> ## Documentation Index > Fetch the complete documentation index at: https://docs.meritmatch.io/llms.txt > Use this file to discover all available pages before exploring further. # Set up your MeritMatch account > Create your account, connect your company, complete your profile, and invite your team. You can create your account at [meritmatch.io](https://meritmatch.io). All paid plans include a **14-day free trial** with no credit card required. ## Step 1: Create your account Go to [meritmatch.io](https://meritmatch.io) and click **Get started**. Enter your **work email**, choose a **password**, and confirm it. Your password must be at least 8 characters and include an uppercase letter, a lowercase letter, a number, and a special character. The strength meter must reach **Strong** before you can continue. Prefer a faster start? Click **Sign in with Google** to skip the password step entirely. Use your company email address — it helps teammates find the right workspace when they sign up. ## Step 2: Connect your company After creating your account, MERIT asks you to connect to a company. This is step 2 of 2 in the signup flow. How you complete this step depends on your situation. Search for your company by name. MERIT shows matching company records when they are available. Click your company's card to select it. **Don't see your company?** Click **Company Not Found? Create New Company**, type your company name, and MERIT creates a fresh workspace for you. You become the workspace owner. Before finishing, check the box to agree to the **Terms of Service** and **Privacy Policy**, then click **Complete Registration**. If someone on your team is already using MERIT, they can generate an invite code from **Settings → Company** so you join their existing workspace instead of creating a new one. On the company selection screen, enter the invite code in the **Invite code** field at the top of the page. MERIT validates the code and shows you the company name it belongs to. Confirm it looks right, agree to the **Terms of Service** and **Privacy Policy**, and click **Complete Registration**. You join the workspace with **read-only access** by default. The workspace owner assigns you a full-access seat from **Settings → Billing** once you're in. If you don't have an invite code, you can still search for and select your company. Ask your workspace owner to assign you a seat after you join. If you are not affiliated with a company right now, click **Continue as Solo User** at the bottom of the company selection screen. You can join a company later from settings. ## Step 3: Complete your personal profile After signup you land on the pipeline dashboard. Head to **Settings → Profile** to fill in your personal information. | Field | Notes | | ------------------------ | ---------------------------------------------------------------- | | First and last name | Displayed throughout the platform and on your networking QR card | | Job title | Shown to teammates and in partner-facing contexts | | Professional bio | A concise summary of your background and BD focus | | Phone and LinkedIn URL | Optional contact details | | Roles & responsibilities | Select the responsibilities that best describe your work | | Profile photo | Upload a standard image file, max 5 MB | All fields auto-save as you type — there is no save button. ## Step 4: Complete your company profile Go to **Settings → Company** to fill in your firm's information. A complete company profile helps MERIT provide better opportunity context, partner context, and workspace records. **Company information:** * **Company name and website** - keep these current so teammates recognize the workspace * **Agencies served** - list agencies your firm has worked with or actively pursues * **Company overview** - summarize what your firm does and who you serve **Government codes:** * **UEI** - your Unique Entity Identifier from SAM.gov * **CAGE Code** - your Commercial and Government Entity code * **DUNS Number** - your Dun & Bradstreet identifier * **NAICS Codes** - add the codes your firm actively pursues **Capabilities and credentials:** * **Core Capabilities** - plain-language descriptions of what your firm does * **Certifications and self-certifications** - add the designations your team uses in federal contracting * **Contract vehicles** - add relevant contract vehicles when they apply **Documents and logo:** * **Company Logo** - upload the logo your team wants to use in MERIT * **Capability Statements** - upload current capability statement PDFs * **Past Performance Documents** - upload past performance write-ups in PDF, DOC, or DOCX format Start with **UEI** and **NAICS Codes** if you have them. They make company context and opportunity workflows more useful. ## Step 5: Invite your team If you are on a paid plan with more than one seat, you can invite teammates by generating an **invite code**. Go to **Settings → Company** and scroll to **Invite Team Members**. Click **Generate Invite Code**. A unique code is created. Copy the invite code and send it to your teammate — by email, Slack, or however your team communicates. There is no email invite sent automatically. Your teammate goes to [meritmatch.io](https://meritmatch.io), creates an account, and enters the invite code on the company selection screen. They join your workspace automatically. New teammates join with read-only access. The workspace owner can go to **Settings → Billing** to see the member list and click **Assign seat** next to a teammate's name. You can generate multiple invite codes and manage active codes from **Settings → Company**. ## Access levels MERIT has two access levels for workspace members: | Access level | What they can do | | --------------- | -------------------------------------------------------------------------------------------------------------------------- | | **Full access** | Create and edit opportunities, use the Gate Tracker, run SAM searches, use the MERIT Assistant, manage documents and tasks | | **Read-only** | View the pipeline, Gate Tracker fields, documents, and tasks — no editing or creating | The workspace **owner** always has full access and manages billing and seat assignments. Company and invite controls appear in settings for users who have the right workspace permissions. ## Where to go next Follow the Workflow Guide to search SAM.gov, import an opportunity, and open the Gate Tracker for the first time. Full reference for every field in the Company tab, including contract vehicles and past performance documents. Understand plans, manage seat assignments, and access the Stripe billing portal. Free 35-lesson GovCon playbook included with every account. Start here if your team is new to federal contracting.