Organizations in DOKKA

When a new client subscribes to DOKKA, our team creates an organization for them as the first step. This organization serves as the container for all the companies the client will manage in DOKKA. After the organization is set up, the client can begin creating individual companies and connect each one to its respective ERP system.

Who Creates the Organization?

Organizations in DOKKA are created by the DOKKA team as part of the onboarding process. 

What Information Is Needed?

To create an organization, we require the following:

• Organization Name

• Country

Once the organization is created, the client will receive login credentials to access it.

First Admin User

As part of the setup, DOKKA will also create the first admin user for the organization. This user will have full access and permissions to manage the system and begin the setup of companies, folders, and processes.

Organization Details

After logging into the organization, the admin can:

• Upload the organization logo
  
  
  You can do so by clicking on the grey man on the top left corner -> settings -> general -> Main Info -> Click on the folder icon
  
  
  
  
  
  
  

• Add the address under:
  
  Company Settings → General -> Main Info -> Edit "Country", "Address" and "City"
  
  
  

What’s Next?

Once the organization has been created and the admin has access, the next step is to create companies within the organization. Each company can then be connected to its own ERP system.

Click here to learn how to create companies in DOKKA