Create an organization and engage your agent

In short

A Billabex organization is not freely created from a user account: the Billabex team prepares it, then members join by invitation. Once the workspace is available, the setup journey lets you engage the organization’s agent. Check its identity and the workspace information before moving on to connecting your invoicing data.

Expected result

The organization prepared by Billabex has at least one verified member and shows the agent engaged for that workspace.

Before you start

• The Billabex team has confirmed that the organization was created.
• You accepted the invitation sent to your work address.

Procedure

1. Sign in and open the organization named in your invitation.
2. Check its name and visible identifying information before configuring anything.
3. In the setup journey, open the step dedicated to the agent.
4. Review the proposed agent identity and confirm its engagement in this organization.
5. Continue with the invoicing integration; the agent has no account to work on until data is available.

What Billabex does

Each organization has its own members, connections, and data boundary. The engaged agent only acts inside that boundary. Separate administrative creation prevents a user from accidentally opening a workspace that does not match the Billabex agreement.

If the result is not what you expected

• If the organization does not exist yet, contact your Billabex representative instead of looking for a creation button.
• If the agent step is already complete, verify the current agent identity before repeating setup.
• When two organizations have similar names, compare their identifier or request confirmation before connecting data.