Multi-Organization Support

Multi-Organization Support

The Multi-Organization feature in Zoho FSM allows you to manage or be part of multiple organizations using a single email address. It is ideal for businesses that need multiple organizational setups for legal, operational, or management reasons. Each organization functions independently, with its own data, configurations, and settings.

What Multi-Organization Offers
  1. Independent Organization Setup: Each organization can have its own setup - Services and Parts, Users and Profiles, Service Territories, Workflows, Taxes, etc.
  2. Separate Billing Integrations: Each Zoho FSM organization can be integrated with a different Zoho Books/Invoice organization, enabling independent financial management.
  3. Org-Level Access Control: Users can be added to one or more organizations, with access permissions tailored to their roles and responsibilities.
  4. Clear Data Segregation: All data—such as Requests, Work Orders, Assets, Invoices, and Reports—are maintained separately for each organization, ensuring accuracy and preventing data overlap.
  5. Easy Switching Between Organizations: Users with access to multiple organizations can easily switch between them—no need to log out.
Example
If your company operates as Acme Services US and Acme Services Mexico, you can create two organizations in Zoho FSM. Each organization can have its own service territories, users, tax settings, and integration with its respective Zoho Books/Invoice account. This helps maintain separate workflows and accounting while allowing easy switching and centralized management.

How to Create and Manage Multiple Orgs

To create a new Zoho FSM organization:
  1. Click on the profile icon in the top right corner.
  2. Click in the organizations section of the user profile sidebar.



  3. Click Manage Organization in the popover that appears.



  4. In the Organizations List page, click Create New.



  5. In the Create New Organization popup, enter the name of the organization and click Create New.



  6. Complete the onboarding process.


Note: An email address can be used to create up to five Zoho FSM organizations as a Super Admin. The same email address can also be associated with up to ten Zoho FSM organizations as a user.

Set an Organization as default 

From the list of organizations linked to your email address, you can choose one to be your default organization. This will be the organization you are automatically directed to each time you log in.

To set a default organization:
On the Organizations List page, hover over the desired organization and click Set as default. Once set, the label  Default will appear next to it.


Switch Between Organizations

From your account, you can easily open another organization without logging out. Thus, you can easily switch between the organizations. To do so:
  1. Click on the profile icon in the top right corner.
  2. Click in the organizations section of the user profile sidebar.
  3. In the popover that appears, click on the organization you want to open.


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