How do I set up an organization?

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:

1. Organization 1 (Marketing)
   1. Project 1 (Online Marketing)
   2. Project 2 (Social Media)
2. Organization 2 (Accounting)
   1. Project 1 (Balance Sheet)
   2. Project 2 (P&L)
3. Organization 3 (Graphic Design)
   1. Project 1 (Advertising)
   2. 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.:

1. Technocorp (USA) – currency – US Dollar
2. Technocorp (Costa Rica) – currency – Costa Rican Colon
3. Technocorp (Romania) – currency – Romanian Leu
4. Technocorp (India) – currency – Indian Rupee
5. 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:

Click on the organization dropdown on the top right corner of the screen then click on Organizations Menu.

Step 2

Click Add organization.

Choose your industry.

Enter the name of your organization, select a team size, then hit Continue.

Select the features relevant to your organization.

Then create your first project.

Choose a subscription plan or click on Pick a plan later.

Your organization is now ready for use.