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Sign Up as a Sales Organization
This guide walks through the Sales Organization registration wizard—the form you complete when BioTide or a parent sales organization invites you to stand up a territory on the wholesale portal.
Before you start: Open the invite link you received. Sales organization accounts are created through invites, not through a public marketing sign-up page.
Overview: Onboarding & Sign-Up · After sign-up: Sales Organization Guide
What this account is for
A Sales Organization account is for territory owners who:
- Set markup, bulk discounts, and catalog pricing for their network.
- Invite managers, reps, and buyers.
- Run Deal Maker, team hierarchy, and commission reporting.
You will use the sales org portal (paths starting with /sales-org/) after registration.
The welcome screen
When your invite is valid, you will see:
- Welcome to BioTide — confirms you are joining as a Sales Organization (legacy invites may say Sales Manager; you still use this same wizard).
- The registration wizard (three steps).
Step 1 of 3 — Organization
Header: Organization — Tell us about the sales organization you're standing up.
| Field | Required | Notes |
|---|---|---|
| Organization name | Yes | Legal or operating name of the sales entity. |
| Organization type | Yes | Choose one: Sales Group, Individual, or Sub Organization. |
| Organization email | Yes | General inbox for the entity (billing/paperwork)—not necessarily your login. |
| Organization phone | Yes | |
| EIN or SSN | Yes | Masked field; at least 9 digits. EIN for entities or SSN for individuals. Required for commission reporting. |
Click Next when Step 1 is valid.
Step 2 of 3 — Primary Contact
Header: Primary Contact — The authorized signatory for this organization.
| Field | Required | Notes |
|---|---|---|
| First name | Yes | |
| Last name | Yes | |
| Title | Yes | For example CEO, Owner, or Sales Director. |
| Contact email (login) | Yes | This email is your personal sign-in for the portal. It may differ from the organization email in Step 1. |
| Contact phone | Yes |
The person listed here becomes the primary WordPress user for the org. Use an email only the signatory controls.
Click Next to continue.
Step 3 of 3 — Address & Account
Header: Address & Account — Where we send paperwork, plus your login credentials.
Mailing address
| Field | Required | Notes |
|---|---|---|
| Street address | Yes | |
| City | Yes | |
| State | Yes | US state or DC from the dropdown. |
| ZIP | Yes | At least 5 characters. |
Password
| Field | Required | Notes |
|---|---|---|
| Create a password | Yes | Minimum 8 characters. |
| Confirm password | Yes | Must match. |
Terms & Privacy
You must check the box confirming that you are authorized to enroll this organization and that you agree to BioTide Terms & Conditions and Privacy Policy.
Click Complete Registration. The button shows Creating your account… while processing.
After you finish
- A success message confirms your organization name and sends you to your dashboard.
- You are redirected to the sales org dashboard (
/sales-org/dashboard) already signed in. - Complete Profile settings (markup, bulk rules, payout details) using the Sales Organization Guide.
Sign in later: Use the contact email (login) from Step 2 and your password on wholesale.biotideusa.com.
Organization email vs. login email
| Email field | Purpose |
|---|---|
| Organization email (Step 1) | Entity contact on file for the org record. |
| Contact email (login) (Step 2) | Your personal portal username. |
Many teams use billing@… for the org and a named executive email for login—that is expected.
Tips
- Choose Organization type honestly—it affects how your org is classified in the network hierarchy.
- If two people will administer the org, still complete sign-up as the authorized signatory; add team members later via invites.
- Legacy Sales Manager invites open this same form and land on the same sales org dashboard.
Related
- Onboarding overview
- Sales Organization Guide — markup, invites, and Deal Maker
- Payouts & Reporting — commission ledger and exports