All documentation · First steps

Create an organization

Walk through the five-step onboarding wizard that builds your Clyentra workspace: profile, demo data, regional settings, integrations, and plan.

7 min read · Reviewed 2026-07-13

An organization is your workspace. Leads, pipelines, tasks, files, invoices, employees, and AI credits all belong to one. This page walks the onboarding wizard at /onboarding end to end, so you finish with a workspace you can invite people into.

A brand-new user with zero organizations is sent to the wizard automatically. To create an additional organization later, open the organization switcher in the header and choose Add Organization — it opens the same wizard.

Don't refresh mid-wizard: Only the current step is stored in the URL. The values you typed are not persisted. Refreshing or navigating away can cost you the fields on the step you were on. Set aside a few uninterrupted minutes.

The five steps

The progress bar at the top reads Profile, Seed Data, Location, Integrations, Plan, followed by a completion screen.

Step 1 — Launch Workspace

Headed Launch Workspace with the subtitle "Enter your details." There are exactly four fields, all required.

Press Launch Workspace → to continue. Nothing has been saved to the server yet — this step only collects the details.

Step 2 — Seed Data

One toggle: Enable demo data, which is off by default. Turn it on and four cards appear describing what gets created — Sample Leads, Sample Customers, Sample Products, and Sample Invoices.

This is the step that actually creates the organization: The organization is created on the server when you press Continue → from Seed Data, not from step 1. The button briefly reads Creating... while that happens.

Turn demo data on if you want to explore pipelines and invoices with something already in them. Turn it off if this workspace is going live with real customer records — you will not have to clean up sample rows later.

Step 3 — Regional Settings

Headed Regional Settings. This sets your address, your billing defaults, and your tax identifiers. You can Skip it and fill it in later from Organization settings, but currency and country shape invoices and reports across the whole workspace, so it is worth doing now.

• Street address *
• Country * — selecting it also sets a matching default currency
• State / Province *
• City *
• ZIP / Postal code *
• Currency * — defaults to USD
• Language *

The two tax fields change with the country you pick. Clyentra relabels them so you enter the identifier your jurisdiction actually uses.

Both tax fields are optional — leave them blank if you do not have them yet. Press Save & Continue →, or use Back or Skip.

Step 4 — Integrations

Three optional sub-steps, shown one at a time. Each has a Quick Guide panel explaining where to find the credentials, and each can be skipped with Skip and connected later from Integrations.

Skip what you don't have: Do not stall onboarding hunting for API keys. Every one of these three can be added later without touching the wizard again.

Step 5 — Choose your plan

Headed Choose your plan. Each plan card carries a Seats stepper. The minimum you can select is your current active user count, and the price updates as you change it — a three-seat Starter subscription reads $29 × 3 users / month.

• Starter — $29 per user / month
• Growth — $79 per user / month
• Pro — $149 per user / month

Below the cards is the trial banner: "Or start with a 3-day free trial — No credit card required, cancel anytime." Press Start free trial to take it. Choosing a paid plan sends you to Stripe checkout instead. Either way you can change the plan afterwards on Usage & Billing (/usage). See Subscription and billing.

Completion

The final screen shows the badge Setup Complete and the heading Your workspace is ready!. Press Launch Workspace → and Clyentra switches you into the new organization and drops you on the dashboard at /home/overview.

First moves in a new workspace: Invite your team (Manage your team), check the roles they get (Roles and permissions), then bring your customer data in (Leads and customers).