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Create an organization

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Summary

Learn how to create an organization in MindBridge.


Go to the Organizations page

Select the logo (or your firm's logo) at the top of the MindBridge sidebar. You will go to the Organizations page.


Create a new organization

  1. Select Create organization.
    You will go to the Create Organization page.
  2. Provide an Organization name and Client ID.
  3. If you like, add additional managers to the organization by entering their email addresses.
  4. To create the organization:
    • Select Save and Exit to create the organization and go back to the Organization page.
    • Select Next to create the organization and proceed automatically to the Create Engagement step.

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