--- title: Getting started | Knowledge Base description: Everything between your invitation email and a working account — signing in, securing your login, and the six setup steps that make Omega usable on day one. --- [Skip to content](https://help.omegafp.com/getting-started#main-content) English Show submenu for translations ![Omega dark evened](https://help.omegafp.com/hubfs/Omega%20dark%20evened.svg) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://www.omegafp.com/contact) [Contact us](https://www.omegafp.com/contact) Ask away! - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.omegafp.com/) 2. [Getting started](https://help.omegafp.com/getting-started) # Getting started Everything between your invitation email and a working account — signing in, securing your login, and the six setup steps that make Omega usable on day one. ## Trial and activation - [How do I convert my trial to a paid account?](https://help.omegafp.com/kb_base/how-do-i-convert-my-trial-to-a-paid-account) - [What happens to my data when the trial ends?](https://help.omegafp.com/kb_base/what-happens-to-my-data-when-the-trial-ends) - [Can I extend my trial, and what does it include?](https://help.omegafp.com/kb_base/can-i-extend-my-trial-and-what-does-it-include) ## Account setup checklist - [How do I set my firm name, logo, and branding?](https://help.omegafp.com/kb_base/how-do-i-set-my-firm-name-logo-and-branding) - [How do I add my email signature?](https://help.omegafp.com/kb_base/how-do-i-add-my-email-signature) - [How do I complete my user profile?](https://help.omegafp.com/kb_base/how-do-i-complete-my-user-profile) - [How do I invite my team to Omega?](https://help.omegafp.com/kb_base/how-do-i-invite-my-team-to-omega) - [Is there a guided onboarding or implementation call?](https://help.omegafp.com/kb_base/is-there-a-guided-onboarding-or-implementation-call) - [What should I set up first in a new Omega account?](https://help.omegafp.com/kb_base/what-should-i-set-up-first-in-a-new-omega-account) See less ▼ ## First login - [How do I log in to OmegaFP for the first time?](https://help.omegafp.com/kb_base/how-do-i-log-in-to-omegafp-for-the-first-time) - [I lost my 2FA device — how do I regain access?](https://help.omegafp.com/kb_base/i-lost-my-2fa-device-how-do-i-regain-access) - [How do I set up two-factor authentication?](https://help.omegafp.com/kb_base/how-do-i-set-up-two-factor-authentication) - [Why am I being logged out repeatedly?](https://help.omegafp.com/kb_base/why-am-i-being-logged-out-repeatedly) - [My invitation link expired. How do I get a new one?](https://help.omegafp.com/kb_base/my-invitation-link-expired-how-do-i-get-a-new-one) - [Where do I go to log in?](https://help.omegafp.com/kb_base/where-do-i-go-to-log-in) - [Can I log in with Google or Microsoft?](https://help.omegafp.com/kb_base/can-i-log-in-with-google-or-microsoft) - [How do I set or reset my password?](https://help.omegafp.com/kb_base/how-do-i-set-or-reset-my-password) - [What are the password requirements?](https://help.omegafp.com/kb_base/what-are-the-password-requirements) - [I never received my invitation email — what do I do?](https://help.omegafp.com/kb_base/i-never-received-my-invitation-email-what-do-i-do) See less ▼ - [Getting started](https://help.omegafp.com/getting-started#main-content) - [Trial and activation](https://help.omegafp.com/getting-started#trial-and-activation) - [Account setup checklist](https://help.omegafp.com/getting-started#account-setup-checklist) - [First login](https://help.omegafp.com/getting-started#first-login) - [Troubleshooting](https://help.omegafp.com/troubleshooting#main-content) - [Common problems](https://help.omegafp.com/troubleshooting#common-problems) - [First things to try](https://help.omegafp.com/troubleshooting#first-things-to-try) - [Reporting a problem](https://help.omegafp.com/troubleshooting#reporting-a-problem) - [Integrations](https://help.omegafp.com/integrations) - [Calendar & Scheduling](https://help.omegafp.com/calendar-scheduling#main-content) - [Connecting your calendar](https://help.omegafp.com/calendar-scheduling#connecting-your-calendar) - [The Scheduler](https://help.omegafp.com/calendar-scheduling#the-scheduler) - [Using the calendar](https://help.omegafp.com/calendar-scheduling#using-the-calendar) - [Importing & Migrating Data](https://help.omegafp.com/importing-migrating-data#main-content) - [CSV and Excel import](https://help.omegafp.com/importing-migrating-data#csv-and-excel-import) - [Migration from another CRM](https://help.omegafp.com/importing-migrating-data#migration-from-another-crm) - [Tasks & Workflows](https://help.omegafp.com/tasks-workflows#main-content) - [Multi-step tasks (workflows)](https://help.omegafp.com/tasks-workflows#multi-step-tasks-workflows) - [Tasks](https://help.omegafp.com/tasks-workflows#tasks) - [Templates](https://help.omegafp.com/tasks-workflows#templates) - [Contacts & Client Records](https://help.omegafp.com/contacts-client-records#main-content) - [Households and relationships](https://help.omegafp.com/contacts-client-records#households-and-relationships) - [The client record](https://help.omegafp.com/contacts-client-records#the-client-record) - [Creating and editing](https://help.omegafp.com/contacts-client-records#creating-and-editing) - [Email & Communication](https://help.omegafp.com/email-communication#main-content) - [Texting (SMS)](https://help.omegafp.com/email-communication#texting-sms) - [Sending email](https://help.omegafp.com/email-communication#sending-email) - [Organizing your inbox](https://help.omegafp.com/email-communication#organizing-your-inbox) - [Connecting your mailbox](https://help.omegafp.com/email-communication#connecting-your-mailbox) - [LinkedIn](https://help.omegafp.com/email-communication#linkedin) - [Billing & Subscription](https://help.omegafp.com/billing-subscription#main-content) - [Billing your clients](https://help.omegafp.com/billing-subscription#billing-your-clients) - [Your OmegaFP subscription](https://help.omegafp.com/billing-subscription#your-omegafp-subscription) - [Team & Permissions](https://help.omegafp.com/team-permissions) - [Research & Analysis Chat](https://help.omegafp.com/research-analysis-chat) - [Customization](https://help.omegafp.com/customization) - [Support & Success](https://help.omegafp.com/support-success) - [Compliance & Recordkeeping](https://help.omegafp.com/compliance-recordkeeping) - [Client Portal](https://help.omegafp.com/client-portal#main-content) - [For clients — using the portal](https://help.omegafp.com/client-portal#for-clients-using-the-portal) - [For advisors — setting up the portal](https://help.omegafp.com/client-portal#for-advisors-setting-up-the-portal) - [Pipelines & Opportunities](https://help.omegafp.com/pipelines-opportunities#main-content) - [Opportunities](https://help.omegafp.com/pipelines-opportunities#opportunities) - [Notetaker](https://help.omegafp.com/notetaker#main-content) - [What you get after a meeting](https://help.omegafp.com/notetaker#what-you-get-after-a-meeting) - [Consent and compliance](https://help.omegafp.com/notetaker#consent-and-compliance) - [Getting meetings recorded](https://help.omegafp.com/notetaker#getting-meetings-recorded) - [Security & Privacy](https://help.omegafp.com/security-privacy#main-content) - [Account security](https://help.omegafp.com/security-privacy#account-security) - [Platform security](https://help.omegafp.com/security-privacy#platform-security) - [Automations](https://help.omegafp.com/automations) - [Dashboard & Activity Reporting](https://help.omegafp.com/dashboard-activity-reporting) - [Clips & Desktop Capture](https://help.omegafp.com/clips-desktop-capture#main-content) - [Clips — async video](https://help.omegafp.com/clips-desktop-capture#clips-async-video) - [Desktop Capture — the OmegaFP Notetaker app](https://help.omegafp.com/clips-desktop-capture#desktop-capture-the-omegafp-notetaker-app) - [Search & Filters](https://help.omegafp.com/search-filters) - [Glossary & Concepts](https://help.omegafp.com/glossary-concepts) - [Documents](https://help.omegafp.com/documents#main-content) - [Working with documents](https://help.omegafp.com/documents#working-with-documents) - [Virtual Assistant](https://help.omegafp.com/virtual-assistant#main-content) - [Basics](https://help.omegafp.com/virtual-assistant#basics) - [Oversight](https://help.omegafp.com/virtual-assistant#oversight) - [Routines — scheduled work](https://help.omegafp.com/virtual-assistant#routines-scheduled-work) - [Data Export & Offboarding](https://help.omegafp.com/data-export-offboarding) - [Notifications](https://help.omegafp.com/notifications) - [Navigating Omega](https://help.omegafp.com/navigating-omega) - [Omega Agents](https://help.omegafp.com/omega-agents) [![Omega white evened](https://help.omegafp.com/hubfs/Omega%20white%20evened.svg "Omega white evened")](https://help.omegafp.com/) A Smarter Operating System for Financial Advisors. 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