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An organization is a buyer company. Its people share its requests, reports and invoices. Find them under Organizations in the sidebar.
The organizations list

Organizations

Add an organization

1

Click Add organization

Fill in Organization, Kind (Pharma, Biotech, Agency, Investor or Other), Website and Billing email.
2

Add the first person

Enter their Name and Email. This person becomes the company’s Admin and can invite colleagues.
3

Click Create and invite

The first person gets an email with a sign-in link.
The platform also creates an organization automatically when someone signs up or accepts a quote.

An organization’s page

An organization page with notes, people, requests and invoices

An organization

  • Notes: who to call, what they buy, what they said. Only staff see them. Click Edit. Then click Save notes.
  • Invite someone: add another person as a Member or an Admin.
  • People, Requests and Invoices for the company.
  • New invoice: raises an invoice for this company.
To resend a sign-in link, or to turn someone’s account off, use Staff and users.