> ## Documentation Index
> Fetch the complete documentation index at: https://myna.cx/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Myna Account and Workspace Setup: Registration Guide

> Register on Myna, complete the seven-step onboarding checklist, configure your workspace timezone, and invite team members before going live.

When you first sign up for Myna, the platform creates a workspace for you automatically and walks you through a seven-step onboarding checklist. This guide explains each step in detail so you can configure everything correctly before your first campaign goes live.

## Registering your account

Go to [app.myna.cx/register](https://app.myna.cx/register) and complete the registration form:

* **First name and last name** — used as your display name in the app
* **Email address** — your login credential and the address that receives notifications
* **Password** — must be at least 6 characters and include an uppercase letter, a lowercase letter, and a special character

After submitting, Myna sends a verification email to the address you provided. Open the email and enter the 6-digit code on the verification screen. You can request a new code at any time if the original expires.

<Tip>
  You can also register using **Sign up with Google** to skip the password step entirely. Google accounts are linked to your Google email address.
</Tip>

<Note>
  If you entered your email address incorrectly during registration, you can correct it from the verification screen before the email is verified.
</Note>

## The onboarding checklist

After registration, the onboarding checklist guides you through the seven steps required to get your workspace fully configured. You can access the checklist at any time from the dashboard.

<Steps>
  <Step title="Step 1 — Register your account">
    This step is automatically marked complete when you sign up. Nothing extra to do here.
  </Step>

  <Step title="Step 2 — Update your business profile">
    Your business profile tells Myna who you are. Navigate to **Settings → Business Profile** and fill in:

    * Legal business name
    * Business email and phone number
    * Website URL
    * Business niche or industry
    * Full business address (street, city, state, ZIP, country)

    This information is used by your AI agents to answer basic questions about your company during conversations. Keep it accurate and up to date.
  </Step>

  <Step title="Step 3 — Build your Memory Hub">
    The Memory Hub is the knowledge base your agents draw on when answering contact questions. From **Settings → Memory Hub**, add entries covering:

    * Product or service descriptions
    * Common objections and suggested responses
    * Pricing ranges, service areas, or eligibility criteria
    * FAQs your sales team answers regularly

    You can also import pages directly from your website to populate the Memory Hub automatically. The more relevant context your agents have, the more accurately they represent your business.
  </Step>

  <Step title="Step 4 — Create your first agent">
    Navigate to **Agents → New Agent** and configure your AI persona. See the [Agents concept guide](/docs/concepts/agents) for a full breakdown of every setting.
  </Step>

  <Step title="Step 5 — Set up your first campaign">
    Navigate to **Campaigns → New Campaign** and build your outreach flow. See the [Campaigns concept guide](/docs/concepts/campaigns) for details on message sequences, business hours, and qualification goals.
  </Step>

  <Step title="Step 6 — Test your campaign">
    Before going live, use the **Playground** to simulate conversations with your agent. Enter test messages as if you were a contact and verify that your agent responds correctly, handles objections, and collects qualification data.

    You can also send a real test message to your own phone number from the campaign's test panel.

    <Warning>
      Test messages consume real message credits. Use the Playground simulation first to catch issues before sending to your phone.
    </Warning>
  </Step>

  <Step title="Step 7 — Upgrade your plan">
    When you're ready to run real campaigns at scale, go to **Settings → Billing** to choose a plan and purchase additional message credits.

    You can configure automatic top-ups so your credits never run out mid-campaign.
  </Step>
</Steps>

## Workspace settings

Your workspace is the container for everything in Myna — agents, campaigns, contacts, and integrations. Configure workspace-wide settings under **Settings → Workspace**.

### Timezone

Set your workspace timezone to match the location of your business or your contacts. Myna uses this timezone when evaluating business hours and scheduling messages.

<Warning>
  If your workspace timezone is set incorrectly, your agents may send messages outside of your intended business hours. Set the timezone before activating any campaigns.
</Warning>

### Workspace name and logo

Update your workspace name and upload a logo from **Settings → Workspace**. These appear in the app header and in any client-facing views if you're operating as an agency.

## User roles

Myna has three workspace roles that control what team members can see and do.

<Tabs>
  <Tab title="Owner">
    The workspace owner has full access to every feature, including billing, workspace settings, and the ability to delete the workspace. Each workspace has exactly one owner — the person who created it.

    Owners can invite other users and assign them any role.
  </Tab>

  <Tab title="Admin">
    Admins can create and edit agents, campaigns, contacts, and Memory Hub entries. They can view billing information and manage integrations. Admins cannot manage billing payments or delete the workspace.
  </Tab>

  <Tab title="User">
    Users have access to contacts and conversations for day-to-day operations — viewing conversations, updating contact details, and monitoring activity. They cannot access agents, campaigns, Memory Hub, workspace settings, or billing.
  </Tab>
</Tabs>

## Inviting team members

To add someone to your workspace:

1. Go to **Settings → Team Members**
2. Click **Invite Member**
3. Enter the team member's email address
4. Select their role (Admin or User)
5. Click **Send Invite**

The invited person receives an email with a link to join the workspace. If they don't already have a Myna account, they'll be prompted to create one during the acceptance flow.

<Note>
  Invited users are added to the specific workspace you invite them to. If you manage multiple workspaces, you need to invite them separately to each one.
</Note>

## Switching between workspaces

If you belong to multiple workspaces, click the workspace name in the top-left corner of the app to open the workspace switcher. Select any workspace to switch to it instantly. Your session updates automatically and all data shown reflects the selected workspace.

<Tip>
  Agencies can create dedicated workspaces for each client and switch between them without logging out. See the [Workspaces guide](/docs/concepts/workspaces) for more on multi-workspace setups.
</Tip>


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