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Applies to:

  • CS/Onboarding Admins

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  • XPAs

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  • Super Admins

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To create

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a new Organization:

  1. At the top of the Organization list, click + New Organization.

  2. Fill out the required information to create the Organization:

    1. Organization Name

    2. Contact Name

    3. Contact Number

    4. Contact Email

    5. Assign an Onboarding Manager

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