How to Create and Manage Organization in Contract?

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Introduction

When you sign up for Zoho Contracts, your first step is to create an organization. An organization acts as the central hub for managing all your contracts, users, and subscriptions. By default, a primary organization is created automatically when you sign up.

 

If you operate multiple businesses, Zoho Contracts allows you to create and manage multiple organizations under the same account. This makes it easier to handle contracts, users, and subscriptions for each business separately on a single platform.

Step-by-Step Instructions

 

Follow these steps to create an additional organization in Zoho Contracts:

  1. Click the User Icon in the top-right corner of the dashboard.
  2. Under Organization, select the current organization name and click Manage Organizations.
    • You will be redirected to the My Organizations page, where all your existing organizations are listed.
  3. Click Create Organization in the top-right corner.
  4. Enter the required organization details.
  5. Click Save and Continue to complete the setup.

Once created, you will be redirected to the new organization’s homepage, ready to start managing contracts.

Important Notes

  • Organization URL and Currency cannot be changed after creation.
  • Organization Name and URL must be unique for every organization you own.
  • Invited users will only join the organization after accepting the invitation.
  • For guidance on handling multiple organizations, see Managing Organizations.

Managing Organizations:

 

Zoho Contracts allows you to manage multiple organizations under a single account, making it simple to oversee contracts for different business entities. You can easily set a default organization for quick access or switch between organizations whenever needed.

 

How to Set a Default Organization

  1. Click the User Icon in the top-right corner of the Zoho Contracts dashboard.
  2. Under Organization, click your current organization name and select Manage Organizations.
    1. You will be redirected to the My Organizations page, where all your organizations are listed.
  3. Find the organization you want to set as the default and click Set as Default.

Your selected organization will now be the default whenever you log in.

 

How to Switch Between Organizations

  1. Click the User Icon in the top-right corner.
  2. Under Organization, click your current organization name.
  3. Select the organization you want to access from the dropdown list.

You will be redirected to the homepage of the organization you selected.

 

Tip: Managing multiple organizations efficiently helps streamline contract management across different business units within Zoho Contracts.

 

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