Creating an Organization

What Is an Organization?

Organizations are isolated workspaces containing your team members, integrations, signal configurations, and lead data. Each organization has its own settings, billing, and data. You can belong to multiple organizations and switch between them.

Creating an Organization

After registration, you are prompted to create your first organization. To create additional organizations, use the organization switcher in the header and select Create a new organization.

The form requires four fields:

Organization Name

Your company or team name, displayed throughout TrailSpark.

Subdomain

A unique URL for your organization (e.g., acme.trailspark.ai). Auto-generated from the organization name, but editable.

Subdomain rules:

  • 3 to 20 characters
  • Alphanumeric characters and hyphens only
  • Must be unique across all TrailSpark organizations

The form shows real-time availability: green for available, red for taken.

Organization Size

Select from: 1-10, 11-50, 51-200, 201-500, or 501+ employees.

Industry

Select from: Technology, Finance, Healthcare, Education, Retail, Manufacturing, or Other.

Click Create Organization to finish. You become the Owner of the new organization and are redirected to its dashboard.

Multi-Organization Support

  • Each organization has completely separate data, integrations, and billing
  • You can have different roles in different organizations
  • Use the organization switcher to move between workspaces

Next Steps