This guide provides step-by-step instructions on creating an account and a workspace in the organization portal, including adding essential details like Workspace name, Pixel ID, Social Pages, and Default Settings.
Creating an account
How do I start creating an account in the organization portal?
To begin creating an account in the organization portal, follow these steps:
Go to the organization portal and click on +Create account in the top right corner.
What information do I need to provide when creating an account?
When creating an account, you must provide the following information:
Enter the account name, company address, VAT, and currency, etc.
If you toggle 'Use organization details' on, the system automatically brings your organization details.
Creating a workspace
How do I start creating a workspace in the organization portal?
To begin creating a workspace follow these steps:
In the organization portal, click on the relevant account on the left you want to create a workspace in
Click on + Create workspace on the top right corner.
Enter Workspace name.
Then click on Create.
