GREENDEX

Create Organization

Set up your first organization in Greendex

Create Organization

Creating an organization is the first step after verifying your email. Organizations represent your legal entity (company, NGO, institution) that runs Erasmus+ projects.

When to Create an Organization

You'll be prompted to create an organization:

  • Immediately after email verification
  • When logging in without any existing organizations
  • If you leave all organizations and need to create a new one

Organization Creation Process

Step 1: Access the Creation Form

After login, if you have no organizations:

  • You'll be automatically redirected to the organization creation page
  • The page shows a simple form to get started

Step 2: Enter Organization Details

Fill in the required information:

Organization Name (Required)

  • Enter the official name of your organization
  • This name will be visible to team members and participants
  • You can change this later in settings

Organization Slug (Auto-generated)

  • A URL-friendly version of your name
  • Used in some URLs and references
  • Usually auto-generated from the name

Step 3: Submit the Form

Click "Create Organization" to complete the setup.

What Happens Next

After creating your organization:

  1. Organization created - Your organization is now active
  2. You're the Owner - You have full control over the organization
  3. Redirect to Dashboard - You'll be taken to your organization dashboard
  4. Ready to invite team - You can now add members

Organization Limits

Single Organization Per User

Currently, each user account is associated with one organization at a time through membership. You can:

  • Be a member of multiple organizations (via invitations)
  • Switch between organizations you belong to
  • Create additional organizations if needed

Ownership

As the creator:

  • You automatically become the Owner
  • You can invite other Owners, Employees, or Participants
  • You can transfer ownership to another member
  • You can delete the organization if needed

Troubleshooting

"Organization Already Exists"

If you see this error:

  • The organization name may already be taken
  • Try a different, more specific name
  • Add location or department to make it unique

Form Won't Submit

  • Ensure the organization name is filled in
  • Check for any validation errors
  • Try refreshing the page and trying again

Redirected Back to Create Page

If you're redirected back after creation:

  • The organization may not have been created successfully
  • Check your network connection
  • Try creating the organization again

Best Practices

Choosing an Organization Name

  • Use official name - Match your legal entity name
  • Be specific - Include location if you have multiple chapters
  • Keep it professional - This name is visible to participants
  • Avoid abbreviations - Unless they're widely recognized

Setting Up Your Organization

After creation, consider:

  1. Invite team members to help manage
  2. Configure settings like timezone
  3. Create your first project
  4. Set up branding and customizations

Multi-Organization Users

If you belong to multiple organizations:

Switching Organizations

  1. Use the organization switcher in the sidebar
  2. Select the organization you want to work with
  3. Your dashboard and projects update automatically

Organization Context

  • All actions are performed in the context of the active organization
  • Projects, participants, and team members are organization-specific
  • Settings apply to the currently selected organization

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