Documentation

How to Use Organizations

How to Use Organizations

Admin

Create and manage multiple companies under one Staffic account — each with its own code, timezone, currency, and isolated data (admin only).

Organizations overview

  1. Open Organizations

    Go to Organizations under Admin in the left sidebar. Switch between Active and Archived, search by name, and click + Add Organization to create another company.

    Organizations table with Name, Address, Code, Timezone, Currency, and edit actions
  2. Read the table

    Each row is one legal entity or workspace:

    • Name

      Organization display name (for example, DeveloperLook).

    • Address

      Office or billing address for records.

    • Code

      Unique join code (for example, HiOKeu) — members use it on Join Organization during signup.

    • Timezone

      Default for timesheets and attendance (for example, Asia/Dhaka).

    • Currency

      Payroll and invoice currency (for example, BDT, USD).

    • Action

      Edit (pencil) or delete (trash) — archive instead of delete when you need history.

  3. Switch organizations

    Users who belong to multiple orgs switch from the organization menu in the app header without logging out. Billing and member counts are per organization.

    Keep client data in separate organizations for agencies and holdings — do not mix confidential work in one org.

Add an organization

  1. Step 1: General Details

    Click + Add Organization. On General Details, enter name, address, timezone, and currency, then click Next.

    • Organization Name

      Legal or brand name shown across the workspace.

    • Address

      Optional location note.

    • Timezone

      Drives timesheet day boundaries and reports for this org.

    • Currency

      Affects Payroll, Invoices, and member rates — see reminder below.

    After changing currency, update each member’s pay rate, bill rate, and monthly salary under Admin → Members.

    Add Organization wizard step 1 with name, address, timezone, currency, and Next button
  2. Step 2: Choose Pricing

    Select a plan for the new organization (same flow as initial signup). Complete the wizard to activate the org.

Tips

  • Use separate organizations for distinct legal entities — never mix client payroll in one org.
  • Share the Organization Code only with people who should join that workspace.
  • Archive inactive orgs instead of deleting when you need historical reports.
  • Match timezone to where the majority of members work.

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