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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.
1

Open the Org Switcher

Click the org name in the top-left of the sidebar to open the org switcher dropdown.
2

Select "Create a new organization"

Click this option from the dropdown to begin the setup wizard.
3

Complete the Organization details

Enter your Organization Name, then click Continue.
4

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.