How to Create Your First Organization

Creating an organization in Laksana is the first step to managing your operations effectively. Our system automatically sets up everything you need to get started.

Steps to Create an Organization

1. Complete Your Profile

   • Sign up with your phone number, email, or Google account
   • Complete the required verification step shown in your sign-up flow
   • Set or confirm your country, timezone, currency, and language in your profile/settings

2. Create Your Organization

   • Click "Create Organization" from the dashboard
   • Enter your organization name
   • Select your industry (e.g., Property Management, Facilities Management, Cleaning, Security, Hospitality)
   • Provide basic contact information

3. Automatic Setup The system automatically creates:

   • HQ Location: Your headquarters site
   • Industry-Specific Categories: Pre-configured work and problem categories for your industry
   • Default Things: Sample facilities and spaces relevant to your industry
   • General Ops Channel: A default WhatsApp operations channel for your team
   • Organization Roles: Manager, Supervisor, Operator, and Resident roles
   • Compliance Templates: Industry-specific compliance checklists (if applicable)

4. Customize Your Setup

   • Add additional locations/sites
   • Invite team members
   • Customize categories and assets
   • Activate compliance templates
   • Optionally enable WhatsApp workflow for member submissions

What Gets Initialized Automatically?

✅ User Settings: Country, timezone, currency, and language can be configured in your profile/settings ✅ HQ Location: Your primary site is created automatically ✅ Categories: Industry-specific work and problem categories ✅ Default Roles: Manager, Supervisor, Operator, and Resident roles with appropriate permissions ✅ General Ops Channel: Default WhatsApp operations channel for team submissions ✅ Compliance: Industry-specific compliance templates (if applicable)

Next Steps

1. Invite Your Team: Add team members and assign roles
2. Start WhatsApp Workflow: Ask members to send updates to your active Laksana WhatsApp channel
3. Customize Settings: Adjust categories, assets, and compliance templates
4. Start Tracking: Begin submitting work updates and managing operations

Need Help?

If you encounter any issues, please contact our support team.