# Before you begin

Get your account, organization, and demo data ready before starting any tutorial series.

Source: https://support.toolingmetrics.com/en/start-here/before-you-begin/
Updated: 2026-10-29

## Account

**New to Tooling Metrics:** See [sign up an account](https://support.toolingmetrics.com/en/account/tutorials/create-your-account/) — sign up, confirm your email to activate your account to get started. If you're the site owner or an admin of an organization, continue with the [admin tutorial series](https://support.toolingmetrics.com/en/admin/tutorials/) to set up your organization and invite your team. If you sign up on your own and someone at your company has already signed up, see [log in and get access](https://support.toolingmetrics.com/en/account/tutorials/log-in-and-get-access/) for what to expect from the request-and-approve process.

**Joining an existing organization by invitation:** You'll receive an email invitation — no sign-up needed. Set your password to activate your account, then log in. Once you're in, confirm your group and permission level before starting any role-specific tutorials — each resource requires a minimum permission to create or edit records.

## Browser

Tooling Metrics runs in any modern browser. Chrome, Edge, or Firefox are recommended for the best experience with the 3D CAD viewer.

## User preferences

Set your personal preferences — name, username, locale, time zone, unit system, avatar — from the account menu (your avatar at the bottom of the sidebar) → **Setting**. See [manage your profile](https://support.toolingmetrics.com/en/account/guides/manage-your-profile/).

## Ready?

- **Onboarding your organization?** → Start with the [organization tutorial](https://support.toolingmetrics.com/en/admin/tutorials/)
- **Following the Quickstart demo?** → [Quickstart](https://support.toolingmetrics.com/en/start-here/quickstart/) — sample data download instructions are included there
- **Learning a specific module?** → Go directly to that module's tutorial series
- **Just need to manage your own account?** → [Your account](https://support.toolingmetrics.com/en/account/) — password, profile, notifications, API tokens