How do I set up an organization?

Setting up an Organization

This article explains how you can begin 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

To create an organization, please follow the steps below:

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

Click Add organization.

Next, choose your industry.

Then, enter the name of your organization, select a team size, invite a co-owner/manager, then hit Continue.

Select the features relevant to your organization then hit Continue.

You can also click on the I’d like help setting up button to arrange a demo call with one of our sales specialists (available to organizations with over 50+ members).

Next, create your first project/s.

Finally, choose a subscription plan or click on Pick a plan later.

Your organization is now ready for use.