Create an organisation
Create a new organisation from the Global organisation, choose a stable unique key, and finish the local setup afterwards.
Add a new organisation so a team has its own space for campaigns and local settings. You create organisations from the Global organisation's admin area, and you don't choose a parent organisation.
Prerequisites
- You have admin access to the Global organisation.
- You have the organisation name and the unique key ready.
- You know whether you want to set an image, the consent banner, or the feedback block during creation.
What the create form includes
The create form has these fields:
| Field | Example value | Why it matters |
|---|---|---|
| Organization Name | Paris Centre | Gives admins a clear, readable label |
| Group Unique Key | paris-centre | Creates the stable organisation identifier used across configuration and integrations |
| Image | Upload a logo or placeholder image | Adds an organisation image to the record |
| Show Consent Banner | On | Turns the organisation's consent banner on |
| Show Feedback Block | On | Turns the organisation's feedback block on |
Treat the unique key as a stable identifier
The unique key is more than a label. It is the long-lived organisation identifier used across the product and downstream configuration, so avoid changing it casually after creation.
Create the organisation
Switch to the Global organisation
Open the organisation switcher, select the Global organisation, then open General Settings and the Organisations tab.
Start the creation flow
Click Create Organisation. In the form, the confirmation button is labeled Create Group.
Complete the available fields
Enter the organisation name and the unique key, then add the optional image or toggle values if you need them at creation time.
Submit the modal
Review the values carefully, then click Create Group to create the organisation.
Finish the local setup afterwards
After the organisation exists, switch into it and finish the rest of the setup:
- Review General settings such as timezone, language, address, and CTA values.
- Review Notifications if the organisation should not inherit Global defaults.
- Add organisation-level variables.
- Configure the organisation's domain settings if needed.
- Assign the right users to the organisation.
What is not part of the create form
When you create an organisation, you do not choose:
- a parent organisation
- a default timezone
- a default language
You set those later in the organisation settings screens.
Related
Organisation settings (general defaults)
Review the organisation settings screens after the organisation exists.
Variables at organisation level
Set the shared values used by templates, add-ons, and OmniLab Pages scripts.
Assign users to organisations
Grant the new organisation to the right users with the right role.