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How do I create and manage multiple organisations in Zoho ERP?

You can create and manage multiple organisations in Zoho ERP. To create a new organisation:

  • Click the Organization Name dropdown in the top right corner, the list of roles assigned to the logged in user will be displayed.
  • Click Switch Organization. My Organizations list will be displayed.
  • Click Manage to manage the organizations.
  • Click + New Organization.
  • Choose to either add a new organization or clone an existing one.
  • Enter the required details and click Get Started.

Once you create a new organisation, you’ll get a 14-day free trial of the Premium plan. After the trial ends, you will have to subscribe to a paid plan based on your business needs separately.