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How do I create a new organization?

Adding an organization to scheduling

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Written by Charles Vallières

IMPORTANT: If you have mobile employees, who move to different customer locations (security, home care, and so on), then we recommend using our resources module instead of a new organization.

Why create a new organization?

You may need to create a new organization if you have an entirely separate company or division to manage. If you're unsure whether you should create an organization or location, read this this article.

IMPORTANT: ​Organizations are completely distinct from one another. They do not share employees. If you need to share employees between entities, we recommend using a location instead.

If you feel strongly that a new organization is required, please speak to your Account Manager for assistance.

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