---
title: "Onboarding Checklist"
url: "https://help.getdecode.io/en/article/onboarding-checklist"
language: "en"
last_updated: "2026-08-19T09:26:16.985Z"
---

# Onboarding Checklist

**Overview**

Use this checklist to track your progress as you get started with Decode. Each item links to the article that walks you through it.

**Understand Decode**

-   [Read *Getting Started with Decode*](https://help.getdecode.io/en/article/getting-started-with-decode-copy)
-   [Read *Five-Minute Tour of Decode*](https://help.getdecode.io/en/article/five-minute-tour-of-decode)

**Set up your account**

-   [Create your account](https://help.getdecode.io/en/article/how-to-create-an-account-sign-up-in-decode)
-   Sign up with [Google SSO](https://help.getdecode.io/en/article/sign-up-using-google-sso), [Microsoft SSO](https://help.getdecode.io/en/article/sign-up-using-microsoft-sso), or an [invite link](https://help.getdecode.io/en/article/how-to-sign-up-using-invite-link)
-   Set a password or reset one if needed, using [*Reset Your Password*](https://help.getdecode.io/en/article/two-factor-authentication)
-   [Enable *Two-Factor Authentication* to secure your account](https://help.getdecode.io/en/article/two-factor-authentication-copy)

**Get oriented**

-   [Explore *The Decode Dashboard*](https://help.getdecode.io/en/article/decode-dashboard)
-   [Try *Demo Mode* to see how Decode works before using your own data](https://help.getdecode.io/en/article/demo-mode-in-decode)
-   [Read *Choose Your Starting Point by Role* to find where to begin](https://help.getdecode.io/en/article/choose-your-starting-point-by-role)

**Set up your workspace**

-   [*Invite Users* to your workspace](https://help.getdecode.io/en/article/how-to-invite-users)
-   [*Create a Team*](https://help.getdecode.io/en/article/d41cff52-886f-4f7a-9ac6-703d6ecf0521), and understand [how team access works using *What is a Team on Decode?*](https://help.getdecode.io/en/article/d41cff52-886f-4f7a-9ac6-703d6ecf0521-copy)
-   [Switch between teams from the top-left of your Dashboard if you belong to more than one](https://help.getdecode.io/en/article/d41cff52-886f-4f7a-9ac6-703d6ecf0521-copy-copy)

**Run your first study**

-   [*Choose a Study Type*](https://help.getdecode.io/en/article/choose-a-study-type)
-   [*Recruit Your First Participants*](https://help.getdecode.io/en/article/recruit-your-first-participants)
-   [*Launch a Study*](https://help.getdecode.io/en/article/launch-a-study)
-   [*Read Your First Report*](https://help.getdecode.io/en/article/read-your-first-report)

**Once complete**

Once every item on this checklist is done, you've published your first study and viewed your first set of results, then you're fully set up in Decode. From here, explore the dedicated sections for Consumer Insights, User Research, AI Creative Insights, AI Moderator, and Insights Hub to go deeper into the capability that fits your goals.