How-to

Set up your own organisation

If you are not yet a member of any tenant, you open your own account and your first tenant from the Getting started screen; you become the first admin of both.

For: Account administrator, Tenant administrator, Member

When

If you are going to join an organisation by invite, this article is not for you: ask that organisation's admin for an invite. This path is for setting up your own organisation while you have no tenant membership yet.

Steps

  1. Sign in and open the Getting started screen. In the “You don't have a Tenant membership yet” section you see the Set up your own organisation form.
  2. Type your organisation's name in the Organisation name field. This becomes your account.
  3. If you like, fill in the First workspace name field. If you leave it empty, the first tenant takes the same name as the organisation.
  4. Press Create organisation.
  5. In the Choose your work areas step, tick the business areas you work in; you must pick at least one. Ticking an area opens the more detailed areas below it.

Result

You become the first admin of the account and of the first tenant. Area choices are per tenant: when you switch to another tenant, that tenant's choices are shown.

Tip If you left the setup halfway, the Getting started screen picks up from the step you stopped at.