Step 1: Start Sign-Up
If you’re creating a new company:
Provide the name of your website(optional).
If your company doesn’t have a website, type in the company name you’d like to create, then check ‘No website’ twice to confirm uniqueness.
Proceed with verification.
Step 2A: Create a New Company
On the Filio sign-up screen:
Enter your phone number (required) and a password
Add an email address (company email recommended)
Then choose one of two paths:
Leave “My Company is already on Filio” unchecked → You’ll register a new company.
Check “My Company is already on Filio” → You’ll be asked for a Company ID to join your organization.
Step 2B: Join an Existing Company with Company ID
If you’re joining with a personal email:
A modal appears titled “Enter Your Company ID.”
You can either:
Enter the ID (provided by your admin), or
Click “Request from Company Admin” → enter your admin’s email → Filio emails them. The admin can then send you the code.
Company IDs are unique, uneditable codes generated by Filio for each company.
Step 3: Verification Code
If you entered an email, Filio sends the 6-digit code to your email.
If you skipped email, the code is sent to your phone number (SMS).
Enter the code to continue.
Step 4: Office Selection
If your company has multiple offices, a modal will display the list.
Select your office from the dropdown.
Or choose “My office isn’t listed” to create a new one.
Tips and Warnings
If you created a new company:
After verification, you’re automatically assigned the role of Company Super Admin.
As Super Admin, you can manage users, offices, and company-wide settings.
Use a company email to skip the Company ID step.
Always confirm the Company ID with your admin before using it.
For multi-location companies, use the office setup for better organization.
Unstable connections may interrupt verification.
If you can’t obtain the Company ID, use the Request from Admin feature or contact Filio Support.
Set Up or Join Your Company in Filio Today
