How to set up your Eddy account (Admin)

This article will walk you through how to set up your account as the first user in the software.

Welcome to Eddy! We are so excited to be working with you :) Below are some steps to guide you through setting up your company Eddy account.


Step 1: You will receive an invite email to Eddy upon your account creation. Click "Accept Invite" to begin company set up. If you do not see that link, please reach out to our team at

Step 2: The system will ask first for your company information followed by your basic personal information. Please fill out the locations and department section during the company set up, as this is a necessary step for adding your employees into the system. 

Step 3: Please ensure that you have a welcome call scheduled with your implementation team. We will be able to set up a custom training guide specific for your company during that meeting.