How to Create a New Organization

Start a brand-new organization (Branch) from scratch — its own workspace, roles, permissions, and branding.

Before you start

• The ability to create an organization depends on the Branch Type and Security Model available to you (see Security Models and Branch Types) — these govern what a new org under them is allowed to look like.

Steps

1. In the top navigation bar, click Network.
2. On the Create card, click Create → (or New {Branch} in the header).
3. Work through the wizard's steps:
   • Type — choose the Branch Type (and its underlying Security Model) this organization will be created under. This choice drives every step after it — which apps are available, whether compliance policies apply, and what branding options you get.
   • Basics — organization name, short name, and website domain/slug.
   • Contact — street address, city, postal code, phone number, and a work email (confirmed by re-entering it).
   • Member / Age — age-range and regulated-product settings (alcohol, tobacco, firearms compliance policies), if the selected Branch Type requires them.
   • Apps — enable or disable the optional apps the Branch Type's Security Model offers; apps marked required are shown but can't be turned off.
   • Logo, Colors, Backgrounds — initial branding.
   • Labels, Preferences — naming/terminology and starting preferences.
   • Review — confirm everything before submitting.
4. Submit to create the organization.

What you'll see

A new organization is created with the settings you chose, and you can switch into it from the Network page's My {Branch}es list. Its domain may need DNS setup before external email/web access works fully — see the Setup Domain link on its Network card.