# Create your organization (workspace) in Alano

An organization in Alano is your shared workspace where you collaborate with teammates, manage deals, contacts, tasks, and configure AI settings.

You can create multiple organizations under one account.

## Step 1: Open the organization switcher

From your dashboard:

Look at the top-left corner

Click your current workspace name (e.g. Louie’s Space)

Select Manage Organizations

This will take you to your organization management page.

## Step 2: Create a new organization

On the Your Organizations screen:

Click Create New Organization

A setup modal will appear

In the Create New Organization modal:

Upload logo (optional)
Add your company or team logo.
Large images will be automatically compressed.

Organization name
Example:
Alano Sales Team
Acme Ltd.
Marketing Workspace

Description (optional)
A short description to help your team understand the workspace purpose.

Once done, click Create Organization.

## Step 3: Access organization settings

After creating the organization, you’ll be redirected to your workspace.

To manage it:

Click your profile icon (top right)

Select Settings

Under Admin Tools, click Organization Settings

Here you can configure:

Organization name & logo

Users, roles, and permissions

AI preferences

Custom objects and fields

Company info for documents

## Step 4: Invite team members to your organization

Inside Organization Settings → Members:

Click Add

Enter the teammate’s email address

Alano supports two cases automatically:

Existing Alano users → added instantly

New users → receive an invite email and join once they sign up

## Assign roles

User – standard access

Admin – manage settings and members

Manager (optional) – can approve deals moved to “Won” status

Click Add Member to send the invite.

## Step 5: Start collaborating

Once your organization is set up, your team can:

Share contacts and customers

Work on deals together

Assign and track tasks

Use AI-powered insights and scoring

Keep notes and decisions centralized

Everything updates in real time across the workspace.

## Tips

You can switch organizations anytime using the top-left workspace switcher

You can create multiple organizations for different teams or clients

Organization logos and settings can be updated anytime

Original Outline page: https://wiki.alano.ai/s/alano-user-guideline/doc/create-your-organization-workspace-in-alano-Q8MeFWkFsD

## Related guide pages

- [Alano User Guideline](https://wiki.alano.ai/guide/)
- [Customization](https://wiki.alano.ai/guide/customization-8ddSaxvPIY/)
- [Welcome to Alano](https://wiki.alano.ai/guide/welcome-to-alano-1dTWipd7yW/)
- [Alano CRM LinkedIn Extension](https://wiki.alano.ai/guide/alano-crm-linkedin-extension-PH0QdN2DLo/)
- [Create your Alano CRM account (Free)](https://wiki.alano.ai/guide/create-your-alano-crm-account-free-p2Wfox2bhc/)
- [Features](https://wiki.alano.ai/guide/features-TcyTIG1kHe/)

Last generated: 2026-06-30