Company Registration
Role: Company admins
Scope: Company portal
Purpose
Capture the legal and display details used across company-facing and employee-facing workflows.
Who this is for
Company admins performing initial onboarding.
Prerequisites
- You are signed in and currently in onboarding.
- Your organization has confirmed who should own company administration.
Step-by-step instructions
1. Search and select your company
Find your organization in the company lookup and select the correct record.
2. Set a display name
Define the public-facing company name shown in portal views and communications.
3. Add a contact email
Provide the operational contact email used for onboarding and follow-up communication.
4. Save and continue
Proceed to the next onboarding step.
What users should expect
- Company identity data is reused in settings, invitations, and payment-related workflows.
- Display name can be adjusted later in settings if needed.
Common issues and troubleshooting
- Company not found in search: verify legal name spelling and CVR context.
- Wrong organization selected: return to the same step and reselect before finishing onboarding.
Verify success
- Company identity fields save successfully and remain visible after reload.
- You can continue to the next onboarding step without missing-field warnings.