Create an organization
What this is for
An organization is the top-level home for your work: it holds your projects, your team members and your billing. Everyone who signs up needs one before they can do anything else, and you can make more later (for a second company or client, for instance). The Create a new organization screen is where you name it, say what kind of organization it is, and pick a plan. Paid plans are paid for right on this screen. When you finish, the dashboard takes you straight on to creating your first project and showing you a test key.Before you start
- You need to be signed in. If you are not, you are sent to the sign-in page first and brought back. See Sign in and sign up.
- If your account uses two-factor sign-in and you have not entered your code in this session, you are sent to the code screen first.
- For Pro or Team: a payment card and a billing address. Any person can create their own organization; you become its owner.
- You may have only one Free organization at a time. See “One Free organization per person” below.
Step by step
1
Open the screen
New accounts arrive here automatically after sign-up. Otherwise open the organization menu in the top bar and choose New organization. The page is headed Create a new organization: “Organizations group your projects. Each one has its own team members and billing settings.”
2
Name it
Type a Name: “What’s the name of your company or team? You can change this later.” It starts with a suggestion built from your email, and must be 2 to 60 characters.
3
Check the URL name
URL name is the short, lowercase version used in addresses. It follows the name as you type; edit it only if you want something different. Use 3 to 40 characters: lowercase letters, numbers and single hyphens. If the name you chose is already taken, the dashboard quietly tries the same name with
-2, -3 and so on up to -5. If none of those is free it says “That URL name is taken. Choose another.”4
Say what kind of organization it is
Open Type: Personal, Startup, Health-tech company, Agency, Healthcare provider or Enterprise. For anything except Personal, a Company size menu appears too: 1 person, 2 - 10, 11 - 50 or 51 or more. It is required (“Choose your company size.”).
5
Choose a plan
Open Plan and pick one: Free - $0/month**, **Pro - $99/month or **Team - $399/month**. Select **Compare plans** to see what each includes. When you choose Pro or Team a **Billing period** switch appears: **Monthly** or **Yearly (Save 20%)**. Yearly shows the monthly equivalent ("Pro - $79/month, billed yearly”; Team is $319).
6
Pay (Pro and Team only)
A Payment section opens: “Charged when you create the organization. Card details go straight to our payment provider; we never see them.”
- Card: your card details.
- Billing address: the name and address on the card. The dashboard works out tax once the address is complete.
- Tax ID type and Tax ID (optional): for a business tax number. The choices are US EIN, EU VAT, UK VAT, Canada BN, Australia ABN and India GST. Leave it blank if you do not have one.
- A Charge breakdown: the plan line (for example “Pro plan, billed monthly”), Tax and Total today. Until your address is complete, Tax reads “Calculated from your billing address” and the total shows as the plan price ”+ tax”. If tax cannot be worked out right away it reads “Added at checkout where it applies”.
7
Agree to the terms, if asked
If you signed up in a way that did not already record your agreement (for example with Google), a box appears: I agree to the Terms of Service and Privacy Policy. Tick it to go on. If you agreed during email sign-up you will not see it.
8
Select Create organization
The button reads Creating… for a Free organization, or Processing payment… for a paid one. A paid purchase may open your bank’s extra check (3-D Secure) in a pop-up; complete it there. Success shows “Organization created” (Free) or “Payment received. Organization created.” (paid), and you move on to the first project.
After you pay: “being activated”
Right after a paid purchase the plan can take a short while to be applied to your new organization. During that time the next screen reads Payment received with a spinner: “Your Pro plan is being activated. This page checks every few seconds and moves on by itself. If it takes more than a few minutes, contact support.” You do not need to refresh. When the plan is applied the page carries on by itself to the project step.One Free organization per person
You can own only one Free organization at a time. If you already do, the Free option is greyed out with the note “You already have a free organization. Choose Pro or Team for another one, or upgrade the one you have from its Billing page.” If you land on the page with both choices unavailable you see You already have a free organization with two buttons: Open followed by the organization’s name (which opens its billing page) and Back to followed by its name. A paid purchase that is still being activated blocks a second paid purchase for a moment: “A paid organization is already being set up for this account. It is ready as soon as its plan is activated, usually within a minute.” The same card with the heading Your paid organization is being set up appears when you reach the page in that state.What happens next
Your new organization starts with an automatic project named Default project. The next screen, Create a project, renames it (or replaces it, if it is untouched) with the name and size you choose. After that:1
The setup screen
A screen headed with your project’s name shows Setting up your project and a short list: Project created, then Creating your test key (it becomes Test key created), then Preparing the sandbox (it becomes Sandbox ready, with the note “Your first request went through.”). When it is done the line reads Your project is ready.
2
Copy your test key
A card titled Your test API key appears with the key and the API URL. It says “Copy it now. It is shown once and cannot be shown again; you can make more on the Access page.” Select the copy button (Copy test key) and store the key somewhere safe. A test key works only against the sandbox, so it is safe to experiment with. Details: Access: API keys.
3
Open the project
Select Open project to land on the project’s Overview. Then follow Your first 10 minutes.
Common questions
Which plan should I pick?
Which plan should I pick?
Free is a shared practice sandbox with test keys and invented data, with no cost. Pro and Team give you your own dedicated server and live keys for real data. Pro includes one project at the Small compute size; Team includes one at Medium with a failover standby. Compare them on the website, and you can change plan later from Billing: see Billing.
Can I change the name or URL name later?
Can I change the name or URL name later?
The name, yes (“You can change this later”): see Organization settings.
Do you store my card number?
Do you store my card number?
No. The card box is provided by our payment provider and your card details go straight to them. The dashboard only receives a reference to the card.
What if my payment fails?
What if my payment fails?
Nothing is created and you can try again with the same or a different card. The screen says “Could not confirm payment. Please try again or use a different card.”