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Creating a Sub-Organization

Follow the steps below to create a sub-organization in Vec-Tr:

  1. Navigate to Organizations
    • From the left-hand menu, click on Organizations.
    • The My Customers page will open by default.
Organizations Landing Page
  1. Switch to All Organizations
    • Click on the All Organizations tab.
    • You will see the complete list of organizations available in the system.
All Organizations tab
  1. Add a New Organization
    • Click the + New Organization button (green button on the right side).
    • A dialog box will appear to fill in the organization details.
Dialog box after clicking new organization
  1. Fill in the Sub-Organization Details
    • Name: Enter the name of your sub-organization.
    • Managing Organization: From the dropdown, select the parent organization under which you want to create the sub-organization.
    • Labels (Optional): Enter a label if you want to tag the sub-organization with a specific identifier.
    • Admin Name: Enter the name of the admin for this sub-organization.
    • Admin Email: Enter the email address of the admin.
  1. Enter Location Details
    • After filling in the general information, switch to the Location tab in the dialog box.
    • Provide the following information:
    • Address Line 1: Enter house/flat/block details.
    • Apartment/Road/Area: Enter street or locality name.
    • Postal/ZIP Code: Enter the area’s postal code.
    • Country, State, and City: Select the location of the sub-organization.
    • Timezone: Choose the correct timezone.
    • Location Name: Enter the location name.
    • Click Create once all required fields are filled.
Fill in the Location details for the sub-organization.
  1. Confirm Organization Creation
    • After submitting, you will see a success notification: Organization created successfully.
    • The new sub-organization will now appear in the All Organizations list.
  1. Confirm Organization Creation
    • The admin email entered during creation will receive a “Welcome to Vec-TR | Set Up Your Account” email.
    • The admin needs to click Set your password in the email to activate their account and start using the dashboard.
Admin receives an email invitation to set up the account for the new sub-organization.

The sub-organization is now fully created and ready to use in Vec-TR.