Account Creation and Setup

Creating an account in Huddle is the first step to organizing and managing your Smartsheet assets. This guide walks you through the account creation process and initial setup to get your team started quickly.

Prerequisites

Before creating an account, ensure you have:

• A valid business email address
• Your company information (name, website, industry)
• A unique subdomain name for your account
• Administrator access to create the account

Account Creation Process

Step 1: Enter Account Information

Navigate to the Huddle signup page and provide the following required information:

• Account Name: Your organization's name as it will appear throughout Huddle
• Subdomain: A unique identifier for your account
  • Must be lowercase letters, numbers, and hyphens only
  • Cannot start or end with a hyphen
  • Must be between 3-63 characters
• Industry: Select from the dropdown to help tailor your experience
• Website: Your company's website URL (optional)

Step 2: Account Owner Setup

The person creating the account automatically becomes the account owner with full administrative privileges. As the owner, you can:

• Manage all account settings and configuration
• Invite and remove users
• Configure authentication methods
• Access billing and subscription management
• Transfer ownership to another user if needed

Step 3: Initial Configuration

Once your account is created, Huddle automatically:

• Creates a Stripe customer account for billing management
• Sets up default authentication providers:
  • Google Sign-In (enabled)
  • Microsoft Sign-In (enabled)
  • Email/Password authentication (enabled)
• Configures initial limits based on your subscription plan
• Adds your subdomain to Firebase authorized domains

Account Plans and Limits

Your account comes with limits based on your subscription:

Post-Creation Setup

Configure Your Account Profile

1. Upload Company Logo
   • Navigate to Account Settings
   • Click "Upload Logo"
   • Choose an image file (PNG, JPG, SVG recommended)
   • Logo will appear in portal headers and user interfaces
2. Review Account Information
   • Verify account name and details
   • Update website URL if needed
   • Confirm industry selection

Set Up Your Team

1. Invite Team Members
   • Go to the "Team" section in Account Settings
   • Click "Invite User"
   • Enter email addresses of team members
   • Set appropriate permissions for each user
2. Configure User Permissions
   • Assign roles based on responsibilities
   • Set connection limits per user if needed
   • Enable/disable specific features for users

Connect to Smartsheet

1. Add Your First Connection
   • Navigate to "Connections"
   • Click "Add Connection"
   • Authenticate with Smartsheet using OAuth
   • Name your connection descriptively
2. Set Connection Limits
   • Configure how many connections each user can create
   • Set account-wide connection limits
   • Create user-specific overrides if needed

Security Considerations

When setting up your account:

1. Choose a Strong Subdomain
   • Avoid easily guessable names
   • Don't include sensitive information
   • Consider using your company's standard naming convention
2. Configure Authentication
   • Enable multi-factor authentication for all users
   • Use SSO if available in your plan
   • Regularly review active sessions
3. Set Up Access Controls
   • Follow the principle of least privilege
   • Regularly audit user permissions
   • Remove inactive users promptly

Troubleshooting

Subdomain Already Taken

If your preferred subdomain is unavailable:

• Try variations with your company name
• Add department or location identifiers
• Use abbreviations or acronyms
• Contact support for assistance with subdomain conflicts

Unable to Create Account

Common issues and solutions:

• Invalid email: Ensure you're using a valid business email
• Network issues: Check your internet connection
• Browser compatibility: Use a modern browser (Chrome, Firefox, Safari, Edge)
• Ad blockers: Temporarily disable ad blockers during signup

Billing Setup Failed

If Stripe customer creation fails:

• Verify your email address is correct
• Check for any browser extensions blocking payment processors
• Contact support for manual account setup