Creating an Organization

Product version: 1.0.0+1 Last updated: 2026-10-02 Audience: New users creating their first organization, and owners adding another organization


The Create Organization Wizard

When you need a new workspace, the Create Organization wizard sets up your organization (called a tenant). You are designated as the Tenant Owner with full administrative access.

The wizard has three steps for your first organization: details → organization language → review. A fourth step, Choose your subscription, is added when you create an additional organization (or when your account has already used its one-time welcome trial). Each step must be completed before proceeding.

Situation What happens
First organization One-time welcome free trial (1 month, 1 user, 1 GB). No payment is needed to create it.
Additional organization Paid. You choose a subscription and pay through Stripe Checkout before the organization is created. Open the wizard from Settings → Organizations → Create organization.

If you were invited to an existing organization, you do not need to create one — accept the invitation email and sign in to join that organization.


Step 1: Organization Details

Enter the basic information for your organization.

Organization Name

Your company or organization name. This appears in the workspace header and in organization lists.

Requirement Value
Required Yes
Changeable later Yes — Settings → Organizations → Edit organization (tenant:update or owner)

URL Slug

A short, unique, URL-friendly identifier (e.g., my-company, acme-corp).

Requirement Value
Required Yes
Allowed chars Lowercase letters, numbers, hyphens
Uniqueness Must be unique across all organizations. If the slug is already taken, the wizard returns you to this step to change it.
Auto-generated From the organization name (editable in the wizard)
Changeable later No — slug is immutable after create (edit form hides the slug field)

Country

Select your country from the dropdown. Country is not a separate field on TenantEntity. At create time it is baked into the organization description (along with organization type). It is not editable later as a dedicated country field.

Organization Type

Choose one profile card:

Type Meaning
Enterprise Larger teams / advanced operations — maps to the enterprise tier
SME / Startup Start on the free tier and scale as you grow

Organization type is also written into the description metadata at create time and used to resolve the initial tier.

Optional fields on review

On the review step you may also add an optional free-text description and website. Those values are stored on the tenant record.


Step 2: Organization Language

Choose the organization's language:

Language Label Direction
English English Left-to-right (LTR)
Arabic العربية Right-to-left (RTL)
  • Your choice is shown on the review step. It does not change your app language.
  • To change the app language, use the Settings hub (preferences on the hub body — there is no separate Preferences route).

Step 3: Review and Confirm

The final step shows a summary of your choices, including:

  • Organization name and slug
  • Country and organization type
  • Language
  • Plan tier (Free trial, Enterprise, or Subscription required for a paid organization)
  • Optional description / website (if entered)

Use Back to return to previous steps if needed.

For your first organization, tap Create organization to finalize. The system:

  1. Creates the organization record.
  2. Assigns you as owner.
  3. Sets the new organization as your current workspace.
  4. Refreshes your session and takes you to the Dashboard of the new organization.

Step 4: Choose Your Subscription (additional organizations)

  1. Choose the number of months, seats (users), and storage.
  2. Tap Continue to payment and complete Stripe Checkout.
  3. After payment, the organization is created and you return to Organizations.

After Create (Optional Billing Tip)

When you are ready to move beyond the welcome trial:

  1. Open side rail Billing → Plans (or Billing → Subscription).
  2. Choose a plan and complete Stripe Checkout when prompted.

Invitations, members, and storage are limited by your subscription. The welcome trial includes one seat, which you occupy as owner — add seats in Billing before inviting teammates.

Changing organization identity later

Field Where
Name, description, website, logo, active Settings → Organizations → Edit organization (tenant:update or owner)
Slug Immutable after create
Plan, seats, storage Billing (summary on Settings → Workspace, read-only)

Merchant organization detail does not show the organization UUID.


Immediate Next Steps

Action How To
Invite your team Side rail Team → Invites (or Settings hub shortcut) — optionally follow Team → Roadmap
Add products Product Catalog
Set up warehouses Inventory → Warehouses
Review billing Billing → Plans when ready
Check plan limits Settings → Workspace

Related: Overview | Signing In | Profile Guide | Organizations | Billing overview