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This guide covers setting up and managing multiple organisations in PropOps.

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Creating an organisation

1

Open organisation settings

Go to Admin → Organisations (SysOps access required).
2

Add a new organisation

Click Add Organisation and fill in:
  • Name — the organisation’s display name
  • Domain — the organisation’s primary domain (optional)
  • Contact email — main admin contact
3

Save

Click Create. The organisation is now active and ready for users and configuration.

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Assigning users to an organisation

1

Open the user account

Navigate to Admin → Users and select the user.
2

Set the organisation

In the user’s profile, select the target organisation from the dropdown.
3

Save

The user now belongs to that organisation and can only see its data.
Changing a user’s organisation immediately changes what data they can access. Double-check before reassigning — particularly for users with admin-level roles.

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Applying custom branding

1

Open branding settings

Go to the organisation’s Settings → Branding.
2

Upload a logo

Upload the organisation’s logo. It will appear in the sidebar and on the login page.
3

Set brand colours

Choose a primary colour and optionally secondary and accent colours. The entire UI adapts to match — buttons, headers, links, and status indicators.
Text colour is calculated automatically to ensure readability against your chosen background colours. You don’t need to set text colours manually.
4

Preview and save

Preview the changes in the branding panel, then click Save. Changes take effect immediately for all users in the organisation.

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Managing feature flags

Feature flags let you enable or disable specific platform features per organisation:
1

Open feature flags

Go to the organisation’s Settings → Feature Flags.
2

Toggle features

Enable or disable features as needed. Common flags include:
  • WhatsApp messaging
  • Advanced reporting
  • Contractor coverage map
  • Financial module
  • Tenant management
3

Save

Changes take effect immediately. Disabled features are hidden from the navigation and inaccessible via the API for users in that organisation.

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Data isolation verification

To confirm data isolation is working correctly:
  1. Log in as a user in Organisation A
  2. Note the jobs, users, and records visible
  3. Log in as a user in Organisation B
  4. Confirm that none of Organisation A’s data is visible
Use the test data generator (Admin → Test Data) to seed sample data for a new organisation without affecting production data in other organisations.