How to create Organizations for your customers (available on web only)
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Log in to the app using your channel partner organization
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In the upper right corner, select ‘Add Organization’:
- Enter the name of the organization (e.g., customer’s last name)
- Enter the mailing address associated with the organization
- Select ‘Next’
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Next, select the lead of the organization (usually the customer who will be fiscally responsible for the organization):
- Enter the email address of the lead
- Select ‘Next’
- If the lead is a new user to the system, enter their name
- Note: their role will be set to ‘Owner’
- Select “Save & invite now” or “Save & invite later” depending on whether you are ready to invite the lead right away or you’d like to wait to set up the system first
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That’s it! Your new organization is ready to use.