Setting Up Your Company
Create Your Account First
👉 If you need to create your account, check out the steps here
👉 If you have already created your account, follow the steps below
1. Access Your Account Profile
Click on your photo (or person icon) at the top-right corner
Scroll down to the Company section and click Set Up
2. Click Join a Different Company
The system will look for matches based on your email domain. Since your company has not yet been added, it won't find the correct match.
Click Join a different company
Then, click Create one now
3. Enter company details
Company name (must be unique)
Select company type
Add website (optional)
Enter location
4. Check Company Name
The system will look for similar companies
If matches are found:
You can request to join an existing company
Or continue creating your new company
Inviting Collaborators
Enter team member emails (separate with commas)
If you added corporate emails (which we highly recommend):
Check the box to enable auto-join for your email domain (optional)
This streamlines the process since anyone who signs-up using an email with your company's domain will join automatically and you will not need to approve individual requests.
Click Invite Collaborator to send invitations
If you did not enable auto-join by email domain, you will receive emails from your team members with requests to join
Click Approve Request
Done! Your team members will have access to the Company workspace
📚 Keep Learning 📚