Account Setup
Complete your account configuration for optimal security monitoring.
Account registration is not yet available. This page previews the setup experience you'll have when CastellanAI launches.
Initial Account Configuration
Follow these steps to set up your CastellanAI account:
Step 1: Verify Your Email
Confirm your email address to activate your account and receive important notifications.
- Check your inbox for the verification email from CastellanAI
- Click the "Verify Email" button in the email
- You'll be redirected to the portal with confirmation
Didn't receive the email? Check your spam folder or request a new verification email from your profile settings.
Step 2: Complete Your Profile
Add essential account information for better collaboration and support:
| Field | Description |
|---|---|
| Email Address | Your email address |
| First Name | Your first name |
| Last Name | Your last name |
| Company Name | Your company or organization name |
| Job Role | Your position (Security Analyst, CISO, IT Manager, etc.) |
| Time Zone | Set your time zone for accurate event timestamps |
| Contact Phone | Optional - for critical alerts and support escalation |
The Profile Settings page where you can update your name, email address, company name, job role, time zone, and contact information.
Step 3: Enable Multi-Factor Authentication
Secure your account with two-factor authentication for enhanced protection.
- Navigate to Profile → Multi-Factor Authentication → Enable Multi-Factor Authentication
- Choose MFA method: Authenticator App (recommended), SMS, or Email
- Follow the setup wizard to configure your chosen method
- Save backup codes in a secure location
The Multi-Factor Authentication setup wizard showing authentication method options.
Highly Recommended: MFA is required for admins and strongly recommended for all users.
Step 4: Deploy Your First Agent
Install the CastellanAI agent on your first endpoint to start collecting security events.
| Platform | Description |
|---|---|
| Windows Agent | Windows Server & Desktop |
| Linux Agent | Ubuntu, RHEL, CentOS, Debian |
| macOS Agent | Intel & Apple Silicon |
Account Settings Overview
Access and manage all account settings from Profile in the Customer Portal:
- Profile Information - Update name, email, job role, and organization details
- Security Settings - Manage password, MFA, and account security
- Billing & Subscription - View plan details, usage, and manage payment methods
Account Security Best Practices
- Use a Strong, Unique Password - Minimum 12 characters with uppercase, lowercase, numbers, and symbols. Never reuse passwords.
- Enable MFA Immediately - Two-factor authentication is your best defense against account compromise.
- Review Login Activity Regularly - Check Settings → Security → Login Activity for any suspicious access attempts.
- Keep Contact Information Updated - Ensure we can reach you for critical security notifications and support.
- Rotate API Keys Periodically - Regenerate API keys every 90 days or immediately if compromised.
What's Next?
- Security Score - Understand your security score and how to improve it
- Invite Your Team - Add team members to collaborate on security monitoring
- Dashboard Tour - Learn about your security dashboard and key features
Need Help with Setup?
Our support team is here to assist with account configuration and onboarding. Don't hesitate to reach out if you need guidance.