Create an organization
An organization is one customer workspace (tenant) in ProtoCRM. Platform super admins create it, choose its owner and decide which modules it can use.
Where to find it
Admin sidebar → Organization → Organization (/admin/organizations) → button New Organization.
Before you start
The owner must already exist as a user and must not belong to another organization (the owner picker lists only users with no organization). Create the user first, see Create a user.
Steps
- Click New Organization. The dialog Create New Organization opens.
- Fill in the fields below.
- Click Create Organization. A message confirms Organization created successfully!
- The organization appears in the list. Click its row to open its workspace (members, modules, SMTP, storage, settings).
| Field | Notes |
|---|---|
| Organization Name | Required. |
| Organization Slug | Required. Click into the field and it is filled from the name. |
| Organization Owner | Required. Pick a user with no organization yet. |
| Initial Seat Limit (optional) | Whole number, 0 or more. Leave blank for unlimited. |
| Enabled Modules | Checkboxes. The core modules plus CRM and Reports are ticked by default. |
Tips
- You can change modules later in the organization's Modules & plan tab, or assign a plan.
- The seat limit can be changed later, and owners can ask for more seats (Seat requests).
- Dealers create organizations from their own area, see Dealer role.