Setting Up Your Organization

Create your organization, configure settings, and invite your team.

Setting Up Your Organization

Your organization is your company's workspace in ZonaPlan. Everything — projects, team members, billing — is organized under your organization.

Creating an Organization

1. From the dashboard, click **Create Organization**
2. Enter your company name
3. You'll be set as the Admin with full permissions

Configuring Organization Settings

Go to **Settings** to configure:

• **Clock Settings**: Enable/disable GPS verification, selfie requirements, and geofence radius
• **Subscription Plan**: View your current plan and usage limits
• **Roles**: Review and customize the four default roles (Admin, Assistant, Foreman, Crew)

Inviting Team Members

1. Navigate to your team management section
2. Click **Invite Member**
3. Enter their phone number and assign a role
4. They'll receive an invitation when they log in

Default Roles

Every organization starts with four roles:

You can customize these or create entirely new roles.