Ctrlk
For the complete documentation index, see llms.txt. This page is also available as Markdown.

Create an Organization

Create an organization to separate work by client, department, or business unit.

What is covered

  • Create a new Organization

  • Name it for fast searching

  • Confirm access settings (if prompted)

At a glance

  • Time: ~2–5 minutes

  • Access: Account Admin (or equivalent)

Overview

Organizations separate work by client, department, or business unit. They provide a boundary for access control and reporting.

Key Concepts

  • Organization: container for Projects

  • Organization scope access: shared access across multiple Projects

  • Segmentation: Segment Types and Segments are managed at Organization scope

How It’s Used

Most Accounts use one Organization per client or department. Projects are created inside the Organization for each initiative.

Benefits

  • Prevents cross-client or cross-department mixing

  • Simplifies access control for multi-Project teams

  • Improves reporting consistency within an Organization

Setup Steps

1

Open Organizations

Open the Organizations page from the main navigation.

2

Create an Organization

Click New organization (or Add organization).

3

Enter details

Set:

  • Name (for example: ACME Corp)

  • Description (optional, one sentence)

  • Visibility / access (if shown)

4

Submit

Create the Organization.

Prerequisites

  • Sign-in is working.

  • Permission exists to create Organizations.

  • Organization name is available.

If the option to create an Organization is not available, request access from an Account Admin.

Best Practices

Keep names stable and searchable.

Good patterns:

  • Client — Program (consulting)

  • Department (enterprise)

Operational guidance:

  • Create Organizations early to simplify access control.

  • Keep naming consistent and avoid internal abbreviations.

  • Add Teammates after creation and use least-privilege roles.

Troubleshooting

Organization creation is not available

This is usually a permissions issue. Account Admin access (or equivalent) is often required.

Ask an Account Admin to grant access or create the Organization.

Summary

Next steps:

Last updated