How to Create and Manage Organization in Contract?

Important notes

• The organisation URL and currency cannot be changed after creation.
• The organisation name and URL must be unique for every organisation you own.
• Invited users only join the organisation once they accept the invitation.

Managing multiple organisations

Zoho Contracts lets you manage several organisations under one account, useful for overseeing contracts across different business entities.

How to set a default organisation

1. Click the User Icon in the top right corner.
2. Under Organization, click your current organisation name and select Manage Organizations.
3. On the My Organizations page, find the organisation you want as default and click Set as Default.

Your chosen organisation is then used by default whenever you log in.

How to switch between organisations

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

You are redirected to the homepage of the organisation you selected.

Tip

Managing multiple organisations well helps streamline contract management across different business units within Zoho Contracts.