Child Organization Creation Guide

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

Step 1: Navigate to theCreation OrganizationsForm

page

and
1. click

   Click the"Organizations" +CREATE button(topin left sidebar menu

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

   This
will
3. take you to the

   "Create New Organization" page.page loads

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Step 2: Complete Organization Form

InputOrganization FieldName (Required)

Organization Name

Requirement:
Enter the Organization Name.

Input Rules:

• TheLength: Organization Name must be 3 (minimum) to 3-40 (maximum) characters long.

• ItAllowed: canLetters, includenumbers, letters,spaces, numbers, spaces, periods (.), underscores (_), and hyphens (-).

• TheNot Organizationallowed Nameat cannotstart/end: start or end with a periodPeriod (.), underscore (_)_), or hyphen (-).

• It cannot containNo consecutive periods,special underscores,characters: Avoid org..name or hyphens (e.g., user..org--name).

Examples of Allowed Organization Names: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)

CREATE:
Click💡 theNaming 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

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Step 3: Submit Form

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Important Notes

Automatic Parent Assignment:

⚠️ The new child organization.

The new organization you create will automatically become a child organization 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

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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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