Create an Organization

Owned by Gabrielle Pollack
Last updated: Sept 27, 2023
1 min read

Applies to:

  • CS/Onboarding Admins

  • XPAs

  • Super Admins

To create 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

  1. Click Submit to create the Organization.