Account Registration
Creating a Datafi account takes just a few minutes. This page walks you through every step, from sign-up to your first look at the platform.
Before You Register
Make sure you have the following ready:
- A company email address (e.g.,
[email protected]). - Your company name (this becomes your workspace name).
- A supported browser (see System Requirements).
Datafi requires a company or organizational email address. Addresses from free email providers such as Gmail, Yahoo, Outlook.com, and similar services cannot be used to register. This policy ensures that workspaces are tied to verified organizations.
Step-by-Step Registration
Step 1: Navigate to the Sign-Up Page
Open your browser and go to home.datafi.us. On the login screen, look for the option to create a new account and select it.
Step 2: Enter Your Company Email
Provide your company email address. Datafi uses this address to:
- Verify your identity.
- Associate your account with your organization's workspace.
- Send you important account notifications.
If someone at your organization has already created a Datafi workspace, they can invite you directly. Check with your team before creating a new workspace -- you may already have an invitation waiting in your inbox.
Step 3: Provide Your Company Name
Enter your company or organization name. This name is used to create your workspace -- the top-level container for all of your organization's data sources, policies, users, and configurations.
Key points about workspaces:
- The workspace name is visible to all members of your organization on the platform.
- You can have multiple users within a single workspace.
- Workspace settings (data sources, policies, billing) are managed by administrators.
Step 4: Set Your Password
Choose a strong password for your account. Follow standard best practices:
- At least 12 characters.
- A mix of uppercase and lowercase letters, numbers, and symbols.
- Avoid reusing passwords from other services.
If your organization uses Google or Microsoft single sign-on, you may be able to skip password creation and authenticate directly through your identity provider. See Logging In for details on SSO.
Step 5: Select Sample Data (Optional)
During registration, Datafi offers you the option to load sample datasets into your workspace. These datasets let you explore the platform's features -- querying, Data Views, policies, and more -- without needing to connect your own data sources right away.
Selecting sample data is recommended if:
- You are evaluating Datafi for the first time.
- You want to follow along with tutorials and guides in this documentation.
- You want to test policies and permissions before connecting production data.
You can remove sample data at any time after setup.
Step 6: Verify Your Email
After completing the registration form, Datafi sends a verification email to the address you provided. Open the email and click the verification link to activate your account.
| Issue | Resolution |
|---|---|
| Verification email not received | Check your spam/junk folder. Ensure datafi.us is allowlisted. |
| Verification link expired | Return to home.datafi.us and request a new verification email. |
| Wrong email entered during registration | Register again with the correct email address. |
Corporate email filters sometimes flag automated messages. If you do not see the verification email within a few minutes, check your spam or junk folder before requesting a new one.
Step 7: Sign In
Once your email is verified, return to home.datafi.us and sign in with your credentials. You are taken to the Home page, where you can start exploring the platform.
What Happens After Registration
When you sign in for the first time, your workspace is ready with the following:
- Home page with Quick Access and the Action Center.
- Discover page where you can browse connected data sources (and sample data, if selected).
- Default policies that your workspace administrator can customize.
- Access to a 30-day free trial of Datafi's full feature set (see Plans and Billing).
Inviting Team Members
After your workspace is set up, you can invite colleagues to join. Invited users receive an email with a link to join your existing workspace -- they do not need to create a new one.
To invite users:
- Navigate to the Administration section of the platform.
- Select user management.
- Enter the email addresses of the people you want to invite.
- Assign appropriate roles and permissions.
Invite a small group of power users first. Let them explore the platform, connect initial data sources, and define baseline policies before rolling out to the broader organization.
Next Steps
With your account created and verified, continue to Logging In to learn about authentication options, including SSO and multi-factor authentication.