Create an Organization in Flowtly

Use this guided walkthrough to go from registering your Flowtly account to launching your very first organisation.

Getting startedBeginner6 minutesDay 1 of 30

Topics:Getting started

Flowtly sign up form open in a browser window
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Before you start

Whether you are evaluating Flowtly or inviting your team, you start by creating an organisation. This tutorial covers the complete path: signing up, activating your account, and naming the workspace that will host your data.

You only need an email address and a few details to finish. Screenshots below were captured in the production app so that you can follow along confidently.

What you will have at the end

You have a Flowtly account and your own organisation, open on its dashboard and ready for your team.

What you need

  • An email address you can open right away, for the activation link.
  • The name your organisation should have in Flowtly.

Try it in the demo

Click through these screens with sample data first. No account needed.

Open the live demo

Step-by-step

Complete the flow

  1. 1

    Open the Flowtly registration page

    Visit workspace.flowtly.eu/register/user. The form asks for your “Full name”, “Work email” and a “Password”. This is the same form people use in production, so the flow will feel familiar later.

    Tips

    • Use a business email address if you plan to invite teammates later.
    • Passwords need at least ten characters, including an uppercase letter, a lowercase letter, a number and a special character.
    Registration form with fields for name, email and password
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  2. 2

    Create your Flowtly login

    Complete each input and click “Create your Flowtly account”. Flowtly immediately validates the password strength and highlights any missing details.

    Tips

    • The success banner reminds you to open the activation email before trying to sign in.
    User completing the Flowtly sign up form
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  3. 3

    Activate your account from the email

    Open the message titled “Activate your Flowtly account” and click the button inside. You will land on a confirmation page showing that the account is ready and offering a shortcut to the login screen.

    Tips

    • Did not receive the email? Check the spam folder, or use “Forgot your password?” on the sign-in screen to get a new link.
  4. 4

    Sign in and continue to create your workspace

    Return to workspace.flowtly.eu, enter the same email and password, then click “Sign in”. If you do not belong to an organisation yet, Flowtly takes you to account.flowtly.eu to create your workspace.

    Tips

    • You can create multiple organisations later; the first one usually becomes your production workspace.
  5. 5

    Open the workspace form

    On account.flowtly.eu, the “Create your workspace” form asks only for your “Work email” and a “Workspace name”, so you can focus on naming conventions instead of filling a long form.

    Tips

    • Pick a name that helps teammates recognise the workspace, such as “Acme Finance” or “Flowtly Demo”.
    Organization creation modal asking for a name
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  6. 6

    Provide the organisation name

    Type the name and click “Create workspace — no card”. The name needs at least two characters.

    Tips

    • Usually this is your company name — you can change it later.
    Filled organisation name form with an enabled Add organisation button
    Open full size
  7. 7

    Confirm you are on the dashboard

    After a short loading state you land on an onboarding page; “Open Flowtly” takes you into the workspace, with navigation items for Team, Projects, Clients and more. Your organisation is now live and ready for onboarding.

    Tips

    • Bookmark the dashboard URL and invite colleagues from the Team section as a next step.

Tutorial complete

You have created the foundation of your Flowtly workspace. Continue by inviting users and connecting the first bank account so you can issue invoices or capture expenses right away.

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