Everything in the Portal belongs to an organization: brokers, licenses, and members. A new account starts with no organization, so the first steps are to sign up, create one, and start your trial.
After your first sign-in, the Portal asks you to create an organization. Give it a name; you become its owner. You can create more organizations later from the organization switcher.
Create an organization
If a colleague invited you, open the invitation link from the email instead. Accepting it adds you to their organization with the role they chose.
While your organization has no trial and no brokers, Overview guides you through the first steps.
2
Start the trial
Start the free trial: one broker, free for 30 days, one trial per account.
3
Keep the activation code
The Portal shows the trial’s activation code once. It does not keep a copy. If you lose it, open the license in Licensing and choose Get a new activation code.
4
Add your broker
Continue to Fleet → Add broker to install and activate the broker. See Fleet.
Only one trial is available per account, even if you delete the organization that held it.
