Create your organization

Sign up

1. 1Create an account from the sign-up page using your work email.
2. 2On the Set up your company screen, enter your name and your company name.
3. 3You land on the Dashboard as the owner of the new company.

If you already belong to a company, the setup screen is skipped and you go straight to the Dashboard.

What the owner controls

• The company name, editable under Settings → Workspace.
• Team invitations, roles, and location assignments.
• Billing, including plan changes and cancellation.
• Employee Portal and Renewal Autopilot settings.
• The manual reminder test run.

Joining an existing company

If a colleague already created the company, ask them to invite you from Team instead of signing up separately. Each account belongs to one company, and a second sign-up creates a second, unrelated workspace.