Organization Setup

1. Creating a new organization

First up, let's create our organization.

Web App

In the web app, creating an organization is super easy since it's tied into the integrated set up flow. By clicking on "Sign up" on any of the options on the pricing page, the application will guide you through the following:

1. Creating your user account
2. Creating a new organization
3. Setting up your billing subscription (only if you selected a paid plan)
4. Go through the organization setup wizard (which we'll talk about in each step of this guide)

Signup Page

Once you click on any of the plans on the pricing page, you'll see this signup page prompting you for your name, email, and password.

Tactic signup page

Setup Page

After your user account is created successfully, you'll be redirected the setup page. You'll also receive an email asking you to verify your email— make sure you do that!

On the Setup page, you'll add your organization name, create a slug, and upload your company's icon. This is optional, but it makes things much nicer when

[Insert image]

Tactic API

To create an organization, you must create a user first. On the web app, we combine the two steps into one wizard flow, but if you're using the API for everything, you'll need to create a user first. Realize that upon sending the POST to /users that the response has an access_token. You will need that for all subsequent API calls.

Note: If you create your user & organization via the API, it will be set up as a freemium organization with all the constraints that come with that plan. In order to upgrade the account to a paid version, you will need to log in & navigate to the Organization Settings --> Billing section & upgrade to a paid plan.

Create a user

$ echo '{
    "email": "[email protected]",
    "name": "Emma Smith",
    "password": "T3$TingPassword"
}' | http POST ''

HTTP/1.1 201 Created
    "id": "user_1234-1234-1234",
    "access_token": "ACCESS_TOKEN"

Create your organization

$ echo '{
  "name": "ACME Insurance",
  "slug": "acme"
}' | http POST '' 'Authorization: Bearer ACCESS_TOKEN'

HTTP/1.1 201 Created
    "id": "orgz_1234-1234-1234"
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