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Manage organizations and teams

Organize teams and child organizations under the correct parent.

Web appUpdated

For Organization administrators

On this page

Before you begin

You need organization access and permission to create or edit the relevant records.

Steps

  1. Open the Organization Hub and review its Overview.

  2. Use Teams to find existing teams before creating a new one. Create a team in the intended organization and complete its required details.

  3. Use Child Organizations when the structure needs another organization beneath this one.

  4. Open the resulting team or child organization and check its identity before inviting people or adding data.

What to expect

Your structure reflects the organizations and teams you actually operate.

Troubleshooting

If creation is unavailable, check your role and organization access. Avoid creating a replacement for a team you simply have not joined yet.