Create the client account that will own this work.
Start with the organization name, primary contact, and work email. Then move into orders, cases, billing, or delivery.
Self-service signup
Immediate account access
Orders and support attached
Verification issued
Start with the accountable contact
Use the organization and primary business contact that should own the account.
Continue into the work
Once the account exists, you can move into reservations, transfers, support, billing, or delivery.
Email verification is part of setup
The work email used for the account receives verification so future communication goes to the right inbox.
Additional access can be added later
More users, privileged access, and platform services can be added after the account is established.