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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 theCreation OrganizationsForm

page
and click

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

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

This will take you to the

"Create New Organization" page.page loads


Step 2: Complete Organization Form

obraz.pngembedded-image-oatUSblR.png

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


    Step 3: Submit Form

    Button

    Color

    Action

    CREATE

    button

    Teal

    Submit and create new organization

    RESET

    Teal outline

    Clear form fields

    CLOSE

    Red outline

    Cancel and return to addlist

    a


    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


        After Creation

        Immediate Effects:

          New organization appears in Child Organizations list

          Organization is assigned Level = (Your Level + 1)

          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