Add an Organisation
Set up your business or personal organisation to start managing phone services
Before You Start
- Your Australian Business Number (ABN) if creating a business organisation
- Authority to act on behalf of the business (for business accounts)
- Organisation contact details (address, phone number)
Business Organisation
- Requires ABN for verification
- Can invite multiple users
- Assign roles and permissions
- Full feature access
Personal Organisation
- No ABN required
- Single user only
- No user management
- Full feature access
1 Access the Organisations Screen
When you first log in, you'll land at the organisations screen. Here you can select and manage existing organisations that you have access to, or add a new organisation.
Click image to enlarge
2 Choose Organisation Type
Click the "Add New Organisation" button and you'll go to the screen that allows you to search for your organisation by ABN.
If you don't want to add a business organisation, you can select the option to create a personal organisation instead. A personal organisation still has access to the same features but it can't invite other users and assign roles/permissions.
Click image to enlarge
3 ABN Search Results
When you submit an ABN search, the organisation details will be automatically filled in from the Australian Business Register.
Click image to enlarge
The system automatically retrieves your business name, entity type, and registration status from the ABN database.
4 Complete Organisation Details
You'll be presented with options to set a label and enter your organisation contact details.
Click image to enlarge
Important: You must declare that you are authorized to add this organisation before submitting the form.
When you're ready, check the authorization box and submit the form to create your organisation.
What's Next?
After creating your organisation, you can start adding phone numbers and configuring your phone system services.
Troubleshooting Tips
- • ABN not found? Ensure you're entering the 11-digit ABN correctly without spaces
- • Can't add organisation? Verify you have authorization to act on behalf of the business
- • Organisation already exists? Contact the existing administrator to request access
- • Need to change details? Organisation administrators can update details in settings
Previous Guide: Register as a New User →
Frequently Asked Questions
What's the difference between a business and personal organisation?
A business organisation can invite multiple users and assign different roles and permissions. A personal organisation has access to the same features but cannot invite other users or manage permissions.
Do I need an ABN to create an organisation?
An ABN is required for business organisations as it auto-fills your business details. For personal use, you can select the personal organisation option which doesn't require an ABN.
Can I add multiple organisations to my account?
Yes, you can add and manage multiple organisations from a single user account. You can switch between organisations from the main dashboard.
Who can add an organisation?
You must be authorized to act on behalf of the business to add it as an organisation. This typically means being an owner, director, or authorized representative.
Can I change organisation details after creation?
Yes, organisation administrators can update contact details, labels, and other settings from the organisation settings page after creation.