Creating a Company Group

Now that you have created an organization account, here is how to create a company group.

Companies can create more than one group, BUT, groups cannot collaborate with each other. They currently cannot be merged nor deleted at this time.

---

Step 1 | Discuss within the Organization

• Choose an administrator for the organization

• Plan account structure and have the administrator create a company group

• Companies can have more than one group but they can NOT collaborate with each other

Step 2 | Select Create a Company Group

• When asked for an account type, select [I am part of an organization or company, a sole proprietor, or an agent].

• You will be taken to the company account homepage, select [Create a Company Group]

Step 3 | Enter Company Information

• You will be asked to fill in your company information

• Company Name (if applicable, Doing Business As DBA)

• Tax Identification Numbers

• Employer Identification Number (EIN)

• Social Security Number (SSN)

• Individual Taxpayer Identification Number (ITIN)

• Company Mailing Address
  

Step 4 | Create a Personal Profile

• If company information was successfully added, you will move on to add your personal information.

• If using your profile from a previous H-1B registration, it will upgrade to an organizational account and by default, have the role of the administrator.

• Select how you would like to receive your one-time verification pin

• Once you select [Create company group], you cannot undo/delete this group
  

Step 5 | Add Members to Company Group

• Once you have created your company group, you will be redirected to your company group home page.

• Select [Manage Company Group] to then [Add User]

• Enter the information of the member you want to add. Select the role you want this new member to have. 

• It is recommended that each company group has at least 2 administrators.

Step 6 | Have Invited Member Accept Invitation

• The member you sent a request to join the company group will receive an email to join.

• The invited member will have a similar homepage but should select the [Review your pending invitations]

• They will need to review and acknowledge the company profile and their assigned role.

Step 7 | Add a Representative

• Similar to adding a member, go to the [My Representatives] tab on the Company Home Page

• Select [Invite a representative].

• Add the representative's information to send an invite.
  

Step 8 | Have Representative Accept Invitation

• Your immigration attorney will receive a similar request to join the company group as a representative

• Under [My Clients] select [Companies]

  • The invitation will be under this tab

• Select the link to [View Invitation] and acknowledge the company profile and assigned role.

Step 9 | Prepare for H-1B Registration

• Discuss between the company group members and the attorney on who will start preparing the forms.

• The legal team cannot access, view, or edit drafts started by anyone in the company.

• Drafts started by the legal team can be edited by anyone from the company group.