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Sign-up makes your organization with one site, a full draft of each policy the regulation requires (kept current as the regulation changes), and your own login as its owner. The link opens "Choose a password"; type it twice and tap "Save and continue". You land on the dashboard, and a short tour starts the first time; you can skip it and take it again from Help.

A bar at the top reads "Trial: 30 days left · Plan and billing" for the length of the trial. Nothing is charged automatically, and KeepCount takes no card: KeepCount Inc. invoices the plan, and to start it you write to [email protected] and KeepCount support moves the account to the paid plan. When a trial ends before that, the records stay and everyone can sign in, view and export; nothing can be added or changed until KeepCount support moves the account to the paid plan.

The owner's login can do everything: billing, every site, and who else is an owner or an administrator. Give the day-to-day work to the people who do it (the last step) rather than sharing this login.

To sign out of KeepCount, use Sign out at the top right of the screen; on a phone it is at the foot of the menu. If records made without a connection are still waiting to send, KeepCount says so and asks before it signs you out.