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Create an organization

Make an organization and become its Org owner. Needs an account: see Install and sign in.

Create it in the app

Section titled “Create it in the app”
  1. Open Preferences → Teams.
  2. At the bottom of the left rail, click + New organization.
  3. Type the Organization name (for example “Acme Inc”) and click Create organization.
  4. Add a team: use + New team under your organization, name it, click Create team.

You land on the new organization. Its header reads “Organization · you are owner”. Invite people next from + Invite to org.

Preferences, Teams pane with the New organization form: Organization name field and Create organization button.

Create it on the web

Section titled “Create it on the web”
  1. Sign in to the dashboard (your server’s address, or teamhud.app).
  2. Open Organizations in the left menu and click New Organization.
  3. Enter the Name. The Slug (the URL-friendly identifier) fills in from it; edit it if you like.
  4. Click Create.
The dashboard Create Organization dialog with Name and Slug fields and Cancel and Create buttons.
The New Organization dialog on the dashboard.

If the slug is taken you are told and can pick another. A free self-hosted server is limited to one organization.

Tour of the dashboard

Section titled “Tour of the dashboard”

The left menu has these pages. Org owners and Org admins use the ones marked below.

Page What it is for
Overview Your organizations and account at a glance.
Organizations Each organization with a Members and a Teams tab, edit and delete. Org owners also see Plans & billing.
Transcription Org transcription provider and a Test connection. Org owner and Org admin.
Recording Policy The org’s capture switches, and Keep a team’s call recorded. Org owner and Org admin.
Sign-in & Channels Which sign-in methods are accepted, where chat lives, Slack or Microsoft auto-join. Org owner and Org admin.
Settings Your own account settings.

The menu also has Call Diagnostics, a technical page for troubleshooting calls. A team’s quest-suggestion rules live at /account/suggestions in the dashboard (Team leads edit, members read); only a System admin’s menu links to it. Server pages with an Admin tag are for a System admin.

The dashboard Organizations page with Tidewell Harbour Co expanded: a Plans & billing panel above Members and Teams tabs and the member list.
An expanded organization on the dashboard.

Policies are covered on Org policies; people on People and ownership.

Edit or rename

Section titled “Edit or rename”

On Organizations, the pencil icon (Edit organization) renames it. Org owners and Org admins can. The trash icon (Delete organization) is for the Org owner only: see People and ownership.