Create a New Organization

To create a new organization in ERP, follow the step-by-step guide below to ensure you set up your organization properly:

1. Log in to your ERP account using your registered email and password.
2. Navigate to the dashboard and click on the “Organizations” tab in the sidebar.
3. Click the “Create Organization” button located at the top-right corner of the Organizations page.
4. Enter the name of your organization in the provided field. Make sure the name is unique and reflects your company’s identity.
5. Add a description for your organization (optional). This helps provide context for others who join your organization.
6. Select your organization type from the dropdown menu (e.g., Business, Education, Non-profit).
7. Upload your organization’s logo (optional). You can drag and drop an image or click to upload.
8. Set the primary admin for the organization by entering their email address. This person will have full permissions to manage the organization.
9. Click “Next” to proceed to the permissions setup page.
10. Assign roles and permissions to team members. You can select from predefined roles (e.g., Admin, Editor, Viewer) or create custom roles.
11. Review the details of your organization and click “Submit” to finalize the creation.
12. Once the organization is created, you will be redirected to the organization dashboard, where you can start managing your resources and inviting team members.
13. An email notification will be sent to the primary admin and all invited team members, informing them of the new organization and their roles.

• Log in to your ERP account using your registered email and password.
• Navigate to the dashboard and click on the “Organizations” tab in the sidebar.
• Click the “Create Organization” button located at the top-right corner of the Organizations page.
• Enter the name of your organization in the provided field. Make sure the name is unique and reflects your company’s identity.
• Add a description for your organization (optional). This helps provide context for others who join your organization.
• Select your organization type from the dropdown menu (e.g., Business, Education, Non-profit).
• Upload your organization’s logo (optional). You can drag and drop an image or click to upload.
• Set the primary admin for the organization by entering their email address. This person will have full permissions to manage the organization.
• Click “Next” to proceed to the permissions setup page.
• Assign roles and permissions to team members. You can select from predefined roles (e.g., Admin, Editor, Viewer) or create custom roles.
• Review the details of your organization and click “Submit” to finalize the creation.
• Once the organization is created, you will be redirected to the organization dashboard, where you can start managing your resources and inviting team members.
• An email notification will be sent to the primary admin and all invited team members, informing them of the new organization and their roles.