Creating an Organization

An enterprise master account can create an organization and add member accounts to this organization. In this way, the master account can view financial information by organization.

Creating an Organization

Go to the Organizations and Accounts page.
Click Create Organization in the upper left corner of the page.
Specify the organization name, parent organization, and organization description.

To change the parent organization, click Edit next to the Parent Organization field.
Click Next.

A maximum of 5 organizational levels can be created.

A maximum of 100 organizations (excluding root node organizations) can be created.

The system displays a message indicating that the organization is created successfully.
Click Add Member Account to invite accounts to join this organization or click Add Member Account Later.

Modifying or Deleting an Organization

To modify an organization name or description, locate the organization and click Edit in the Operation column.
To delete an organization, locate the organization and click Delete in the Operation column.

If an organization has subsidiary organizations or member accounts, the organization cannot be deleted.