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Setting Up Your Account

To get started with Docupilot, the first step is to create an Organization.

What is an Organization in Docupilot?

An Organization in Docupilot serves as the primary entity overseeing workspaces and users. It facilitates centralized management of user access and security, streamlining operations for seamless management.

Create your account

  1. Sign Up for an account at https://docupilot.app/signup/

  2. Add Your Organization Details:Enter your Organization Name, Subdomain and optionally Upload your company logo. This subdomain should be used to login to your organization later on.

  3. Create Your Account Details: Enter your Name, setup a secure password. and click Sign Up to create your account.

Setting up an Organization(Account)

Manage your Organization

Updating basic details of the Organization:

Navigate to Organization from the left-side menu, where you can update the Organization Name, Sub Domain and Logo by clicking the respective edit buttons.

⚠️ Important Notes Before Changing the Subdomain:

  • All users will be logged out and prompted to log in using the new organization URL.

  • The old organization URL will no longer be accessible; all users must use the updated URL.

  • Any activation or reset password links tied to the old URL will stop functioning.

  • This change is permanent and cannot be undone.

Managing an Organization

Enforcing MFA across all users

Secure your workspace by enabling Multi-Factor Authentication (MFA) for all users in your organization.

  • Use the toggle button to enforce MFA across your organization.

  • To configure, navigate to the Multi-Factor Authentication page from the left-side menu and click Enable MFA.

For more detailed instructions, including the different types of MFA available, refer to the MFA Settings help page.

MFA settings

Deleting an Organization

Before deleting your Organization, ensure that all associated workspaces have been removed. Once the workspaces are deleted, navigate to the Danger Zone on the Organization page and click Delete to proceed.

For security purposes, a One-Time Password (OTP) will be sent to your registered email. Enter the OTP to confirm and finalize the deletion.

Only the Organization Owner can to delete an organization.

For instructions on deleting workspaces, refer to the Workspace Deletion help page.

Deleting an Organization

Creating an Additional Organization

If you are a service provider, you may want to work with different customers, and it is a best practice to create another org for that customer. Signup afresh to create a new Organization by following the instructions here Create your account. You can transfer ownership of the organization to your client at a later point in time.

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