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This guide walks you through creating your Carelane account and completing your initial setup.

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Creating Your Account

1

Receive an Invitation

You will receive an email invitation from an organization administrator or study team member. Click the invitation link to begin.
2

Sign Up

Create your account using your email address. You can sign up with:
  • Email and password
  • Google account (SSO)
  • Microsoft account (SSO)
3

Complete Your Profile

After signing in, complete your profile information:
  • Display name
  • Professional title
  • Contact information
4

Accept Terms

Review and accept the Terms of Service and Privacy Policy to activate your account.

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Joining an Organization

When you accept an invitation, you automatically join the inviting organization with the assigned role. You can belong to multiple organizations simultaneously.
If you belong to multiple organizations, use the organization switcher in the navigation header to change your current context. Your last selected organization is remembered for future sessions.

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Profile Settings

Access your profile settings to:
  • Update your display name
  • Change your email address
  • Manage notification preferences
  • Configure your account security settings
Keep your profile information current, as it appears in audit trails and is visible to other team members in your studies.

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Next Steps

Navigation Guide

Learn how to navigate the Carelane interface.

Organizations

Understand how organizations work in Carelane.