How to create an Organization Account

Creating an Organization Account enables Org Admin users to invite others to join the Supersafe organization account and start working on the day-to-day tasks, managing the organization transactions as needed.

Once an organization account is created, a treasury is made, and users with the right permissions can create treasury accounts to start managing funds and transactions, providing permissions to said accounts to other users or revoking those permissions if necessary. Making the organization account is the first step to getting things on track. To create an organization account, follow the next steps:

Create an Organization Account

  1. Visit https://app.supersafe.com.
  2. Log in to the application. For assistance in doing so, please visit How to log in to Supersafe.
  3. After passing through the waitlist and during onboarding, the user will be prompted to create the first organization account. Put an organization name and a business email address.
  4. Click on 'Join Supersafe.'
  5. Your organization account is now created.

Create Additional Organization Accounts

Sometimes, a user belongs to more than a single organization that is working with Supersafe or has left an organization and joined a new one. In such cases when the user needs to create a new organization account, follow the next steps:

  1. While logged into Supersafe, click on the user profile icon on the top-right corner of the screen.
  2. Mouse-over 'Switch Supersafe Account.'
  3. A menu will display the list of Organizations the user belongs to. Below the list, click 'Create new organization.'

  4. Input an organization name.
  5. Click on 'Create Organization.'

  6. Your new organization account will be created and you will be directed to it.
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