi-company access

Pump supports belonging to multiple company workspaces with a single login. If you are a member of more than one company (for example, a consultant managing multiple clients), you can switch between them from the account menu. Each company workspace is fully independent with its own cloud connections, billing, and team members.

### Business identification

After completing onboarding, Pump prompts you to provide your business identification. This appears as a notification in the sidebar.

| Country         | Required fields                                          |
| --------------- | -------------------------------------------------------- |
| United States   | EIN (Employer Identification Number)                     |
| India           | CIN (Corporate Identification Number) and GSTIN          |
| Other countries | Business ID number and tax code (varies by jurisdiction) |

To complete this, navigate to **Settings → Company** and fill in the business identification fields.

**Onboarding requirements**

Joining Pump as a billing partner requires two things:

1. **All outstanding cloud bills must be paid.** Pump cannot onboard accounts with unpaid balances.
2. **Minimum $5,000/month cloud spend.** Pump Save is designed for organizations at this spend level and above. Pump View is available regardless of spend level.


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