Here you will learn how to add a new organization while logged in as a contact.
Step-by-
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Step Guide
- Login to as a contact store.yourwebsiteaddress.com/home/dashboard.html
- Click "Organizations" on the dashboard navigation
- Click "Create New Organization"
- Enter your organization information
- Click "Create and Continue" at bottom of page
- Once you create your organization you will notice you are the first member of your organization.
- It's not required but you will be able to invite other team mates to your organization.
- If you do decide to invite other members to your organization you may want to adjust what permissions you allow prior to inviting them by changing the Global Role Permissions (Default).
- The Global Role Permissions (Default) can be overrode by editing a member directly and then updating their specific privileges.
- The Global Role Permissions (Default) can be overrode by editing a member directly and then updating their specific privileges.
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