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

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

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