# Set up your account
Source: https://www.stedi.com/docs/providers/providers-account-setup

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title: Set up your account
sidebarTitle: Set up your account
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You can create and configure your Stedi account in under 5 minutes.

## Create a Stedi account

To create a Stedi account with the **Basic** plan:

1. Go to the [Stedi sign-up page](https://portal.stedi.com/auth/sign-up).
2. Select **Create a healthcare clearinghouse account**.
3. Fill out the sign-up form with your information.
4. On the **Create account** page:
   * Enter the legal name of your company or practice.
   * Select **Basic** as your plan.
   * Click **Continue**.

Stedi begins provisioning your account. You'll be able to submit [transaction enrollment requests](/providers/providers-transaction-enrollment-intro) in about 15 minutes. However, you can start [running eligibility checks](/providers/providers-eligibility-checks) immediately.

### Join existing account

During sign up, Stedi checks whether your email domain is associated with an existing Stedi account. If it is, you can request to join that account instead of creating a new one.

For example, if you sign up with `john.doe@example.com` and your company already has a Stedi account for `example.com`, you'll see the option to request to join it. This helps prevent duplicate accounts for the same organization.

You'll receive an email when the account admin invites you to join the account and log in.

## Add members

Your Stedi account can have many members - a member represents an individual email address used to log into the account. You may want to add additional members so that other individuals in your organization can help manage transactions and troubleshoot issues. Your vendor may also request to be invited to your account, so they can investigate and troubleshoot issues directly during support sessions.

Members can have different roles, depending on the permissions you want them to have within your account. An **Admin** has the highest permissions, and they can access and update all resources in your account, including members and billing details.

To add members to your account:

1. Go to the [Members](https://portal.stedi.com/app/settings/members) page in **Account settings**.
2. Click **Invite member**.
3. Enter the email address of the member you want to add.
4. Select the member's role from the dropdown. We recommend assigning most members to the **Operator** role. This role allows them to manage transactions (like claims and eligibility checks) and submit transaction enrollments requests, but not change account settings or billing information.
5. Click **Send invitation**.

The invited member will receive an email with instructions about how to accept the invitation and log into the account.

<Note>
  Visit [Account members and settings](/providers/providers-accounts-and-billing) for complete details about managing your account, including enabling Multi-Factor Authentication (MFA) and updating your billing information.
</Note>

## (Optional) Install Stedi apps

You can install Stedi apps to quickly connect your account to third-party Revenue Cycle Management (RCM) systems, Practice Management Systems (PMS), Electronic Healthcare Record (EHR) platforms, and other [Platform Partners](https://www.stedi.com/platform-partners).

To install a Stedi app:

1. Go to the [Apps page](https://portal.stedi.com/app/settings/apps).
2. Search through the list of available apps.
3. Click the app you want to install.
4. Click **Generate credentials** to generate SFTP credentials and an API key.
5. Add the details to your vendor account now, because they won't be shown again. Contact your vendor with questions about where to enter this information in their platform.
6. Click **Done**.

The app is now installed, and your vendor can begin submitting transactions through Stedi on your behalf. You can review the transactions your vendor submits, such as new 837 claims, from within the Stedi portal.

## Next step: Transaction enrollment

Are you planning to process claims through Stedi?

If so, you must complete transaction enrollment with each payer before you can receive 835 Electronic Remittance Advice (ERAs). Transaction enrollment is also required for some other types of transactions, like claims and eligibility checks, depending on the payer.

[Start transaction enrollment ->](/providers/providers-transaction-enrollment-intro)