Organization Management

This will guide you through the creation and managements of your Organization.

1. Sign In

2. Organizations

From the main dashboard click on the organizations button on the left hand navigation

3. Add New Organization

Click the add button

4. Organization Name

Fill out the name of your organization

5. Organization Type

You can select a single or multiple type in this section depending on what type of Organization you run. For more information about account types, please visit our Account Types User Guide

6. Create Organization

Once all required information is filled in, click on the create button

7. Next Steps

After creation, you can configure additional organizational settings, browse other organizations, or add another organization

8. Add Branding

To add branding colors and a logo to your organization, click the branding icon

9. Add Company Logo

Here you can add a company logo

10. Brand Colors

Clicking on the get logo colors will automatically add a colored theme based off your logo to your organization or you can choose your own colors clicking on the primary and secondary color.

11. Terms and Conditions

You can add T&Cs to your Organization by clicking on the Terms of Use tab

12. Advanced Configuration

To add further configurations to your site click the configuration button

13. Connect a Design Engine

To connect an external design engine click the + button in the identifiers section

14. Design Engine

Input the Name and Value for the design engine you would like to connect and click add

15. Organization Employee Management

Organizational employee management can be done by clicking the employees tab. You can edit exiting users or add new employees.

16. Add New Employee

To add a new employee click the add user

17. New Employee Creation

Click on create account when new employee information is completed

18. Site Management

Clicking on the Sites button from the left hand navigation menu will display all sites in the current organization

19. Edit Site

Clicking any of the site names will allow you to view and edit a site

20. Add New Site

You can always add a new site to your organization by clicking the add sites button. For further details about site management see this user guide Site Management