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Any user may create a new organization, subject to the 5-org limit per company. Financial defaults for the new org are automatically pre-populated with the values configured by the first org created for your company.

Open the Org Switcher

Click the org name in the top-left of the sidebar to open the org switcher dropdown.

Select “Create a new organization”

Click this option from the dropdown to begin the setup wizard.

Complete the Organization details

Enter your Organization Name, then click Continue.

Review Financial Defaults, Structure, and Initiative steps

The remaining steps of the wizard allow you to configure financial defaults and initial structure. Financial values will be pre-filled from your company’s primary org. Org limit Companies are limited to 5 organizations. If the option to create a new org is unavailable, your company has reached this limit.