Enterprise Tutorial

Create New Organization

schedule 2 min read

Partners and resellers can create a new customer organization to manage their license keys. This process is typically used for onboarding new clients or setting up separate environments for different business units.

To create a new organization go to side navigation menu and click on Organizations. Then click on Add new Organization button on the top-right corner. Fill in the organization details and click Create new Organization.

Create Organization has basically 3 steps. 1) Organization details. 2) Product Selection. 3) Admin user informaton

Step 1: Organization Details

In the 1st step specifiy organization details, like Organization Name, Contact No, Country, Address. If Country is India the PAN number and GSTIN number can be given.

Step 3: Portal Access

Select the products that can be accessed by the protal users. Atleast one protal must be selected.

Select adminconsole.systweakpdfeditor.com if organization wants Systweak Key Management portal access to manage licenses of Systweak Pdf Editor software.
Select systweakesign.com if organization wants Systweak eSign portal access to manage document esigning automation.
Select both adminconsole.systweakpdfeditor.com and systweakesign.com if organization wants access to both Systweak Key Management portal and Systweak eSign portal access.
Selected eSign Plan from the below dropdown for the Organization if systweakesign.com is selected.

Step 3: Setup Organization Administrator

The Organization Administrator has unrestricted access. We strongly recommend Two Factor Authentication for this role. Use a team-managed mailbox for this identity to avoid continuity gaps during personnel transitions.

While creating a new organization, you can also setup organization administrator account by entering email address and name. If you need to add more administrator or users, you can always create the user account from the organization users page.

Enter User name and email.
Keep eSign User checbox unchecked if you want that this use will not sign the documents and will perform only administrative task on the eSign portal.
Check the eSign User checbox if you want that this use will eSign the documents. This use will be counted in the allowd users in the selected eSign Plan users

To Finish creating organization, click on Create new Organization button. After the organization is created, you can manage the organization and its users from the organization details page.