How to Create an Organization

• Tags :organization,setup,admin,registration

How to Create an Organization

Creating a new organization is the first step for setting up your workspace. The organization creator automatically becomes the ADMIN user with full access to all features.

Prerequisites

  • A valid email address
  • A secure password that meets the requirements
  • Organization details (company name, optional tax ID)

Step-by-Step Process

1. Access the Registration Page

  1. Navigate to the application’s sign-up page
  2. Select “Create an organization” option
  3. You’ll be redirected to the organization creation form

2. Fill in Admin User Details

Required Information:

  • First Name: Your first name (max 255 characters)
  • Last Name: Your last name (max 255 characters)
  • Email Address: Valid email in format name@domain.com
  • Password: Must meet security requirements

Password Requirements:

  • At least 8 characters long
  • At least one uppercase letter
  • At least one number
  • Maximum 12 characters

3. Organization Information

Required Fields:

  • Company Name: Your organization’s name (max 500 characters)

Optional Fields:

  • CIF/Tax ID: Company tax identification number (max 30 characters, alphanumeric only)

4. Accept Terms and Conditions

  • ✅ Required: Accept Terms and Conditions
  • ☐ Optional: Accept email notifications for updates and important information

5. Submit Registration

  1. Click the “Sign Up” button
  2. The system will:
    • Create your user account with Supabase Auth
    • Generate a unique organization with invitation code
    • Set you as the ADMIN user
    • Create initial cost rate entries
    • Set up organization metadata

6. Confirmation and Next Steps

  • Upon successful creation, you’ll be redirected to the sign-in page
  • You can now log in with your credentials
  • Access your organization’s admin settings to:
    • Configure organization details
    • Set up currency preferences
    • Generate invitation codes for team members
    • Configure national holidays

What Gets Created

When you create an organization, the system automatically:

Organization Setup

  • Unique Organization ID: Generated automatically
  • Invitation Code: 16-character hexadecimal code for team invitations
  • Organization Metadata: Company name, CIF, creation timestamp
  • Admin User Profile: Your user profile with ADMIN role

Initial Configuration

  • Currency Settings: Default currency setup (can be changed later)
  • Cost Rate Structure: Basic hourly rate structure for the admin user
  • Resource Profile: Admin user resource record with initial settings

Security Features

  • Invitation Code Hash: Secure hash of invitation code stored separately
  • Role Assignment: Automatic ADMIN role assignment
  • Session Management: Secure authentication setup

After Organization Creation

Immediate Access

Once your organization is created, you can:

  1. Sign In: Use your email and password to access the application
  2. Admin Dashboard: Access admin settings to configure your organization
  3. Invite Users: Share your organization’s invitation code with team members
  4. Project Setup: Begin creating projects and managing your workspace

Organization Settings

Navigate to Admin Settings to configure:

  • Organization Details: Update company name, tax ID
  • Currency Management: Set primary currency for financial operations
  • Holiday Configuration: Select national holidays for calendar features
  • User Management: View and manage organization members

Invitation Management

Your organization includes a unique invitation code that allows others to join:

  • View Invitation Code: Found in Admin Settings
  • Regenerate Code: Can be updated if needed for security
  • Share with Team: Provide code to new team members for registration

Important Notes

  • Admin Privileges: As the creator, you have full administrative access
  • Organization Ownership: You are responsible for managing the organization
  • Data Privacy: All organization data is isolated and secure
  • Billing Responsibility: Organization creator typically handles subscription and billing

Troubleshooting

Common Issues

Email Already Exists

  • If you receive an “email already exists” error, you may already have an account
  • Try signing in instead or use a different email address

Password Requirements

  • Ensure your password meets all security requirements
  • Use a mix of uppercase, lowercase, and numbers

Company Name Issues

  • Check that the company name doesn’t exceed 500 characters
  • Avoid special characters that might cause issues

Form Validation Errors

  • All required fields must be completed
  • Terms and conditions must be accepted
  • Email must be in valid format

Getting Help

If you encounter issues during organization creation:

  1. Check that all form fields meet the specified requirements
  2. Ensure your internet connection is stable
  3. Try refreshing the page and attempting again
  4. Contact support if problems persist

Next Steps

After successfully creating your organization:

  1. Learn how to invite users to your organization
  2. Understand user roles and permissions
  3. Set up your user profile and preferences