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How to create a new client organization?

Updated over a month ago

As a partner, you have the option to create an organization for a new client. This organization will subsequently be added to your dashboard along with all the organizations you are already working with.

To do this, nothing could be simpler; you need to go to the "Organization" tab and click on "Add"

Once you arrive on the creation page, you will first need to provide the general information of the new organization:

  • Its Name (*required)

  • The subscription start date

  • Its industry sector

  • A logo if you wish (the file size must not exceed 20 MB)

Once the different fields are filled, you will only need to provide the contact person and click on the "Add" button at the bottom of the page.

Your new organization has been created and will automatically appear on your home page.
If you wish, you can go further by tagging this organization as a "Favorite" so that you can find it more easily.


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