Signing Up

Welcome! We're thrilled you are thinking about joining the SoterGenius community!

Start with a 14-day risk-free trial— cancel anytime during those two weeks, no strings attached. And don't worry, you won't be billed until your free trial ends. 

To get started, head to the SoterGenius landing page and select your account type: 

Standard accounts are ideal for small teams and those using SoterGenius for personal use. Standard accounts include one workspace, but additional workspaces can be purchased within a standard account. These accounts are set-up through our self-service portal. 

Enterprise accounts are ideal for larger collaborative teams and organizations, and include an unlimited number of workspaces. These accounts are set up by our team, so we can ensure we tailor your package to your organization. Start with a standard account, but want to switch to enterprise? No worries! Just reach out to our team and we'll take care of it!

Does a Standard Account sound right for you? Let's dive in! 🚀

1. Click "Get Started with Standard"

2. Enter Your Email Address – We'll send you a verification link to help you get started.

3. Check Your Inbox! – Your link is live for one hour, so go ahead and set up your account now. If you're not able to get to it within that time frame, no worries! Just pop back later and request a fresh link.

4. Prefer a One-click Solution? – Choose Single Sign-On with Google or Microsoft                                                         

5. Set up your workspace – SoterGenius will use the information in your workspace settings to perform policy reviews and personalize answers in reference to regulations applicable to your geography and industry. This information can be edited at any point. Learn more about workspaces here. 
   
                  
   
   
6. Invite co-workers: Collaborating with colleagues within your workspace? Add their email addresses and select their workspace role in this step. Individual users are billed separately within Standard accounts. You can also choose to skip this step; colleagues can be invited any time. 
   
                      
7. You're in! All that's left is to enter your billing information, which can be found in the menu options on the left-hand side.