getting started
Set up your organization
Create your organization
Your organization is your company workspace. During onboarding you set your legal name, UEI/CAGE, and core details. Everyone you invite joins this organization and shares its proposals, RFPs, and library.
Steps
- Complete the onboarding wizard (org details → profile → plan).
- Add your company capabilities and certifications.
- Invite your team.
You can edit all of this later under Settings → Organization.
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