Creating an Organization

1. Log into Nx Connect as a Channel Partner Administrator.
2. Select the Organizations tab on the left side menu.
3. Click the Create Organization button
4. Next you will navigate through the creation dialog screens using the in-dialog Next and Back buttons to provide the required information.
   • Company Information (name, address, website).
   • Channel Partner access to the new organization.
   • Contact details for the account manager, administrator, and accountant.
   • Service availability and pricing applied to the organization being created.
     • Set service price to zero or use the minus (-) icon to remove a service from the Organization.
5. Carefully review the summary page for your new Organization and use the previous button or select from the left sequency panel to make changes.
6. Click the Create button on the final Create Organization screen.

The newly created Organization will be available within the Nx Connect portal shortly.

NOTES:

1. The Administrator is notified via email about any Organization they are have been added to.
2. The Account Manager is notified if the user is not part of the existing Organization.
3. The Accountant does not receive any user-related emails.