How to create a new organization within an existing one?

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:

1. Click on the Profile icon.

2. Select Organization from the dropdown menu.

3. Click on Add New Organization from the expanded Organization menu.

4. You will be redirected to the Set Up Your Workstatus Workspace screen. Complete the following sections:

• Who Are You?

• What Do You Want to Track?

• Organization Details

5. After entering the required information, click the Let's Set This Up button.

6. A confirmation message stating "Organization Created Successfully" will be displayed in the bottom-right corner of the screen.

7. You will then be redirected to the What Should Workstatus Capture? screen.

8. Select the desired tracking options from the available choices and click Continue.

9. On the next screen, Where Does Your Team Manage Projects?, select We Use Workstatus Boards and click Continue.

10. You will be redirected to the Create Your First Project screen.

11. Enter the following details:
12. • Project Name

* Client

* Billing Rate

12. Click the Continue button.

13. A confirmation message stating "Project Created and Client Invited Successfully" will be displayed in the bottom-right corner of the screen.

14. You will then be redirected to the Configure Your Team's Shift screen.

15. Enter the following details:

• Shift Name
• Start Time
• End Time
• Time Zone
• Working Days

16. Click the Continue button.

17. A confirmation message stating "Shift Created Successfully" will be displayed in the bottom-right corner of the screen.

18. You will then be redirected to the final step, Get Your Team Set Up.

19. Select one of the available options:
20. • Share Install Link

• Install Centrally

20. If you select Share Install Link, enter the following details:

• Full Name

• Work Email Address

21. Click the Send Invites button.

22. A confirmation message stating "Member Invited Successfully" will be displayed.

23. Upon successful completion, you will be redirected to the Dashboard screen.

Updated on: 23/06/2026