Create a new organization

In the navigation bar, you will find an Organization icon that will show you a page with an overview of your clients. To add a new client organization, click the + Client registration button in the top right corner. This will create a new client with a 14-day free trial.

After clicking the + Client registration button, a registration form will appear where you will enter the type of organization (school/company), the name of the organization and the country where the organization is located. If you want to copy your reporting form template to the organization, you check the option Create reporting form from template.

On the next page of the registration form, you will select the plan, currency, fill in the number of employees, indicate who you want us to send invoices to, and fill in the billing email. Finally, you can leave us a note about the client (e.g. preferred method of contact, a note about the price, commission, etc.).

Click OK to confirm registration and create a new client with a 14-day free trial period. Right after creation, you can start managing the organization and add more members.