As an administrator of an organization, you also can create and manage suborganizations, which are a way to arrange your organization into smaller subunits. You may decide to divide your organization into suborganizations based on teams within an organization, based on jurisdictional differences, or for any other reason. Sub organizations allow for separate user management and separation for accounting and invoicing purposes.
Note: if you are an administrator for a suborganization, you will not have the ability to create or manage suborganizations. Administrators for suborganizations can only manage their own suborganization settings and users for their suborganization.
To manage your suborganizations, follow the instructions below:
- Navigate to your Administrative Settings option and select Manage Sub Organizations.
- You will be directed to the next page, where you can view all suborganizations.
- From this page, you will be able to view and edit all existing suborganizations, as well as create new suborganizations. Both options are covered in the next sections of this article.
Creating a Sub Organization
To create a new suborganization:
- Select the +Add Sub Organization button.
- This will open a popup, allowing you to select settings for the new suborganization.
Note: the fields on this page are described in the Managing Organization Settings article. - Once you have entered the required information, select Save to create the new suborganization.
- New users can now be added to the suborganization. Please visit the article Managing Users for more information on adding new users.
Editing a Sub Organization
To edit an existing sub Organization:
- Select the Edit icon beside the suborganization you want to edit and select the Edit option from the dropdown.
- This will open a popup allowing you to change any information for that suborganization.
- Once you have updated the information, simply select Save to update this information for this suborganization system-wide.