How to Create an Organization [Step-by-step guide]

Modified on Thu, 26 Oct 2023 at 02:46 PM

To begin setting up Accounts, Warehouses and their Users, you must create Organizations.

For an organization to be fully operational, you will need to set up other elements

This article details how to create an organization, and links to additional steps related to a full Organization setup will be included below.

To do so, will have to:

1. Click Organizations under System Settings

2. Press Create 

3. Define the Name

4. Press Save to apply the changes

Once ready, Edit the Organization to handle AccountsWarehouses, Organization Users and Account Users. 

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