Creating a Business Account

Business accounts allow you to set up a company presence on Refer2u with team collaboration.

Prerequisites

Before creating a Business Account, make sure you:

• Have authority to act on behalf of the company
• Know your company's domain (if applicable)
• Are ready to declare your authority

Steps to Create

1. Sign Up: Visit the sign-up page
2. Choose Account Type: Select "Business Account"
3. Enter Company Name: Provide your company's name
4. Add Domain (optional): Enter your company domain (e.g., example.com)
5. Authority Declaration: Confirm you have authority to set up the account
6. Complete Setup: Your business account is created!

Domain Setup

If you provide a domain:

• Employees with @yourdomain.com emails can request access
• Domain must be unique (no duplicates allowed)
• Domain helps with automatic account linking

Authority Declaration

The authority declaration is similar to authorising access to Microsoft 365 or other business services. You must confirm that you have the legal authority to:

• Set up the business account
• Act on behalf of the company
• Invite team members

What Happens Next

After creating your business account:

• You become the account owner
• You can invite team members
• Employees with matching domain emails can request access
• You can start adding contacts and opportunities