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CS Admins, Onboarding Admins, XPAs, and Super Admins all have the ability to create an Organization in the XMP. To create an 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

  1. Click Submit to create the Organization.

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