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Create and set up your DeskDay account

Written by Jobin Johny

Overview

This guide explains how to create a DeskDay account, verify your email, set your password, and complete the initial onboarding questions.

Before you begin

Make sure you have:

  • A valid business email address

  • Access to the email inbox

  • Basic information about your company

  • Details about your current PSA, documentation, accounting, and RMM tools

Create your account

Step 1: Open the DeskDay login page

Go to the DeskDay Login page and click Sign up.

or Open the Signup page directly​

Step 2: Enter your email address

Enter your business email address and click Create account.

Create a DeskDay account

Step 3: Verify your email address

DeskDay sends a verification code to your email address.

  1. Open the email from DeskDay.

  2. Copy the verification code.

  3. Return to the sign-up page and enter the code.

The verification code is valid for 10 minutes.

DeskDay verification email

Step 4: Set your password

Create a password that:

  • Contains at least eight characters

  • Includes an uppercase letter

  • Includes a lowercase letter

  • Includes a number

  • Includes a symbol

Click Save password.

Set your DeskDay password

Step 5: Enter your personal and company information

Enter:

  • First name

  • Last name

  • Company name

  • Country

Click Continue.

Enter your profile information

After your profile is updated, DeskDay automatically signs you in and opens your account. You do not need to return to the login page or sign in again.

Complete the onboarding questions

DeskDay asks a few questions to personalise your setup experience.

Select your organisation type

Choose:

  • Managed service provider: Your company provides IT services to multiple customers.

  • Internal IT team: Your team manages IT for its own organisation.

Select your organisation type

Select your current platform

Choose the PSA or ticketing platform you currently use.

Available options may include:

This information helps DeskDay understand potential migration requirements.

Select your current platform

Select the integrations that matter to you

Choose the tools you use or plan to connect with DeskDay.

Select options in at least two sections to continue.

Select required integrations

Enter your organisation size

This information helps DeskDay recommend a suitable plan and onboarding experience.

Select what you want to improve

Choose the areas your organisation wants to improve, such as:

Select your DeskDay priorities

Click Continue after selecting your priorities.

DeskDay completes your account setup, automatically signs you in, and opens the Getting started checklist to help you configure the essential parts of your service desk.

For assistance with account setup or onboarding, contact DeskDay Support at [email protected].

Troubleshooting

The verification email was not received

Confirm that:

  • The email address is correct.

  • The message is not in the spam or junk folder.

  • Emails from DeskDay are not blocked by your mail provider.

Request a new verification code when the previous code has expired.

The verification code is invalid

Verification codes expire after 10 minutes. Request a new code and enter the most recently received code.

The password is not accepted

Confirm that the password contains at least eight characters and includes uppercase letters, lowercase letters, numbers, and symbols.

You cannot sign in

Confirm that:

  • The email address has been verified.

  • The correct email address is being used.

  • The password is entered correctly.

Use the password recovery option when required.

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