> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://support.workstatus.io/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # How to create a new organization within an existing one? # 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. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_33vfq6.png) 2. Select **Organization** from the dropdown menu. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_daso0t.png) 3. Click on **Add New Organization** from the expanded Organization menu. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_g26kd5.png) 4. You will be redirected to the **Set Up Your Workstatus Workspace** screen. Complete the following sections: ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1ki8wzr.png) * Who Are You? ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_zbsvv8.png) * What Do You Want to Track? ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1tkalw0.png) * Organization Details ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_d24jlp.png) 5. After entering the required information, click the **Let's Set This Up** button. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1sosrur.png) 6. A confirmation message stating **"Organization Created Successfully"** will be displayed in the bottom-right corner of the screen. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_oamu25.png) 7. You will then be redirected to the **What Should Workstatus Capture?** screen. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_evj12u.png) ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1vop1s6.png) 8. Select the desired tracking options from the available choices and click **Continue**. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1jpoxxw.png) ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_zh64wb.png) 9. On the next screen, **Where Does Your Team Manage Projects?**, select **We Use Workstatus Boards** and click **Continue**. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_2gi4u6.png) ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1l8gyym.png) 10. You will be redirected to the **Create Your First Project** screen. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1xveq4p.png) 11. Enter the following details: * Project Name ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_3lwqc6.png) * Client ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_15xb2kw.png) * Billing Rate ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_qtzx9d.png) 12. Click the **Continue** button. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_5lgtk8.png) 13. A confirmation message stating **"Project Created and Client Invited Successfully"** will be displayed in the bottom-right corner of the screen. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_170b0mn.png) 14. You will then be redirected to the **Configure Your Team's Shift** screen. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_t7pzuj.png) 15. Enter the following details: * Shift Name * Start Time * End Time * Time Zone * Working Days ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_o3aqvh.png) 16. Click the **Continue** button. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_o3aqvh.png) 17. A confirmation message stating **"Shift Created Successfully"** will be displayed in the bottom-right corner of the screen. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_g4lar2.png) 18. You will then be redirected to the final step, **Get Your Team Set Up**. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_4mh27y.png) 19. Select one of the available options: * Share Install Link ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_gywpxw.png) * Install Centrally ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_hqrccl.png) 20. If you select **Share Install Link**, enter the following details: * Full Name ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_at054t.png) * Work Email Address ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_yglapf.png) 21. Click the **Send Invites** button. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_ytj3fc.png) 22. A confirmation message stating **"Member Invited Successfully"** will be displayed. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_vatf0.png) 23. Upon successful completion, you will be redirected to the **Dashboard** screen. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_19igyh0.png)