Creating an Organization

Summary

This guide walks you through the steps to create a new organization and its first member in TriEvents.

Requirements

In order to create an organization, a user will need:

1. An email address to create the first user.
2. A bank account to receive funds from ticket sales.
   • You will need the Transit number, Institution number and Account number for setup.

How to Create an Organization

1. Navigate to TriEvents.ca
   Open your web browser and go to TriEvents.ca to begin the setup process.
   
2. Click "Get Started"
   FromOn the main TriEvents page,homepage, click the Get Started button to reachbegin thecreating authenticationyour pageorganization.
   

   

3. Click "Create Organization"
   On the authentication page, click theselect Create Organization buttonto begin setting up your organization.
   

   

4. Fill in User Information
   ThisEnter informationthe will be useddetails to create the first user in theyour organization. Provide the following information:organization:
   
   • Name: Your full name
   • Email: Your email address
   • Password: TheA secure password for your account
     
     
5. Fill in Organization Information
   ThisProvide informationthe will be useddetails to create your organization. MakeBe sure to remember your Organization ID, as itit's will be usedrequired to identifylog and login to your organization. Please provide the following information:in.
   
   • Organization Name: The full name of your organization
   • Organization ID: UniqueA tounique your organization,identifier used tofor identifylogging and login to your organizationin
   • Organization Description: TheA descriptionshort summary of your organizationorganization’s

     purpose or activities
     

6. Click "Continue"
   ClickOnce all required information is entered, click the Continue button to continueproceed with setting up your organization setup.organization.
   
7. Click "Start Setup"
   After being redirected to the next page, clickClick the Start Setup button to continuemove forward with theconfiguring setup.your organization’s details and settings.
   

   

   
   
8. Click "Add information"
   Click the Add informationInformation butttonbutton to begin the financial onboarding.onboarding process for your organization.
   

   

   
   
9. Create or Login to Stripe account
   A new window will open prompting you to createconnect orwith loginStripe. This is required to yourprocess Stripepayments account.and Ifreceive youticket wantrevenue. toTo proceed:
   
   • To use an existing Stripe account,account: loginLog toin it,with otherwiseyour credentials.
     
   • To create a new Stripe account.account: Follow the on-screen instructions to set one up.
     
10. Navigate through financial onboarding pages
    Fill out your personal information as you navigate

    Navigate through the financial onboarding pages.pages Makeand sureprovide thatthe required personal and organizational details. Ensure all of this information is accurate.

    Upon

     reaching

    On the final page, click the Agree and submitSubmit. buttonOnce andsubmitted, your organization will be created.created Youand you will be redirected to theyour organization's dashboard.