# Account Setup and Login (Sandbox)

### Getting Started

#### Sign Up Process

1. Visit[ app.askyazi.com](http://app.askyazi.com/)
2. Click Sign Up
3. Register using your work email address
4. Verify your email address through the confirmation link sent to your inbox

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#### 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.

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### 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

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### 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

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### 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

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### 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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