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Set Up Your Organisation

Create your first Crunch organisation and learn where to manage it later.

3 min readbeginnerFull Crunch, OPS

Who is this article for?

New users setting up their first workspace

Create an organisation for your business's locations, members, catalog, and billing. Check the organisation switcher whenever you work with more than one workspace.

Create Your First Organisation

1
After signup, select Start Setting Up or Let Alex Set It Up and click Continue.
2
If you do not already have an organisation, enter Organization Name on Create Your Organization.
3
Optionally add a Description.
4
Click Create Organization to continue into setup.

The organisation name is required. After the organisation and its journey are created, Crunch opens the onboarding workspace. If you already have an organisation, continue its existing setup rather than creating a duplicate.

Manage Organisations Later

Open Settings > Organizations to view your organisations and create another workspace. Each card shows information such as its name, your role, status, and member count.

Use Edit where your role permits it to update the organisation. Owners can use Delete with its confirmation when permanently removing a workspace.

Warning

Deleting an organisation removes associated data. Review the selected workspace and the confirmation before proceeding.

Add Locations and Teammates

Use Settings > Locations to manage physical locations. Use Members in the dashboard sidebar to invite and manage teammates; that is the team-management page for the current organisation.

If you already operate on Square, follow the Square seed workflow before recreating locations and catalog records that may already exist there.

Add your first location Invite your first teammates Continue in the onboarding workspace

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