How do I set up my organization?
The first time you sign in to a new SuperLedger account, you're asked to name your organization. On the Set up your organization screen, enter your Organization Name (your agency or company name), optionally add Your Name, and click Get Started. This takes about ten seconds and only happens once.
Before you start:
- A SuperLedger account (see How do I create my account?).
- Your agency or company name.
Steps
- After signing in for the first time, you'll see Set up your organization.
- Enter your Organization Name — your company or agency name. This field is required and must be at least 2 characters.
- Optionally enter Your Name (how you'd like to be addressed). 📷 Screenshot coming soon"Set up your organization" form
- Click Get Started.
What happens next
Your organization is created and you're taken to your Dashboard. You'll see a confirmation that your organization is ready. From here, your next step is usually to connect GoHighLevel so your call and chat data starts flowing in. You can invite your team at any time after setup.
How it works
This screen only appears when your account doesn't yet belong to an organization. If you were invited into an existing organization, you skip this step entirely and go straight to that organization.