Welcome to CloudDesk. This guide takes you from creating your account to your first day of use.

Set up your account

1. Go to the CloudDesk sign-up page and enter your name, email address and a password.
2. Open the confirmation email from CloudDesk and select Confirm email.
3. Sign in and follow the short setup steps to name your workspace.
4. Select Invite team members and add their email addresses, if you work with others.
5. Open Billing to check your plan and add a payment method.

Where to find things

• Account: your profile and password.
• Billing: your invoices, payment method and subscription.
• Help: this help center and the link to contact us.

Tips for your first week

• Choose a strong password you don't use anywhere else.
• Keep your email address up to date, so you receive account and billing messages.
• Bookmark this help center for quick answers.

Still need help? Contact CloudDesk Support and tell us which step you're on.

Last updated: October 2026