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Creating Your Account

Set up your DrillerDB account and configure your company

Creating Your Account

Getting started with DrillerDB is quick and easy. This guide walks you through creating your account, setting up your company, and inviting your team.

Sign Up Options

DrillerDB offers two convenient ways to create your account:

Google Sign-In (Recommended)

The fastest way to get started is with Google authentication:

  1. Visit app.drillerdb.com
  2. Click "Sign in with Google"
  3. Select your Google account
  4. Grant DrillerDB permission to access your basic profile
  5. Complete your company setup

Benefits of Google Sign-In:

  • Quick one-click authentication
  • No password to remember
  • Enhanced security with Google's authentication
  • Automatic account verification

Email & Password

Prefer traditional login? Create an account with email:

  1. Visit app.drillerdb.com
  2. Enter your email address and create a password
  3. Verify your email address
  4. Complete your company setup

Password requirements:

  • Minimum 8 characters
  • Mix of letters and numbers recommended
  • Stored securely with modern encryption

Company Setup

After creating your account, you'll configure your company settings:

Basic Information

Set up your company profile:

  • Company Name - Your business name as it appears on invoices
  • Address - Physical business address
  • Phone & Email - Primary contact information
  • Website - Your company website (optional)

Business Settings

Configure operational preferences:

  • Time Zone - Set your local time zone for scheduling
  • Date Format - Choose your preferred date display
  • Currency - Set billing currency
  • Company Logo - Upload your logo for invoices and reports

Initial Configuration

Choose your plan and features:

  • Select subscription tier (Basic, Professional, or Enterprise)
  • Enable optional modules (Equipment, Inventory, Lab)
  • Set up billing information
  • Configure notification preferences

User Roles & Permissions

DrillerDB has four user roles with different access levels:

Admin

Full system access including:

  • Company settings and billing
  • User management
  • All project operations
  • Financial data and reports

Office

Office staff access:

  • Create and manage projects
  • Customer database
  • Invoicing and payments
  • Scheduling and reports
  • Cannot modify company settings

Field

Field crew access:

  • View assigned projects
  • Submit daily logs and reports
  • Upload photos and documents
  • GPS check-ins
  • Limited to field operations only

User

Basic read-only access:

  • View projects assigned to them
  • Access basic reports
  • No editing capabilities

Inviting Team Members

Add your team after initial setup:

  1. Navigate to Settings in the sidebar
  2. Click Users & Permissions
  3. Click Invite User
  4. Enter their email address
  5. Select their role (Admin, Office, Field, or User)
  6. Click Send Invitation

The team member will receive an email with instructions to create their account and join your company.

Troubleshooting

Can't Sign In with Google

If Google Sign-In isn't working:

  • Ensure pop-ups are enabled for app.drillerdb.com
  • Try clearing your browser cache
  • Make sure you're using a supported browser (Chrome, Firefox, Safari, Edge)
  • Check that cookies are enabled

Didn't Receive Verification Email

If you don't see the verification email:

  • Check your spam/junk folder
  • Verify you entered the correct email address
  • Wait 5-10 minutes (emails can be delayed)
  • Contact support@drillerdb.com for assistance

Account Linking

If you previously created an account with email and later try to sign in with Google using the same email address, DrillerDB will send you a verification email to link the accounts. Check your email and click the verification link to complete the linking process.

Forgot Password

Reset your password anytime:

  1. Click "Forgot Password?" on the sign-in page
  2. Enter your email address
  3. Check your email for the reset link
  4. Click the link and create a new password
  5. Sign in with your new password

Security Features

DrillerDB uses industry-standard security:

  • HTTPS/TLS Encryption - All data transmitted securely
  • CSRF Protection - Cross-site request forgery prevention
  • Session Management - Automatic timeout for inactive sessions
  • Secure Password Storage - Passwords encrypted with bcrypt
  • Role-Based Access Control - Granular permission management

Next Steps

Once your account is created:

  1. Complete your company profile in Settings
  2. Invite team members to collaborate
  3. Explore the dashboard and familiarize yourself with the interface
  4. Create your first project to start tracking work
  5. Set up integrations like QuickBooks or Stripe (optional)

Need Help?

  • In-App Support: Click the Help icon in the sidebar
  • Email: support@drillerdb.com
  • Live Chat: Available during business hours
  • Documentation: Browse this knowledge base for detailed guides