Creating or joining an organisation

Creating or joining an organisation

Start from scratch, from an NZBN lookup, or request to join.

01Create

Create an organisation by hand, or from an NZBN lookup. The official register fills in the legal name, type and registration details so they match what the government holds. You become the owner. The onboarding steps that follow are described in the walkthrough help.

02Join

Search for an existing organisation and request to join. Someone who manages its members approves the request.

An organisation only turns up in that search if it has turned on Join requests. A private organisation is not merely unjoinable; it is invisible to the search.

03Belonging to more than one

You can belong to several organisations at once and switch between them from the organisation switcher. Only one is active at a time, and everything you see, such as flows, forms, offerings and your time, belongs to whichever that is.

Related articles

Onboarding a new organisationJoining or creating an organisation, and what each onboarding step asks for.Members, invitations and requestsInviting people, approving requests, and what a member record holds.How do roles and permissions work?Owner, admin and member, plus custom roles.Details, hours and servicesThe organisation record customers, bookings and the agent read from.How do I use multiple accounts?Sign into several accounts at once and switch between them.
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