How do I set up an organization?

Setting up an organization

Organizations are a critical aspect of Workstatus. They are a way to organize your projects, tasks, and access levels.

Think of each organization as the primary way to segregate different companies that you own. Each organization will include a set of clients, projects, to-dos (or tasks), and team members within it.

Roles and Permissions:

Organization Owner/Manage/ Delivery Head /
They can Add/ Setup new Organization.

Dept Head(User)/ Project Manager (User)/Team Lead(User)/ User:
They can Add/ Setup new Organization.

Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/

You have the freedom to choose how to set up each organization depending on your company’s structure. Here are a few examples:

Example 1: You can organize each organization as a department in your company with different projects under each organization as shown below:

1.Organization 1 (Marketing)
1.Project 1 (Online Marketing)
2.Project 2 (Social Media)

2.Organization 2 (Accounting)
1.Project 1 (Balance Sheet)
2.Project 2 (P&L)

3.Organization 3 (Graphic Design)
1.Project 1 (Advertising)
2.Project 2 (Deliverables)

Example 2: If you have divisions across geographies that have their separate hierarchical order and currency, you can create separate organizations, i.e.:

1.Vinove (USA) – currency – US Dollar
2.Vinove (Costa Rica) – currency – Costa Rican Colon
3.Vinove (Romania) – currency – Romanian Leu
4.Vinove (India) – currency – Indian Rupee
5.Vinove (Philippines) – currency – Philippine Peso

To create an organization, please follow the steps below:

STEP 1

From the Profile menu, click on the “Organization” then click “Add New organizations”.

STEP 2

Enter the Company name and Choose your industry,Select a team size, Enter the email of the Co-owner,
Choose a goal, then hit the “Save” button.

Updated on: 20/06/2024