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Account Setup

This guide walks through setting up your SureStage account and organization.

Creating Your Account​

Individual Signup​

  1. Go to app.surestage.com/signup
  2. Choose a sign-up method:
    • Email & password
    • Google OAuth
    • GitHub OAuth
    • Microsoft OAuth
  3. Verify your email address
  4. Complete the onboarding wizard

Joining an Existing Organization​

If your team already uses SureStage:

  1. Ask your admin to send you an invitation
  2. Click the invitation link in your email
  3. Create your account or sign in with SSO
  4. You'll be added to the organization with the assigned role

Organization Setup​

Creating an Organization​

After signup, you'll be prompted to create your first organization:

  1. Enter your organization name
  2. Choose a slug (used in URLs, e.g., acme-corp)
  3. Select your plan (Free, Pro, or Enterprise)
  4. Invite team members (optional)

Configuring SSO​

Enterprise plans support SAML-based SSO:

  1. Go to Settings > SSO Configuration
  2. Choose your identity provider (Okta, Azure AD, Google Workspace, OneLogin)
  3. Follow the provider-specific setup guide
  4. Test the connection
  5. Enable SSO enforcement (optional)

See SSO Setup for detailed provider instructions.

SCIM User Provisioning​

Automate user lifecycle management with SCIM 2.0:

  1. Go to Settings > SCIM Provisioning
  2. Generate a SCIM token
  3. Configure your IdP's SCIM connector with the token and endpoint URL
  4. Enable automatic provisioning

See SCIM Provisioning for the full guide.

User Preferences​

Customize your experience at Settings > Preferences:

  • Timezone - Affects log timestamps and scheduled flow runs
  • Theme - Light, dark, or system-matched
  • Default simulation settings - Pre-fill values when creating new simulations
  • Notification preferences - Email and in-app notification controls