How to Add a New Organization? Follow
Step 1: Log in to Your AutyFi.ai Account
- Log in using your email and password.
- If you don’t have an account, sign up first.
Step 2: Navigate to "Profile Logo"
- Click on the profile logo on the dashboard at the top right corner.
Step 3: Select Organization
- From the drop-down menu, select the 'Organization' tab.
Step 4: Click the Setting Icon
- Click the 'Add New' button in the Organization section.
- This button can be found by clicking on the setting icon.
Step 5: Fill in Organization Details
- A form will pop up. Fill in all the required fields. It will take some time. Keep filling in the information, click save, and move to the next page. This way, you can complete each leaf one by one.
- Double-check for accuracy before proceeding.
Step 6: Confirm and Save
- Click the 'Save' button at the bottom of the form.
- A confirmation message indicates the new organization has been successfully added.
Editing Organization Details
- You can edit the organization's details or add users later by navigating to the 'Account Management' section.
Following these steps, you can easily add a new organization to AutyFi.ai.
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