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Adding a new organization

https://youtu.be/DzhurVpt5zY

Method 1: DEMO

Any user can set up their organization on the platform. If the user logs in for the first time (not via invitation), a button will appear on the welcome screen: Add your first organization (demo). **After clicking, the user will be redirected to the organization creation panel.

Method 2: The user already has an account on the platform

However, if the user already belongs to an organization and wants to create a new one, he should click on the icon with his initials, which is located in the upper right corner of the platform, and then select the field with the text from the list – My organizations.

The user will be redirected to the subpage My organizations, where he can preview the organizations he belongs to and add a new organization by clicking on Create an organization:

After that the user enters the name of the organization (1) and selects: Create an organization.

Payment Information:

At the organization creation stage, the user can also update payment details (2). Payment details are needed to pay invoices related to subscription plans. Subscription plans vary in the scope of functionality that will be available to the organization.