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Create your own Organization

Setting up your Organization

Congratulations! You have received an invitation from us to create your own organization. By creating an organization, you and your colleagues can use the latest addition to our platform: Workspaces.

Work faster, smarter and easier on the preparation of your deal.

How to create your own organization? 

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

register

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

stap 1

3. Click on  Next and select your subscription plan. For instance, the Plus Essentials plan, which is currently the only plan we offer in the trial phase.
Your plan includes several features to use in Workspaces but also the capacity. 
4. After selecting your plan 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.
5. Check the information for your Organization;
  • The name of your Organization - this will be prefilled by the Customer Success team of Virtual Vaults 
  • Organization ID - the ID will be displayed in your organization's URL.
  • Your order summary - with your chosen subscription plan and included  features. 
6. Invite up to three colleagues to your organization, who can also invite other colleagues to the Organization and create Workspaces. 
Additional colleagues can be added after creating the Organization.Domain Invites
You can select the option above if you want users with the same email domain, to be able to join your organization without permission.

Be aware! If you use a personal email address to create the Organization (Gmail, Outlook), this feature will not be supported!  
7. Click on  Next. You will see your organization 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! 
Note: When you have created the organization, you will automatically be the Organization Owner. This means you can see all the Workspaces in your Organization, remove users and add and-or edit the billing details.

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