Skip to content

Entering company, invoice and administrator details

In steps 3 and 4 of the purchase wizard, you enter your company, the company code that will form your dashboard address, your billing information and the organization dashboard's first administrator.

  • Anyone making the purchasing decision.

How do I enter company, billing and administrator information?

In step 3 of the purchase wizard. Who can do this: anyone making the purchasing decision. Company, billing and administrator information is completed; the next step is confirmation and payment. you enter your company, the company code that will form your dashboard address, your billing information and the organization dashboard's first administrator. You can move between steps with Back and Continue and refresh the page; what you've entered is preserved.

Steps

  1. 3. Plan step Company nameand Company codeEnter the. Your dashboard address is built from this code; whether the code is available is shown right below the field.

    Buy step 3: Company and billing (sample data)
    1. 1Your dashboard address is built from this code
    2. 2Invoice information
  2. Billing name, Tax ID / national ID number, Tax office and Billing address – phone is optional. Continue.

  3. 4. Administrator account step, enter the first administrator's full name, email and username for the organization dashboard.

    Buy step 4: Administrator account (with demo data)
    1. 3Dashboard sign-in username
    2. 4Password strength
  4. Set a password; the indicator below the field shows its strength. A long passphrase is the strongest. Continue.

Result Once the company, invoice and administrator details are complete, the next step is confirmation and payment. After payment, you sign in to the dashboard with this username and password.
If I go back, will my information be lost? No. Back and Continue you can move between steps and refresh the page; what you've entered is preserved. For security, only the password is asked again.
Can the company code be changed later? Your dashboard address is built from this code, so choose it carefully. If you would like to sign in from your own subdomain, see Access the dashboard from your own subdomain.

Related pages