Organization Setup

Set up your organization on Savology

This guided form collects everything we need to build your branded portal, configure your plan, and hand your team the keys — usually in one sitting (about 10 minutes). Your progress saves automatically in this browser, so you can leave and come back.

You'll need: your logo in two versions (for white and dark backgrounds), your billing contact (if your organization is funding premium access), and the name + email of each admin.