This guide covers setting up and managing multiple organisations in PropOps.
Creating an organisation
Open organisation settings
Go to Admin → Organisations (SysOps access required).
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
Save
Click Create. The organisation is now active and ready for users and configuration.
Assigning users to an organisation
Open the user account
Navigate to Admin → Users and select the user.
Set the organisation
In the user’s profile, select the target organisation from the dropdown.
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.
Applying custom branding
Open branding settings
Go to the organisation’s Settings → Branding.
Upload a logo
Upload the organisation’s logo. It will appear in the sidebar and on the login page.
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.
Preview and save
Preview the changes in the branding panel, then click Save. Changes take effect immediately for all users in the organisation.
Managing feature flags
Feature flags let you enable or disable specific platform features per organisation:
Open feature flags
Go to the organisation’s Settings → Feature Flags.
Toggle features
Enable or disable features as needed. Common flags include:
- WhatsApp messaging
- AI-powered reports
- Contractor coverage map
- Financial module
- Tenant management
Save
Changes take effect immediately. Disabled features are hidden from the navigation and inaccessible via the API for users in that organisation.
Data isolation verification
To confirm data isolation is working correctly:
- Log in as a user in Organisation A
- Note the jobs, users, and records visible
- Log in as a user in Organisation B
- 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.
