Set up your organisation

An organisation is the company your jobs and people belong to. Creating one makes you its Admin.

1. Sign in.
2. Open your avatar and choose Organisation.
3. If you see Set up an organisation, type the name, tick the box to agree to the Terms of Service, and choose Create organisation.
4. If you already belong to one, choose it under Working in instead of creating another.

When you sign up, the last step asks for your company and sets it up the same way. Choose Skip, I'm joining my company if your company already uses SafetyDocs: an Admin there can invite your email, and you join it.

What happens next

Open General to rename the organisation or choose Change logo. A new logo is checked for viruses first, and the old one shows until that's done. If it doesn't pass, you'll see a message here and can choose another. Save keeps the new name. When you belong to more than one, Working in switches between them. To set up another organisation, open Working in and choose Create organisation.

Under Company details in General, an Admin can add the organisation's ABN or NZBN, address and phone, then choose Save details. They show only on documents whose header switches them on. The address also tells a new document's legislation list which state or territory to start with. Leave a field empty to clear it.

Under Country in General, an Admin can choose the country your jobs are in. Address search in Create job and Edit job then shows places in that country first. Addresses in other countries still come up, so a job abroad can still be found. Choose Anywhere to put no country first. If no one has chosen, SafetyDocs picks it from your first invoice when its currency is used by one country, such as Australian dollars for Australia.

Under Notifications, an Admin can choose which notifications the organisation sends by email and SMS. Everything is on to start with.

An Admin can delete the organisation from the bottom of General. That cannot be undone.

Invite someone once the organisation exists.