Creating your CargoSurge account

Creating a CargoSurge account provisions a tenant — your company's isolated workspace. Every other tenant's data is invisible to yours. This article walks through the sign-up flow and explains the decisions you'll make along the way.

Overview

Sign-up creates three things in one shot:

1. A tenant — your company's top-level container. Has a name, legal name, home country, subdomain, and subscription plan.
2. A root user — you, with role TENANT_ADMIN. You can invite other people later.
3. An initial plan — Trial by default; you can upgrade anytime.

The sign-up flow lives at cargosurge.co.com/signup.

Before you start

Have these ready:

• Company legal name — this is what will appear on your quotations and invoices.
• VAT / tax registration number if applicable (UAE TRN, KSA TIN, India GSTIN). You can add this later, but invoices generated before you set it won't include it.
• Admin email — the email you'll log in with. Most forwarders use a shared inbox like [email protected] so more than one person can reset the password if needed.
• A phone number for MFA — optional at sign-up, required before you add financial records.

Step-by-step

1. 1
   Go to cargosurge.co.com/signup and fill in your company name, contact email, and admin password.
2. 2
   Pick a subdomain. Your team will log in at {subdomain}.cargosurge.co.com. This is permanent — pick carefully. Short, lowercase, no spaces. Example: a company called Al Ain Freight LLC would use alainfreight.
3. 3
   Pick your home country. This affects default currency, VAT behaviour, and which customs templates load for your tenant.
4. 4
   Accept the Terms and click Create Account.
5. 5
   You'll receive a verification email within a minute. Click the link — you can't log in until your email is verified.
6. 6
   On first login, you'll be prompted to enable MFA. Do it now; the setup only takes a minute and you can't skip it on admin accounts after the first payment method is saved.

Common pitfalls

After sign-up

You land on the tenant admin dashboard. Immediate next steps (in order):

1. Set up your company profile — logo, address, VAT, bank details — under Settings → Tenant. These fields flow into every PDF document you generate.
2. Invite your team — see Inviting your team.
3. Choose a paid plan — Trial lasts 14 days; upgrade from Settings → Subscription to keep access after that. See Choosing a subscription plan.
4. Connect payment — save a Stripe card so monthly billing is automatic.
5. Start configuring — depending on which module you lead with, jump to the relevant section in these docs.

If you get stuck at any step, contact support.