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  5. Creating and managing organizations

Creating and managing organizations

Step 1: Accessing Organizational Settings

  • Navigate to Settings: Log into your Jüulio™ account and go to the settings or organizational management section.
  • Initial Organization Setup: If you have already set up an organization during your Jüulio™ registration (e.g., Mike J LLC), it will appear here as the default organization.

Step 2: Managing Existing Organization

  • Edit Organization Details: Select your organization to modify details such as name, location, tax ID, and other specific settings.
  • Review Settings: Dive into specific settings like accounting options, which include invoice templates and other financial functionalities.

Step 3: Adding a New Organization

  • Add New Organization: To create a new organization (e.g., Mike Tireshop), click on the option to add a new organization.
  • Enter Organization Details: Provide the official name, fictitious tax ID, and other relevant information.
  • Configure Settings: Set specifics such as profit-based bonuses, time zone, start of the week, language preferences, and date formats just as you did during the initial setup.

Step 4: Setting Communication Preferences

  • Communication Settings: Decide if and how different organizations within your account should communicate. Remember, by default, organizations do not share data.
  • Custom Integration: If you need the organizations to interact or share data, such as employees and inventory, consider Jüulio™’s customized solutions.

Step 5: Finalizing the Organization Addition

  • Save and Continue: After entering all the details and setting preferences, save the information to add the organization to your account.
  • Verify the Addition: Ensure that the new organization appears on your dashboard and is set up correctly.

Step 6: Switching Between Organizations

  • Switch Organizations: Use the dashboard button to toggle between different organizations. This allows you to manage and view data specific to each organization seamlessly.
  • Default Organization: Set which organization appears by default when you log in to Jüulio™.

Step 7: Managing Organization Specifics

  • Individual Organization Management: Within each organization’s settings, you can manage details specific to that entity, such as viewing and adjusting organizational settings.
  • Keep Information Separate: Remember that each organization is treated as a separate entity and does not automatically share information with others under your account.

Conclusion

This tutorial guides you through the process of creating and managing multiple organizations within Jüulio™, enabling you to handle various aspects of your business portfolio efficiently. Always ensure to regularly review and update organization settings to match your evolving business needs.

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