
Setting up an Organization
Organizations are a critical aspect of Hubstaff. They are a way to organize your projects, tasks, and access levels.
Think of each organization as the primary way to segregate different companies that you own. Each organization will include a set of clients, projects, to-dos (or tasks) and team members within it.
You have the freedom to choose how to set-up each organization depending on your company’s structure. Here are a few examples:
Example 1: You can organize each organization as a department in your company with different projects under each organization as shown below:
- Organization 1 (Marketing)
- Project 1 (Online Marketing)
- Project 2 (Social Media)
- Organization 2 (Accounting)
- Project 1 (Balance Sheet)
- Project 2 (P&L)
- Organization 3 (Graphic Design)
- Project 1 (Advertising)
- Project 2 (Deliverables)
Example 2: If you have divisions across geographies which have their separate hierarchical order and currency, you can create separate organizations, i.e.:
- Technocorp (USA) – currency – US Dollar
- Technocorp (Costa Rica) – currency – Costa Rican Colon
- Technocorp (Romania) – currency – Romanian Leu
- Technocorp (India) – currency – Indian Rupee
- Technocorp (Philippines) – currency – Philippine Peso
The features available within an organization will be based on the subscription plan you select for each organization.
To create an organization, please follow the steps below:
Step 1
Click on the organization dropdown on the top right corner of the screen then click on Organizations Menu.
Click Add organization.
Step 3
Choose your industry.
Step 4
Enter the name of your organization, select a team size, then hit Continue.
Step 5
Select the features relevant to your organization.
Step 6
Then create your first project.
Step 7
Choose a subscription plan or click on Pick a plan later.
Your organization is now ready for use.