How to Create and Set Up a New Organization in OfficeSeries

Creating a new organization in OfficeSeries is essential for setting up a separate environment for a new client or organization. This guide will walk you through the process of creating a new organization.

Prerequisites

Before you begin creating a new organization, ensure you have administrative privileges within the OfficeSeries application. Familiarity with navigating the OfficeSeries interface will also be beneficial.

When to Create a New Organization

Creating a new organization in OfficeSeries is recommended in the following scenarios:

  • New Business Entity: When a new company or business unit is established that requires separate data and resource management.
  • Data Isolation: When there is a need to ensure complete data isolation for security or compliance reasons.
  • Client Separation: When managing multiple clients, each client should have its own organization to ensure data privacy and tailored configurations.
  • Resource Allocation: When different departments or projects within the same organization require dedicated resources and configurations.
  • Geographical Separation: When operations are spread across different regions and require localized data management and compliance.

For more detailed guidance on when to create multiple organizations versus using subscriptions, refer to our Multiple Subscriptions or Organizations: Best Practices page.

Step-by-Step Guide to Creating and Setting Up a New Organization in OfficeSeries

Follow these steps to efficiently create a new organization in OfficeSeries.

Step 1: Navigate to the Organization Management Section

  • Log in to the OfficeSeries admin center.
  • Navigate to the "Organization Management" section from the dashboard or through the navigation menu.
  • Click on the "Create New Organization" button to start the organization creation process.

Step 2: Enter Organization Details

  • You will be prompted to enter the details for the new organization.
  • Fill in the required fields, including:
    • Company Name: The name of the company.
    • First Name: The first name of the primary contact.
    • Last Name: The last name of the primary contact.
    • Phone Number: The phone number of the primary contact.
    • Company Size: The size of the company (e.g., number of employees).

Step 3: Create User Account

  • Enter the email address for the primary administrator account. This account will serve as the primary administrator for the subscription.
  • After entering the email address, you will be prompted to send a verification code to that email.
  • Check the email inbox for the verification code and enter it in the provided field to verify the email address.
  • After the verification, you will be prompted to set a password. The password should be the same as your existing organizations for ease of use.

Step 4: Set Up Subscription Details

  • After verifying the email and setting the password, you will need to set up the subscription details for the organization.
  • This includes:
    • Subscription Name: Enter the name of the subscription. Subscription name can be the same as the company name or a custom name.
    • License Allocation: Allocate the number of licenses required for the organization.
    • Subscription Commitment: Choose the subscription commitment, either month-to-month or yearly.

Step 5: Fill Out Billing Information

  • After setting up the subscription details, you will need to fill out the billing information for the organization.
  • This includes:
    • First Name: The first name of the billing contact.
    • Last Name: The last name of the billing contact.
    • Address Line 1: The primary address line.
    • Address Line 2: The secondary address line (optional).
    • City: The city of the billing address.
    • State/Province: The state or province of the billing address.
    • Zip Code: The zip code of the billing address.
    • Country: The country of the billing address.

Step 6: Review and Confirm

  • Review the entered details and configured settings to ensure everything is correct.
  • You can choose to edit any information if needed.
  • Click the "Create Subscription" button to create the new organization.

Step 7: Confirmation Screen

  • After the subscription is successfully created, you will see a confirmation screen.
  • The confirmation screen will display a message indicating that the subscription has been successfully created.
  • There will be a "Sign In" option that you can use to sign in to the new organization.

Step 8: Finalize Organization Setup

  • You can finalize the organization setup by configuring additional settings and preferences.
  • This includes:
    • Workflows: Set up workflows and approval processes specific to the organization.
    • Integrations: Configure integrations with other systems and applications.

Step 9: Review the New Organization Dashboard

  • Navigate to the organization dashboard to review the newly created organization.
  • Ensure that all settings and configurations are correctly applied.
  • Make any necessary adjustments to finalize the setup.
  • You can now add users, configure permissions, and start using the organization.

Summary

By following this guide, you can ensure a smooth and efficient organization creation process. If you encounter any issues or need further assistance, consider reaching out to OfficeSeries support for help.

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