Written By: Michiel Froling
Last Updated on September 25, 2024
1. How to Create Your Organization
Follow these steps to create your organizational workspace and your first team. Note: The ability to create and manage an organizational workspace is available on our Business and Enterprise subscription plans.
Open the Workspace switcher, which you can find at the top of the main sidebar on the left side of your screen.
In the dropdown menu, click the + Create Organization button.
First, you'll set up the main organization.
Enter a name for the workspace. This typically represents your entire company or organization.
Optionally, you can upload an image or logo for easy recognition in the workspace switcher.
Next, you need to create your first team. Every organizational workspace must have at least one team. A team can represent a specific department, a geographical district, a project group, or any other structure that fits your needs.
Provide a name for your team (e.g., "Police Department" or "Inspection Team").
You can also add optional details to the team profile, such as an image, location, phone number, or website.
Once you have filled in the details, click the Save button.
Your organizational workspace is now created, and your first team is set up! You can now proceed to invite members, define roles, and add assets to your new workspace.