Here's a guide on how to set up your team's level of access and how to create their accounts:

To get started with organisations head over to and login to one of your admin accounts. Go to the bottom left and click on account settings > organisation > People.

Once in the organisation’s menu, it's important to know:

  • Locations (orange: Displays all existing sites within the selected organisation.

  • People (blue): Here you can add members to your team as per this guide:

  • Groups (red): Here's where you create groups and sub-groups.

  • Settings (green): Here's where you change the name of the organisation you're currently logged into.


The first thing to do to get started is to create a sub organisation (Group). From there click on the Add Group button and name your group.

Once your group is created, you'll want to add locations to it. To do this go to the Locations tab and select the appropriate sites that you'd like to add to your sub organisations using the checkboxes on the left side of the site name. You will also have to use the small arrow that is pointing downwards on the top check box to select what sites get moved to the desired group:

The best use for this is if you have multiple sites that are managed by multiple managers.

Now that this is done your desired sites are now a part of your Sub-Organisation/Group. When you search between your sites, it will look like this now:


If you need to edit the Organisation or Group name, go to Settings and edit the name. This will affect the organisation that you are currently in.

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