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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

  1. Complete the onboarding wizard (org details → profile → plan).
  2. Add your company capabilities and certifications.
  3. Invite your team.

You can edit all of this later under Settings → Organization.

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