To connect your account to a company, you have two different options:
1. Create a new organisation:
If it's the first time your company is using the Portal, you should create a new organisation. Follow these steps:
- Log in to the portal.
- In your dashboard, click "Create a new organisation".
- Fill out the form.
- Done! Your account will now be the "account manager" of the company. In the account settings, you can make a different user manager of the account.
The user that is the account manager has a key next to their name in the organisation settings
2. Connect to an existing organization:
If your company already has a profile in the Portal, follow these steps:
- Log in to the portal.
- In your dashboard, click "Connect to an organisation".
- In the search bar, type the name of your company.
- Once you find your company, request access.
- Now, the account manager of your organisation needs to approve your request before you gain access to your organisation.
Additionally, the account manager of your organisation can also invite a user by adding their email in the members section from the settings.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article