Create your organization (workspace) in Alano

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