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 Site: Your headquarters site
   • Industry-Specific Categories: Pre-configured work and issue categories for your industry
   • Default Assets: 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
   • Inspection Templates: Industry-specific inspection templates (if applicable)

4. Customize Your Setup

   • Add additional sites/sites
   • Invite team members
   • Customize categories and assets
   • Activate inspection 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 Site: Your primary site is created automatically ✅ Categories: Industry-specific work and issue categories ✅ Default Roles: Manager, Supervisor, Operator, and Resident roles with appropriate permissions ✅ General Ops Channel: Default WhatsApp operations channel for team submissions ✅ Inspection: Industry-specific inspection 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 inspection templates
4. Start Tracking: Begin submitting work updates and managing operations

Need Help?

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