Skip to main content
Skip table of contents

Set Up Your Vertex Sync Environment

Create a new Sync organization

You can create a new organization in the MyVertex portal, where you set up the following information:

  • Organization identifier - The users of your organization will use this identifier when they log in to Sync.

  • Admin account details - Your email address and password. Your email address will be your Vertex ID when you login to Sync.

Set up Sync organization

To set up your Vertex Sync environment:

  1. Click the link in the email you received after you created the organization.

  2. Sign in to your Vertex account, if necessary.

    • Enter your Vertex ID and password.

    • Enter the one-time code from your authenticator app.

  3. Accept the terms and conditions and the cookie policy.

  4. Select the default language and the revision format you want to use. Read more about revisions in System Settings.

Start adding users to your organization with the admin tools.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.