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Creating An Organization

Creating an organization is the foundational step in setting up your business structure and ensuring that all departments, teams, and roles are properly organized. The process typically begins by entering essential details such as the organization’s name, industry, etc.,. From there, you can define the organizational hierarchy by adding departments, teams, and assigning roles to employees.

This structured approach ensures that all aspects of your business are accurately represented, allowing for streamlined operations and effective management across the platform. By carefully setting up the organization, you lay the groundwork for efficient collaboration, communication, and data management within your company.

In addition to establishing the internal structure, creating an organization also involves setting up key configurations such as communication channels, workflows, and permissions. These settings allow you to tailor the platform to meet the specific needs of your business, ensuring that each department and team can operate smoothly.

How To Create An Organization

To create an organization,

  1. Hover over the "Settings icon in the sidebar and select Organizations". Click on +New button. A window appears.

  2. The window contains the following details,

    • Type: The type of organization is a crucial and important aspect while you are creating an organization. By default, we provide different types of organizations such as "Company", "Organization Unit", "Business Unit", "International Office". You can change the type of organization anytime in the "PartyType" option in the configurations and suit these types according to your requirements. Now, select any one of the type from the drop-down provided.

    • Organization Name: Enter the name of your organization.

    • Status: Set the status of the organization, if it is 'Active' or 'Inactive'. By default the status is always "Active". This means the organization is currently in use and fully operational. If the organization fails to be in use, then switch the status to "Inactive".

    • Parent Organization: Add an existing organization as a parent to this organization that you are creating, then it will act as a sub-organization. This hierarchical structuring ensures that all aspects of your business are accurately represented within the overall organizational framework.

    • Organization Manager: The Organization Manager oversees the setup and management of the entire organizational structure, including departments, teams, and roles. This role ensures that the organization’s hierarchy is maintained, permissions are correctly assigned, and all operations are aligned with business objectives. Select the Organization Manager from the list of employees in the drop-down.

    • Owner: This role typically involves setting up the organization, managing key configurations, and maintaining high-level access to all organizational data and resources. Add the owner of the organization from the list of employees in the drop-down.

    • Tags: Tag your organization with a specific tag that can be associated to your organization.

  3. Click on "OK" to create the organization.

You have successfully created the organization.

NOTE: The creation of organization is done only by the administrator of the company who manages the Ephanti application. The access to create or modify an organization to others will be granted only by the administrator.