Account Setup

This guide walks you through setting up your Ploti account.

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Create Your Account

Go to app.terrascout.ai and sign up using either:

• Google: One-click sign up with your Google account
• Email: Enter your email and we’ll send you a magic link

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What’s a Magic Link?

A magic link is a secure, one-time login link sent to your email. No password required. Just click the link in your inbox and you’re signed in. Each link expires after a short time and can only be used once.

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Create Your Workspace

After signing in, you’ll create your workspace. A workspace is your organization’s home in Ploti. What belongs to a workspace:

• All billing and subscription management
• All members of your organization
• All projects, leads, and saved data

Think of your workspace as your company. If you’re a national home builder, your workspace would be your company name.

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Create Teams

Teams let you organize people within your workspace into groups. This is useful for:

• Regional offices
• Different departments
• Project-based groups

Example: A national home builder might have their company as the workspace, with teams for each market: Orlando, Tampa, Miami, Atlanta. Team members can be assigned to multiple teams, and you can control access and visibility at the team level. Projects and leads can be assigned to a specific team or left unassigned. Unassigned projects and leads belong to the workspace as a whole, visible to everyone.

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Invite Members

Once your workspace and teams are set up, invite your colleagues:

1. Go to workspace settings
2. Click Invite Members
3. Enter their email addresses
4. Assign them to teams

They’ll receive an email with a link to join your workspace.

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What’s Next?