Add an organization

Organizations are permission based

To update, your account must have one of the following roles enabled:

• Role: Company Admin

• Custom role with: General settings - Full access, Permissions and access control - Full access

To access Organizations:

1. In the left-side navigation, click the dropdown menu

2. In the dropdown menu, select All projects

3. In the left-side navigation, click Company settings

4. Scroll down to the Permissions and Access control section and then click the Manage button next to Organizations

If this is the first organizational unit (OU) that you are adding to your company:

1. At the top of the Organizational structure page next to the primary organization (your company), click the Add organization button

2. In the Add organization panel enter a name for the OU

3. To connect the OU with existing projects, click the box under Assigned projects to select them

4. When you are done, click the Save button

If you’re adding an OU to another OU that was previously added:

1. On the Organizational structure page, click the three dots next to the OU that you want to add a new organization to

2. In the popup menu, click Add organization

3. In the Add organization panel, enter a name for the OU

4. To connect the OU with existing projects, click the box under Assigned projects to select them

5. When you are done, click the Save button