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Managing Organizations

Partners can create customer organizations and subscribe them to scanning plans directly from the portal. This ensures that each customer is set up correctly with their own environment and access to the appropriate products.

Creating a New Organization​

To create a new organization:

  1. Log into your partner account and navigate to the Admin -> Organizations from the menu.
  2. Click on New Organization.
  3. Fill out the organization details
  4. Choose Subscription Plan
  • By default, if you have a default plan, the organization will be subscribed to it automatically.
  • If you want to choose a different plan, select Skip Default Subscription and then select the desired plan. See how to create plans in Creating Scanning Plans.
  1. Click Save to finalize.