Creating a New Instance of the Platform

Note

You must have the role of Owner to create a new instance of the Platform.

To create a new instance of the Platform:

  1. Click the drop-down arrow on the Organization List, then select New Organization.

  2. Enter an Organization Name. This name cannot be changed once you click Create. The Display name for the organization can be changed in Settings - Account Settings.

  3. Use the drop-down menu to select a Time zone. This cannot be changed once you click Create.
  4. Use the drop-down menu to select a Plan.
  5. Click Create.

Watch a video demonstration on creating a new Platform instance. 

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