This article walks through the actual screens and fields for creating a new Organization or Organizational Unit in wxrks. If you're not yet sure what these two entities are or how they relate to your Account, read Accounts, Organizations and Organizational Units first — this guide assumes you already know the concept and just need the steps.
💡 Who is this for? This guide is for Account Admins who need to create a new Organization or Organizational Unit in wxrks.
Creating an Organization
Only users with the Account Admin role can create an Organization. Any Organization you create is added to your own Account automatically — Accounts themselves are set up by wxrks when a company is onboarded to the platform, not from within the app.
From the sidebar, open Organizations, then select Organizations. On the Organizations list, click Add Organization.
Fill in the form and click Create:
1. Name — the Organization's full name. Required.
2. Country — the country where the Organization is mainly located. Required.
3. Organizational Units — optionally associate one or more existing Organizational Units with this Organization right away. Not required — you can always add or create Organizational Units later.
If you click Add Org. Unit inside the Organizational Units field instead of picking an existing one, a small window opens to draft a brand-new Organizational Unit without leaving this page.
Once you click Create, wxrks confirms the Organization was saved and takes you to its Information tab:
From here, you can configure Associations, Prices, Hierarchy View, MT Settings and Custom Fields — all covered in All about Organizations.
Creating an Organizational Unit
Account Admins can create Organizational Units. Every Organizational Unit must belong to an Organization, so you'll need at least one Organization to already exist (the form's Add Organization option takes you to the Add Organization page, described below) before you can finish this flow.
From the sidebar, open Organizations, then select Organizational Units. On the list, click Add Organizational Unit.
Fill in the form:
1. Organization — the parent Organization this unit belongs to. Pick an existing one. If you don't have one yet, click Add Organization in this same dropdown: it opens the Add Organization page, where you create the Organization before coming back to create the Organizational Unit.
2. Contact Person — the unit's default point of contact. The person you choose needs to already be registered as a wxrks user.
3. Name — the Organizational Unit's name (for example, a client, department, or division).
You'll also set the unit's Country, Currency and Timezone — pick the Country first: wxrks then pre-fills a default Currency and lists that country's timezones, so check both before you continue.
A completed form looks like this before you click Create:
Click Create. You'll be redirected to the new Organizational Unit's General tab, where the rest of its settings live — see All about Organizational Units for what each one does.
Two things are worth knowing before you create an Organizational Unit: changing its parent Organization later is a move, not a copy. An Account Admin can do it from the unit's General tab after confirming a prompt, but the unit leaves its previous Organization, which changes who can see it — so pick the right Organization up front. And an Organizational Unit can't be deleted from the interface — if you create one by mistake, contact [email protected].
Next steps
Accounts, Organizations and Organizational Units — how Accounts, Organizations and Organizational Units relate to each other, and how they affect access.
All about Organizations — configuring an Organization's Associations, Prices, Hierarchy View and MT Settings.
All about Organizational Units — every setting available on an Organizational Unit, from Projects defaults to Billing and Access Management.