> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.controlplusa.ai/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Account Onboarding - Basic Information

# Account Onboarding - Basic Information

## Step 1: Business Account Setup (Step 1 of 2)

Once you’ve registered and logged in, the onboarding process starts with setting up your **Business Account**. This ensures your company information, tax details, and brand assets are stored correctly.

Provide the following information:

* **Company Name**
* **Tax ID Number** (if applicable)
* **Company ID Number** (optional)
* **Email**
* **Website Address**

Next, upload your company logos:

* **Square Logo (Required):** Used for profile and thumbnail views
* **Wide Logo (Optional):** Used in headers or banners

Accepted formats: JPG, PNG, GIF — up to 5 MB.

Click **Next** to continue.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/e/7/3/6e7386c1bb893000/image_ad7e1y.png)



## Step 2: Business Account Setup (Step 2 of 2)

In this step, enter your company’s address and localization details.
Provide:

* **Country, City, Region, and Postal Code**
* **Address** (Line 1–3)
* **Phone Number**
* **Time Zone** (important for campaign scheduling)
* **Language** (interface language)
* **Currency** (used for billing and credit system)

Once complete, click **Submit** to finalize your Business Account setup.


![](https://storage.crisp.chat/users/helpdesk/website/-/6/e/7/3/6e7386c1bb893000/image_ovygwi.png)


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