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Child Organization Creation Guide

Follow these steps to create a new child organization under your current organization.

Step 1: Navigate to Creation Form

  1. Click "Organizations" in left sidebar menu

  2. Click "+CREATE" button (Teal, top-left corner)

  3. "Create New Organization" page loads

Step 2: Complete Organization Form

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Organization Name (Required)

Input Rules:

  • Length: 3-40 characters

  • Allowed: Letters, numbers, spaces, periods (.), underscores (_), hyphens (-)

  • Not allowed at start/end: Period (.), underscore (_), hyphen (-)

  • No consecutive special characters: Avoid org..name or org--name

Examples:

  • ✅ Atreyo Research and Development LLP

  • ✅ Reliance Industries

  • ✅ Google Cloud Platform

  • ✅ Mumbai_Branch_Office

  • ❌ _Organization (starts with underscore)

  • ❌ Org..Name (consecutive periods)

  • ❌ Department- (ends with hyphen)

💡 Naming Best Practices:

  • Use clear, descriptive names reflecting business structure

  • Consider geographic location: "Mumbai_Office", "Delhi_Warehouse"

  • Consider function: "R&D_Lab", "Production_Floor_A", "Sales_Team_North"

  • Maintain consistent naming convention across all organizations

Step 3: Submit Form

Button

Color

Action

CREATE

Teal

Submit and create new organization

RESET

Teal outline

Clear form fields

CLOSE

Red outline

Cancel and return to list

Important Notes

Automatic Parent Assignment:

⚠️ The new organization you create will automatically become a child of your current organization (the one the logged-in user belongs to).

Example:

  • You belong to: "ATREYO" (Level 1)

  • You create: "AMC"

  • Result: "AMC" becomes Level 2 child under "ATREYO"

Cannot Choose Parent:

  • You cannot select a different parent organization

  • New organization always created under your current organization

  • To create under different parent, switch to that organization first

After Creation

Immediate Effects:

  1. New organization appears in Child Organizations list

  2. Organization is assigned Level = (Your Level + 1)

  3. You can now:

  • Register devices to this organization

  • Create roles specific to this organization

  • Invite users to this organization

  • Create further child organizations under it (Level 3)

Next Steps:

  • Create Roles: Define permissions specific to this organization

  • Invite Users: Add team members to the new organization

  • Register Devices: Assign devices to the organization

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