Creating and paying for an organization on behalf of a client

Requirements

Before you start, make sure you know:

• The GitHub username of the client who will become the owner of the organization you create
• The name your client would like to use for the organization
• The email address where you would like receipts to be sent
• The product your client would like to purchase
• The number of paid seats your client would like you to purchase for the organization

Step 1: Create your personal GitHub account

You will use your personal account to set up the organization. You'll also need to sign in to this account to renew or make changes to your client's subscription in the future.

If you already have a personal account on GitHub, skip to step 2.

1. Go to the Join GitHub page.
2. Under "Create your personal account," type your username, email address, and password, then click Create an account.
3. Select GitHub Free for your personal account.
4. Click Finish sign up.

Step 2: Create the organization

1. No canto superior direito de qualquer página, clique na sua foto de perfil e, em seguida, clique em Configurações.

   

2. In the "Access" section of the sidebar, click Organizations.

3. Na seção "Organizations" (Organizações), clique em New organization (Nova organização).

4. Under "Choose a plan", click Choose GitHub Free. You will upgrade the organization in the next step.

5. Em "Nome da conta da organização", digite um nome para a conta da sua organização.

6. Under "Contact email", type a contact email address for your client.

7. Opcionalmente, se a sua organização pertence a uma empresa ou instituição, selecione This account is owned by a business (Esta conta pertence a uma empresa).

8. Se sua organização é propriedade de uma empresa ou instituição, digite o nome da empresa ou instituição.

9. Click Next.

Step 3: Upgrade the organization to a yearly paid subscription

1. In the top right corner of GitHub.com, click your profile photo, then click Your organizations.

2. Ao lado da organização, clique em Configurações.

3. In the "Access" section of the sidebar, click Billing and plans.

4. Clique em Atualizar ao lado de "Plano atual".

5. Em "Comparar planos", você pode comparar as funcionalidades de cada plano. Dependendo do seu plano atual e do plano que você escolheu, clique em Atualizar para a Equipe ou Atualizar para a Empresa. (You can add more seats to the organization in the next step.)

6. Under "Upgrade summary", select Pay yearly to pay for the organization yearly.

7. Em "Método de pagamento", escolha para pagar com cartão de crédito ou PayPal.

8. Preencha o formulário de informações de pagamento e clique em Submit (Enviar).

9. Revise as informações sobre a cobrança e data de cobrança e clique em Upgrade my account (Atualizar minha conta) ou Upgrade my organization's account (Atualizar a conta da minha organização).

Step 4: Upgrade the number of paid seats in the organization

1. In the top right corner of GitHub.com, click your profile photo, then click Your organizations.

2. Ao lado da organização, clique em Configurações.

3. In the "Access" section of the sidebar, click Billing and plans.

4. Use o menu suspenso Edit (Editar) e clique em Add seats (Adicionar estações).

5. Em "Add seats" (Adicionar estações), digite o número de estações que você deseja adicionar.

6. Clique em Add seats (Adicionar estações).

Step 5: Invite your client to join the organization

1. In the top right corner of GitHub.com, click your profile photo, then click Your organizations.
2. Click the name of your organization.
3. Abaixo do nome da sua organização, clique em People.
4. Na aba People tab (Pessoas), clique em Invite member (Convidar membro).
5. Type your client's GitHub username and press Enter.
6. Choose the owner role for your client, then click Send invitation.
7. Your client will receive an email inviting them to the organization. They will need to accept the invitation before you can move on to the next step.

Step 6: Transfer organization ownership to your client

1. In the top right corner of GitHub.com, click your profile photo, then click Your organizations.
2. Click the name of your organization.
3. Abaixo do nome da sua organização, clique em People.
4. Confirm that your client is listed among the members of the organization and is assigned the owner role.
5. To the right of your username, use the drop-down menu, and click Manage.
6. On the left, click Remove from organization.
7. Confirm your choice and click Remove members.

Next steps

1. Contact your client and ask them to add you to the organization as a billing manager. You'll need to be a billing manager for the organization so that you can renew or make changes to your client's subscription in the future.
2. If you would like your organization's credit card to be removed from the organization so that it's not charged again, contact GitHub Support.
3. When it's time to renew your client's paid subscription, see "Renewing your client's paid organization."

Further reading

• "About organizations for procurement companies"
• "Upgrading or downgrading your client's paid organization"
• "Renewing your client's paid organization"