Onboarding

Organization setup

Owner: Product – Onboarding Β· Last reviewed 2026-01-21 Β· Review every 90 days

Time to complete
10 minutes
Product version
0.1.0

TL;DR

  • Set the business name your team and customers will recognize.
  • Add a logo so documents and screens look consistent.
  • Keep the organization link ready to share with teammates.

Steps

Step 1

Open organization profile

From the sidebar choose Business β†’ Profile. This is where your business name and logo appear across Resvo.

Step 2

Review organization name

Update the name if needed and save. The link shown below is your organization address, so keep it consistent before inviting teammates.

Step 4

Share the organization link

Copy the organization link from your browser and share it with owners or managers who need access. This ensures everyone lands in the right organization.

Validate your work

  • The header shows the updated name and logo after saving.
  • The organization link opens the correct organization.
  • The branding looks consistent across the dashboard and documents.

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