How can I connect my user account to a company?

Created by Danielle Crowter Elfving, Modified on Thu, 27 Jun 2024 at 04:13 PM by Danielle Crowter Elfving

To connect your account to a company, you have two different options:


1. Create a new organization:

If it's the first time your company is using the Portal, you should create a new organization. Follow these steps:

  1. Log in to the portal.
  2. In your dashboard, click "Create new organization.
  3. Fill out the form.
  4. Done! Your account will now be the "account manager" of the company. In the account settings, you can change the main account to a different user if needed.


2. Connect to an existing organization:

If your company already has a profile in the Portal, follow these steps:

  1. Log in to the portal.
  2. In your dashboard, click "Connect to an organization."
  3. In the search bar, type the name of your company.
  4. Once you find your company, request access.


Now, the account manager of your organization needs to approve your request before you gain access to your organization.


Additionally, the account manager of your organization can also invite a user by adding their email in the members section from the settings.

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