how-toDifficulty: beginnerTime: 15mVersion: v1Reviewed: 2026-07-14Reviewer: Identity ownerTags: help, getting-started, identity
Create Organization and Invite Users
Provision org metadata and invite internal members with least-privilege defaults.
Overview
Provision org metadata and invite internal members with least-privilege defaults.
Audience
- Admin
Product Area
Identity
Prerequisites
- Admin privileges
Steps
- Set organization profile
Configure legal entity name, billing owner, and jurisdiction tags.
- Invite users
Invite by corporate email and assign temporary onboarding roles.
Expected Result
The Identity workflow completes without unresolved validation errors, and the result is visible to the intended roles.
Security and Audit Notes
- Use the least-privileged role that can complete the task.
- Confirm the resulting change or decision appears in the workspace audit trail when the workflow changes customer data or access.
Limits and Preconditions
- Available controls depend on the tenant plan, enabled modules, jurisdiction, and administrator policy.
- If a named control is not visible, confirm entitlement and role access before treating the behavior as a product failure.
Troubleshooting
- Personal email invites blocked: Use domain-verified corporate emails only.
Related Articles
Escalation
If the documented result cannot be reached after the checks above, capture the workspace identifier, affected product area, timestamp, and a redacted error message, then use Support. Never include secrets, privileged legal content, or customer documents in the initial report.