Set up your organization

Your organization is the top-level workspace in Onplana. It holds every project, every person you invite, and all of your settings and billing. When you sign up, Onplana walks you through creating it.

Create your organization

1. Sign up with your email, or with Google or Microsoft single sign-on.
2. On the first-run screen, give your organization a name. If you signed up with a work email, Onplana suggests a name from your email domain.
3. Choose how to start your first project: a template, the AI kickstart, or a blank project. (You can skip this and create projects later.)

Tip

You can belong to more than one organization, for example a personal workspace and your employer’s. Switch between them with the organization switcher at the top of the sidebar.

Your role

Whoever creates the organization becomes its Owner. Owners have full control: billing, the permission matrix, and the ability to add or remove any member. As you invite people you assign each of them a role, which decides what they can see and do.

What to do next

• Invite your team so you are not working alone.
• Create your first project, or import one from Microsoft Project if you already have a plan.

FAQs

Can I rename my organization later? Yes. An Owner or Admin can change the name in Organization Settings at any time.

I was invited to an existing organization. Do I create my own? No. If you accepted an invitation, you join that organization automatically when you sign up, and you can create or join others later from the organization switcher.