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How to create a new organization

How to create an additional organization

Written by Mark Borham

You may need to create a new Organization if you have an entirely separate company or division to manage. If you hesitate between creating an Organization or Location, read this this article.

IMPORTANT
​Organizations are completely distinct from one another. They do not share employees and have separate invoices. If you need to share those, we recommend using a location instead.


Steps to create an organization

  1. You can go in the "Settings" menu tab

  2. Go under "Locations"

  3. Create a new organization


IMPORTANT TO KNOW

If you have mobile employees who move to different customer locations (security, home care etc.) then we recommend using our Resources Module instead of a new organization.

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