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.