# 2.  Creating an Organization, Adding Teams and Team Members

Published 2025-04-29

> This section allows you to build your organization’s structure by creating branches, departments, and team members. The erxes platform’s permission system aligns with this structure, helping you manage teams and roles ef

This section allows you to build your organization’s structure by creating branches, departments, and team members. The erxes platform’s permission system aligns with this structure, helping you manage teams and roles effectively.

#### **Step 1: Create a Branch**

1.  Go to the **Settings** section.
2.  Navigate to **Team Member**.
3.  Next to the **Branch** section, click the **"+"** icon.
4.  In the **Title** field, enter the branch name.
5.  In the **Address** field, enter the branch location.
6.  In the **Code** field, enter a unique code (e.g., "01").  
    _Note: This is a required field._
7.  Click **Save**.  
    _Tip: Fill in other optional fields if necessary before saving._

#### **Step 2: Create a Team or Department**

1.  Next to the **Department** section, click the **"+"** icon.
2.  In the **Title** field, enter the department or team name.
3.  In the **Code** field, enter a unique code (e.g., "01").  
    _Note: This is a required field._
4.  In the **Team Members** field, assign an admin (usually yourself).
5.  Click **Save** to finalize the team setup.

#### **Step 3: Invite Team Members (Employees)**

1.  Click the **Invite Team Member** button.
2.  Fill in the following required fields:
    -   **Email**
    -   **Password**
    -   **Permission Level**
    -   **Branch**
    -   **Team/Department**
3.  Click **Save** to send the invitation and create the user profile.

#### **Reminders:**

-   Invited users can **log in with the initial password** provided.
-   Users can **change their password** after logging in.
-   To **reset a user’s password**, the admin can:
    1.  Click the **lock icon** next to their email.
    2.  Enter the new password twice.
    3.  Click **Save** to apply the change.

  
  
  
**Step 1: Create a Branch**

1.  Go to the **Settings** section.  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io/RXkZYanFUkV9DaqiV3OeJerxesund.png)  
     
2.  Navigate to **Team Member**.  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io/17Vx81G5orYAqJZlDlxemteamm.png)  
     
3.  Next to the **Branch** section, click the **"+"** icon.  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io/MteJoUGs40lv1zDHTvKyhbranchn.png)  
     
4.  In the **Title** field, enter the branch name.
5.  In the **Address** field, enter the branch location.
6.  In the **Code** field, enter a unique code (e.g., "01").  
    _Note: This is a required field._  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io/vKdOG43DoPCJrIC6sXQnJbranchs.png)  
     
7.  Click **Save**.  
    _Tip: Fill in other optional fields if necessary before saving._  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io/8Tc9ADyTrs9TIug9LUvygbranchsave.png)

#### **Step 2: Create a Team or Department**

1.  Next to the **Department** section, click the **"+"** icon.  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io/0bdg2aALls1DC0s2wmsF4depnem.png)  
     
2.  In the **Title** field, enter the department or team name.
3.  In the **Code** field, enter a unique code (e.g., "01").  
    _Note: This is a required field._
4.  In the **Team Members** field, assign an admin (usually yourself).
5.  Click **Save** to finalize the team setup.  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io/1CWg5h5ltYOM4w2GHmBlldepsave.png)  
     

#### **Step 3: Invite Team Members (Employees)**

1.  Click the **Invite Team Member** button.  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io/a25c2NISxcwg3GagteqWBinvtie.png)  
    Fill in the following required fields:
    1.  **Email**
    2.  **Password**
    3.  **Permission Level**
    4.  **Branch**
    5.  **Team/Department**
2.  Click **Save** to send the invitation and create the user profile.  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io/mRipmcoEw8KNx6MwcHTRMinviteee.png)

#### **Reminders:**

-   Invited users can **log in with the initial password** provided.
-   Users can **change their password** after logging in.
-   To **reset a user’s password**, the admin can:
    1.  Click the **lock icon** next to their email.
    2.  Enter the new password twice.
    3.  Click **Save** to apply the change.  
        ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io/UgM24KHtNqYyRL03eZGqIpassa.png)
-   ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io/Hf510qMShl8O0VAKoebqUpassow.png)