Create an Organization

Applies to:

• CS/Onboarding Admins

• XPAs

• Super Admins

To create a new Organization:

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

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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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3. Click Submit to create the Organization.