Company Overview and Set Up

The process of creating a SiteSmart account and a company on SiteSmart is straightforward and intuitive.

Overview

Understand how to set up a company so you can get up and running.

Setting up your Company

  1. Select the plan that is best suited to your company and start a free trial

    If you are an individual just looking for access to others companies/sites, then you do not need to set up a company. Instead, view our 'Getting started with SiteSmart' guide

  2. Enter your details and create a password

  3. Now it is time to confirm your plan. Select from a core or unlimited site plan. There are also custom plans available if you have multiple sites and companies. Confirm your preferred plan from the right in the blue.

  4. Enter your Company name and your Site Safe company ID (if you have a Site Safe account), then select next

  5. Add your billing details - you do not need to add your credit card yet. Select "start trial" (This will take a minute or two to process)

  6. Enter your Company Details

  7. Review information, select "finish"

  8. You'll be directed to your Company dashboard so you can start populating your company and site information.