Your organisation holds everything your team shares: contacts, deals, projects, tasks and your Moonshot. Setting it up takes a couple of minutes, and you can change the details later.
Before you start
You'll need a verified 53° account. See Sign in and security.
Accept an invitation, if you have one
If someone has already invited you to their organisation, you'll see You've been invited when you first sign in.
- Select Accept next to the organisation you want to join. You'll go straight to its dashboard.
- Or select Decline, or Create my own organisation instead to set up your own.
Once you've declined every invitation, you move on to creating your own organisation.
Create your organisation
- Enter your Organisation name.
- Check the Slug. It's filled in from the name, and you can edit it. It's used in links and invitations, and can contain lowercase letters, numbers and hyphens.
- Wait for the slug to show as available, then select Continue. If it's taken, try another.
Set your organisation basics
These are your defaults for dates, times and money.
- Choose your Industry.
- Check your Country, Timezone and Currency. They start with UK defaults: London time and pounds sterling.
- Select Continue. Your organisation is created.
Choose your plan
- Pick your currency, then select Start 28-day free trial on the plan that fits. Every plan includes one user.
- Enter your card and billing details. You aren't charged until the trial ends, and you can cancel any time before then.
You'll land on your dashboard with your trial running, and a quick tour of it on offer. See Plans and billing for what each plan includes, and Tutorials for the tours.
Invite your team
Once you're in, invite people from Members in your organisation's settings. Each user after the first is added to your plan from the day they join. See Members and roles.
Create another organisation
- Select your organisation's name at the top of the sidebar.
- Select Create new organisation and follow the same steps.
To move between them, use Switch organisation in the same menu.
Good to know
- Your organisation is created when you finish Organisation basics. If setup is interrupted before then, you'll pick up at that step next time you sign in.
- If you leave before choosing a plan, you'll see Choose your plan next time you open the organisation. Nothing else is available until you do.
- Invitations stay open for 2 weeks.
- Guests (people outside your team) are invited later, from your organisation's settings.
- The person who creates the organisation is its owner.