Create Teams and Collabarate #

Here we have options to create a new organization or a client organization for an existing one. #

What is a client organization? #

A client organization is a company or business that uses our product or service. Within this organization, there are different roles, such as an Owner, Admin, and various users. The Owner typically oversees the organization’s use of the product, Admins manage settings and user permissions, and users carry out day-to-day tasks using the product. Everyone in the client organization works together with the same plan to achieve their goals efficiently.

To create a new organization select “Create New Organization” similarly to create a client organization select “Create Client Organization”.

Below is the explanation of how to create a parent or client organization #

Create a new Organization: #

You can easily create your unique organization to establish a collaborative workspace for your team. Here’s how it works:

Unique Organization Name: Choose a distinctive name for your organization that represents your team or project. This name will be associated with your organization’s workspace and sites.
Select country and Zip code: Select your preferred country and enter the Zip Code, this is needed for billing purposes.
Invite Team Members (Optional): If you have team members you want to collaborate with, you can invite them to join your organization.
Provide their email addresses and specify their roles as either admin or standard users. Admins have additional privileges and can manage the organization’s settings, while standard users have access based on their assigned permissions.

You can invite multiple users by using Bulk invite feature, click on “Import List from a CSV file” this will open a popup. Here upload the file with proper format mentioned in the picture. Then click on Invite to select all the users from list.

Review & Create #

In the “Review and Create” step of creating your organization, you have the opportunity to review all the filled details before finalizing and creating your organization. Here’s how it works:

Verify Details: On this page, you will find a summary of all the information you have provided, including your unique organization name and the list of invited team members with their respective roles (admin or standard user). Take a moment to review these details carefully to ensure accuracy.
Once you are satisfied with the accuracy of the information provided and have made any necessary adjustments, click on the “Finish” button. This action will finalize the creation of your organization in ROCON.
By completing the “Review and Create” step, you are one step closer to establishing your collaborative workspace and unlocking the benefits of team collaboration and streamlined management within ROCON. Start collaborating, organizing, and achieving your goals more efficiently with your newly created organization.

Review org details when no users added

Review org details when users are added

Create a Client Organization: #

Creating a client organziation is easy and similar to creating a parent organization. Please follow below instructions to create a client organization.

Select and create client organization

Select a parent organization from the dropdown, enter a valid name for you client organization.
Inviting team members is optional and similar to parent organization.
Here you don’t need to give country and Zip Code, since the parent organization plan will be attached with client organization.