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Create your own Organization

Updated

Setting up your Organization

Welcome! You have received an invitation from us to create your own organization. By creating an organization, you and your colleagues can easily start new projects using Virtual Vaults for every step; start in Workspace, go live in the Data Room and close the deal with an Archive. 

How to create your own organization? 

1. You have received an email that looks like the one below:

WS organization mail.png

2. Click on Register for free to get started. After registering or logging in to the Virtual Vaults platform, you will land in the following introduction screen:

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3. Click on Next and you can read through our terms & conditions. Check the box and click on Accept.

You can download a copy of these terms to your computer for safekeeping.

4. Check the information for your Organization

  • The name of your Organization - this will be prefilled by the Sales team of Virtual Vaults 
  • Organization ID - the ID will be displayed in your organization's URL

5. Add the billing info for your Organization

  • You may skip this step for now, but the billing information must be added at a later stage in order to open Data Rooms

6. Invite up to three colleagues to your Organization, who can also invite other colleagues, create Workspaces and create Data Rooms. 

You can allow registered users with the same business email domain as the organization owner (e.g., example@company.com) to join without an invitation. This doesn’t apply to personal email domains like @gmail.com, @outlook.com or similar.

Screenshot 2024-12-17 at 16.52.43.png

Note: If this is enabled, people can join the organization with their Virtual Vaults account even if they don’t have access to their business email anymore (e.g., if they left the company). The organization owners receive a notification when someone new joins.

You can always change it in the Organization Settings:

Screenshot 2024-12-17 at 16.59.27.png

You can invite more colleagues after creating the Organization.

7. Click on Next. You will see your organization overview, so the details, invitees and your subscription plan. 

Is everything as you wish and the information is correct?
Click on Register and your organization will be created.

8. The Organization has successfully been created. 

  • You can plan a kick-off with our Customer Success team, so they can explain how our platform can best support your Organization. This allows them to guide you optimally and ensures that you can get started in the Workspace / Data Room quickly.
  • You may also skip this step and start a new project right away. 
Registration complete.png
Note: When you have created the organization, you will automatically be the primary Organization Owner. Click the link to read more about this role and what an Organization owner can do. 

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