user-plusAccount Setup and Login (Sandbox)

Getting Started

Sign Up Process

  1. Click Sign Up

  2. Register using your work email address

  3. Verify your email address through the confirmation link sent to your inbox

Login Options

Once you’ve created your account, you can sign in using any of three methods:

  • Email and password — the credentials you set during registration

  • Google — sign in with your Google account (single sign-on)

  • Microsoft — sign in with your Microsoft account (single sign-on)

All login methods provide access to the same account and data.


Joining an Organization

Access Code

If you’ve been invited to join an existing organization (rather than creating your own), you’ll need an access code provided by your team administrator.

After logging in for the first time:

  1. Enter the access code when prompted

  2. You’ll be added to the organization workspace

  3. You’ll have access to shared studies, broadcasts, and settings based on your assigned permissions

Organization vs. Individual Accounts

  • Individual account — you create and manage your own studies independently

  • Organization account — you’re part of a team workspace with shared resources, collaborative access, and centralized billing


Sandbox Mode

What Is Sandbox Mode?

When you first sign up, your account starts in sandbox mode. This is a full-featured trial environment that lets you:

  • Build and test complete studies using all available features

  • Experience the full participant journey using Yazi’s test WhatsApp number

  • Export sample data (limited to 10 rows)

  • Learn the platform without any restrictions on functionality

Sandbox vs. Premium Features

Feature

Sandbox Mode

Premium Account

Study building

Full access to all question types and configurations

Same

AI interviews

Full AI interview capability with all configuration options

Same

Testing

Complete participant testing using Yazi’s test number

Plus your own dedicated WhatsApp number

Data export

Limited to 10 rows of sample data

Unlimited data export

Broadcast sending

Cannot send broadcasts to real participants

Full broadcast capability with your WhatsApp number

Live connections

Not available

Google Sheets, SharePoint integration

Participant volume

Testing only

Based on your pricing tier

Why Start in Sandbox?

Sandbox mode allows you to:

  • Learn the platform — build familiarity with all features before committing to a paid plan

  • Test your study design — complete the full participant experience and refine your approach

  • Demonstrate to stakeholders — show colleagues and clients how the platform works

  • Plan your projects — build complete studies and get accurate pricing before launch

Moving from Sandbox to Premium

When you upgrade to a premium account:

  • All your work carries over — studies built in sandbox can be published with your dedicated number

  • No rebuild required — questions, configurations, and designs transfer seamlessly

  • Immediate access — your dedicated WhatsApp number is provisioned quickly once Meta Business Manager access is provided


Account Security

Password Requirements

  • Minimum 8 characters

  • Include at least one uppercase letter, lowercase letter, and number

  • Special characters recommended but not required

Two-Factor Authentication

While not required, consider enabling 2FA on your Google or Microsoft account if using single sign-on, as this will secure your Yazi access as well.

Data Privacy

  • All account data is stored securely with enterprise-grade encryption

  • Participant data is processed in compliance with GDPR and regional privacy regulations

  • You can delete your account and all associated data at any time through the settings panel


Getting Help

First Steps

Once logged in, you can:

  • Explore the interface — all features are available in sandbox mode

  • Build a test study — try creating a survey, AI interview, or diary study

  • Complete it yourself — use the test link to experience the participant journey

  • Review the results — see how data appears in all the results tabs

Support Channels

  • In-app feedback — use the feedback button in the navigation to report issues or ask questions

  • Documentation — comprehensive guides available for all features

  • WhatsApp support group — join the support community for quick assistance during setup

Next Steps

Ready to launch your first real study? See [Setting Up Your WhatsApp Number] for the upgrade process and [Creating a New Study] to start building your research.

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