3. Org Provisioning & Adding Users

Before anyone can explore PeakCommerce or start configuration, your organization needs its own tenant and your team needs sign-in access. This step gets both in place.

Provisioning your org

Your PeakCommerce org (tenant) is provisioned automatically around the start date of your contract. Your designated administrator receives an email invitation to claim it — click the link and follow the prompts to set up the account. Sign-in is handled by Auth0, so you'll be prompted to set your own password; PeakCommerce never sees or stores it directly.

Who and when: for security, only your designated admin should claim the org and set up the initial account. Everyone else joins by invitation afterward.

Adding your team

Once you're signed in, the admin invites everyone who needs access — including your PeakCommerce project team members — so the org is ready for collaboration:

1. Open the user menu (your name, bottom-left) → Settings → Users.

2. Click Add User (top right).

3. Enter the person's details and assign them a Role and a Profile.

Each user gets two settings that work together. The Role — Admin, CSR, Partner, or Customer — sets which portal they land in and their broad experience. The Profile fine-tunes exactly what they can see and do within that role. New users receive an Auth0 email to set their own password, so you never handle credentials for them. You can add or remove users from Settings → Users at any time.

Gotcha: the role alone doesn't grant detailed permissions — the profile does. A teammate with the right role but a thin profile may still be missing access they expect, so pick the profile deliberately. For the full picture, see Users & User Roles.

Next step → With your team in place, learn how help works in Intro to Support.