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How to Create and Manage Organizations in PSOhub

Learn how to create a child organization, switch between organizations, and move a user in PSOhub.

Published: 1 June 2026

Audience

  • Admin

Objective

Create a child organization in PSOhub, configure its settings, invite users, and manage user access across organizations.

Prerequisites

You must have Super Admin access in PSOhub.

Your account must be on the Enterprise license plan.

You have the email addresses of users you want to invite to the new organization.

Create a child organization

Start by opening the Organizations page from your profile menu and running through the three-step Quick Setup wizard.

Steps

  1. Click your Profile (top right) and hover over your Master organization name.
  2. In the side menu that appears, click Manage organizations.
  3. On the Organizations page, click Add organization.
  4. The Organization Quick Setup dialog opens. In Step 1, enter the following details for your new organization:
    • Name
    • Currency
    • Time zone
    • Date format
  5. Click Next.
  6. In Step 2, select which settings you want to copy from your Master organization to the new child organization. You can copy:
    • Roles
    • Contract templates
    • Task board templates
    • Invoice settings
    • Project settings
    • Expense categories
    • Tax categories
  7. Select the checkboxes for the settings you want to copy, then click Next.
  8. In Step 3, click Add another email address, enter the user's email, and repeat for each user you want to invite to the new organization.
  9. Click Create.

Complete the organization setup

After the Quick Setup wizard, PSOhub takes you to the General page of the new organization. Complete the remaining configuration before using the organization.

Steps

  1. Review and complete any remaining fields on the General page under My Organization.
  2. Click Save.
  3. Continue with the remaining general settings for the new organization.
  4. Connect the child organization to its own CRM integration.
  5. Connect the child organization to its own accounting integration.

📌 Note: CRM and accounting integrations are not shared from the Master. Each child                  organization requires its own separate connections.

Switch between organizations

As a Super Admin, you can move between your Master and any child organization at any time from the profile menu.

Steps

  1. Click your Profile (top right) and in the bottom right select Switch Organizations.

  2. Select the organization you want to switch to.

📌 Note: Only Super Admins can switch between organizations. Admin users and below                are fixed to a single organization and cannot navigate to another.

Move a user from one organization to another

Because a user can only belong to one organization at a time, transferring them requires deactivating their current account and re-inviting them in the target organization.

Steps

  1. In the source organization, open the user's record.
  2. Update the user's email address to a placeholder or alternative address.
  3. Deactivate the user in the source organization.
  4. Switch to the target organization.
  5. Invite the user with their correct email address for that organization.

⚠️ Important: If you do not update the user's email address before deactivating them,                their original email address remains in use in the source organization. This will prevent            you from inviting them to the target organization with that address.

Result

Your child organization is created and configured. Users invited during setup will receive an invitation to join the organization. You can now manage the child organization's projects, financials, and settings independently from the Master.

Each child organization operates as a self-contained environment — projects, users, and integrations are not shared with other organizations.

Frequently Asked Questions

Can a user be in more than one organization?
Not with the same email address. If a user needs access to multiple organizations, they must have a unique email address for each one.

Can I share a CRM or accounting integration between organizations?
No. Each organization must be connected to its own CRM and accounting system separately.

What happens to existing projects if I move a user to another organization?
The user's historical data stays in the source organization. Once moved, they will only have access to projects in their new organization.

Next Steps

✅ Connect your CRM to the new organization
Each child organization needs its own CRM connection, so set this up before creating projects in it.
Connect your CRM to PSOhub

✅ Understand the full multi-organization structure
Get a clearer picture of how Master and child organizations relate before managing multiple organizations day to day.
Introduction to multi-organizations

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