Create a New Organization

You were prompted to create an organization when you created your Docubee account, however you can create additional organizations as needed.

Any user can create new organizations.

Create New Organization

To create a new organization:

1. Log in to Docubee.
2. Click your account icon in the top-right corner of your screen to open the drop-down menu.
3. Click Switch Organization.
4. Click Create Organization in the bottom corner of the panel.
5. Enter a name for your new organization in the Organization Name field as well as a Workspace name.
6. Click Create.
7. Your new Organization has been created and set to your active Organization.

Your new organization is created, and you are set as the organization owner. Next you may want to add organization members and/or workspaces. See Overview of Organizations, Workspaces, and Members for more information about how these things relate to one another.

Related Information

Additional Resources

Need more help getting set up? Contact us for assistance from our customer support team or register for Office Hours.