Create an Organization

Step-by-step instructions: Create a new workspace
Written by Keith Gillette
Updated 1 month ago

You're automatically part of an Organization when you register with TaskTrain. You may create multiple Organization workspaces with separate Accounts, Manuals, Procedures, Content, and Assignments under a separate Billing Plans.

  1. Select Create Organization from the User menu at the top of the left Navigation pane to open the Create Organization dialog.

  2. Enter the requested General information for your Organization information in the provided fields:
    1. Organization Name: Mandatory name for workspace
    2. E-mail Address: You may reuse the same e-mail address you used for your username or choose a different address for each organization to which you belong
    3. Organization Description: Optional description
    4. Economic Sector(s): Optional categorization
  3. Choose a Billing Plan and Payment Term for the Organization to set the featureset and cost. You may only be a Member of one free-tier Organization.
  4. Enter valid credit card information if you have selected a paid-tier plan
  5. Press Create to create your new workspace


Related Articles

Overview

  1. Organizations Overview

Step-by-Step

  1. Add members to your Organization

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