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When to use this — the Dashboard says Complete setup to register or lists things to complete before registering or enrolling; you've just created the organization; or your business type or officers changed.

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Before you start

• [ ] Formation date, country and state of incorporation, fiscal year end, accounting method, and your industry (NAICS)
• [ ] Physical and mailing addresses
• [ ] Business phone, and the email address you want jurisdictions to use
• [ ] For each owner or officer: legal name, title, ownership %, date of birth, whether they are a US citizen, their SSN (citizens) or ITIN or passport number (non-citizens), home address, and a scan or photo of their driver's licence (SSN) or passport (ITIN or passport number)
• [ ] A one-sentence description of what you sell, and a list of the platforms you sell on
• [ ] You are a Manager or Contributor on this organization (Viewers can't edit; only Managers can remove people or documents)

Steps

A. Company Profile

1. Sidebar → Workspace → Company Profile.
2. Basic Details: fill every field marked with an asterisk. Choose the Business Type carefully — it decides the officer rules. Click Save.
3. Business Location & Mailing: both addresses. Click Save.
4. Primary Contact: phone and business email. Click Save.
5. Sales Channels: marketplace facilitator answer, product description, platforms. Click Save.
6. The badge at the top now reads Complete.

B. Contacts

1. Sidebar → Workspace → People → Contacts → Add.
2. Name, email, phone (title optional) → Save.