Creating an Organisation

First Time Sign Up

When you sign up for Brokernote for the first time, you will automatically become the Organisation Admin. You will be prompted to create your organisation immediately and you cannot proceed to the dashboard without completing this step.

NOTE: You cannot create multiple organisations.

Steps to Create

1. Follow the on-screen prompts after signing up.
2. Enter your Company Name and other required details.
3. Click Create.

Inviting Team Members

Once your organisation is set up, you can invite your team:

1. Click the Organisation button (top of the side menu).
2. In the popover menu that appears, enter the email address of the person you want to invite.
3. Click Invite. The user will receive an invite to join your organisation. Auto-licensing rules will apply if seats are available.