Organization creation
Last updated
Last updated
This document defines how a Business Owner (Default Authority) creates and manages an Organization.
Applies to:
Business Accounts only
Business Owner role (automatic default authority)
Not applicable to:
Personal Accounts
Non-owner roles
If you are using a Business Account for the first time:
An Organization is the top-level container for all business resources
Every Business Account must have at least one Organization
The Business Owner is automatically assigned when the Organization is created
You cannot manage users, workspaces, or security policies until an Organization exists.
This guide helps Business Owners understand:
Before creating an Organization:
No additional approvals are required.
An Organization represents a legal or logical business entity.
It is used to:
Hierarchy:
Business Account → Organization → Organizational Units (optional) → Workspaces
Business Owners can create an Organization from:
Step 2: Enter Organization Information
Provide the required details:
Organization name must be unique within your account.
Step 3: Confirm and Create
The system validates:
Step 4: Organization Created
After successful creation:
You are redirected to the Organization dashboard.
The Business Owner automatically has full authority:
These permissions cannot be removed from the initial owner.
What an Organization is
Who can create an Organization
How Organization creation works step by step
What happens after the Organization is created
You must be signed in with a Business Account
You must have Business Owner authority
Email verification must be completed
Group users
Apply security and access policies
Manage billing and subscriptions
Create Organizational Units and Workspaces
First-time Business Account onboarding
Organization switcher (Create Organization)
Organization Management dashboard
Sign in with your Business Account
Navigate to Organization Management
Select Create Organization
Organization Name (required)
Organization Type (optional)
Primary Business Email (optional)
Review the entered information
Click Create Organization
Account eligibility
Ownership authority
Organization is immediately active
Creator is assigned as Business Owner
Organization ID is generated
Default settings are applied
Manage organization settings
Create and manage Organizational Units
Create and manage Workspaces
Invite users and assign roles
Define security and access policies
Configure SSO, SCIM, and MFA enforcement
Manage billing and subscriptions
Organization creation is logged for audit purposes
Ownership assignment is immutable at creation time
Sensitive actions require re-authentication if risk is detected
A Business Account can own multiple Organizations
Each Organization has its own isolated users and policies
Deleting an Organization permanently removes all related resources
Item
Description
Who can create
Business Owner only
Minimum required
Organization name
Owner assignment
Automatic
Editable after creation
Yes (except ID)
Applies to
Business Accounts only