How to Set Up an Organization

Set Up an Organization

Organizations are a critical aspect of Hubstaff.  They are a way to organize your projects, tasks, and access levels. For example, let’s say that you manage a virtual staff, and you have 3 different clients. In this scenario, the best thing to do would be to create 3 organizations within Hubstaff.

  • Client A
  • Client B
  • Client C

At this point you could invite the clients to view the work being completed, or you could simply use these organizations to manage which projects your team is working on if you do not want your clients to have access to screenshots, activity levels, and time tracking.

Step 1

Click on the “Organizations” tab on the left sidebar.

Step 2

Click “Add organization.”

Step 3

Name your organization and set up at least one project – you will then be guided through the rest of the steps and finish the organization setup.

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