Onboarding

Create an Organization

Start from nothing and set up the organization that everything else hangs off — projects, teams, and permissions.

What this demo covers

1. 1

   Create a new organization and give it a name and profile.

2. 2

   Set the organization details that appear on transmittals and document cover sheets.

3. 3

   Understand how organization-level settings cascade down to every project inside it.

4. 4

   Confirm the organization is ready to receive its first team members.