Creating Your Organization

Creating Your Organization

Last Updated: November 2, 2025

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Organization Onboarding

After signing in for the first time, you’ll be guided through creating your service provider organization. This is a mandatory step before you can access the ThriveSend dashboard.

Welcome screen for organization onboarding at /onboarding/organization

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Organization Setup Form

Step 1: Organization Name

Enter your service provider’s official business name.

Field	Description	Example
Organization Name	Your company’s legal or trading name	Marketing Solutions SA

Tips:

• Use your official registered business name
• This will appear in emails and communications
• Can be changed later in settings

Organization name input field

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Step 2: Service Type Selection

Choose the type of clients you serve:

Service Type	Description	Typical Clients
B2B	Business to Business only	Corporations, SMEs, Startups
B2G	Business to Government only	Government departments, Municipalities
B2B2G	Both Business and Government	Mixed client portfolio

Radio buttons or dropdown showing B2B, B2G, B2B2G options

Recommendation: Choose B2B2G if you serve or plan to serve both types of clients. This provides the most flexibility.

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Step 3: Industry Sector

Select your primary industry:

Sector	Examples
Marketing & Advertising	Digital marketing, Brand strategy
Communications	PR, Corporate communications
Media & Publishing	Content creation, Publishing
Consulting	Business consulting, Strategy
Technology	SaaS, Software development
Other	Specify your industry

Dropdown menu with industry sector options

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Step 4: Contact Information

Provide your organization’s contact details:

Field	Description	Example
Phone Number	Primary contact number	+27 11 123 4567
Physical Address	Business address	123 Main St, Johannesburg, 2000
Website (Optional)	Company website	https://company.co.za

Form fields for phone, address, and website

POPIA Note: This information is used for compliance and client communications. It will be stored securely in accordance with POPIA regulations.

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Step 5: Compliance Acknowledgment

Review and accept the compliance requirements:

Checkbox confirming POPIA compliance understanding

What You’re Agreeing To:

• ✅ Organization data will be stored in South African data centers
• ✅ All operations will be logged for POPIA audit compliance
• ✅ You’re responsible for obtaining client consent for marketing
• ✅ You’ll comply with South African data protection laws

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Step 6: Create Organization

Review all your information and click “Create Organization”.

Create Organization submit button

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What Happens When You Click “Create Organization”

Backend Process

1. Clerk Organization Created - Organization registered in Clerk
2. Database Record Created - Organization entry in ThriveSend database
3. User Role Assigned - You’re automatically assigned SERVICE_PROVIDER_ADMIN role
4. Default Settings Applied - Compliance and security configurations initialized
5. Audit Log Entry - Organization creation logged for POPIA compliance

Loading spinner or progress indicator while organization is being created

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Success Confirmation

Organization Created Successfully

Once your organization is created, you’ll see a success message.

Success message confirming organization creation

What You Can Do Now:

• ✅ Access the dashboard
• ✅ Create clients (business and/or government)
• ✅ Set up campaigns
• ✅ Invite team members
• ✅ Configure organization settings

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Automatic Redirect to Dashboard

After successful organization creation, you’ll be automatically redirected to the main dashboard.

Automatic redirect with welcome message

URL Change:

• From: /onboarding/organization
• To: /dashboard

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Organization Settings

Viewing Your Organization

You can view and edit your organization details at any time:

1. Go to Settings in the sidebar
2. Click Organization tab
3. View or edit organization information

Organization settings page showing all organization details

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Troubleshooting Onboarding

Issue: “Organization Name Already Exists”

Symptom: Error message when creating organization

Solution:

• Choose a unique organization name
• Add your city or province to differentiate (e.g., “Marketing SA Johannesburg”)
• Contact support if you believe you own this name

Issue: Form Won’t Submit

Symptom: Create Organization button not working

Solution:

1. Check all required fields are filled (marked with *)
2. Verify phone number format (+27 format)
3. Accept compliance acknowledgment checkbox
4. Try refreshing the page and re-entering information

Issue: Stuck on Onboarding Page After Creation

Symptom: Organization created but not redirected to dashboard

Solution:

1. Manually navigate to /dashboard in browser
2. If still redirected back to onboarding, clear browser cache
3. Sign out and sign in again
4. Contact support if issue persists

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Important Notes

You Are the Organization Admin

As the organization creator, you automatically become the Service Provider Admin with full permissions:

✅ Can do everything:

• Manage all clients
• Create and manage campaigns
• View all analytics
• Invite and manage team members
• Configure organization settings
• Manage billing and subscriptions
• Set up compliance configurations

Organization Cannot Be Deleted

Once created, organizations cannot be deleted through the UI for compliance reasons (POPIA audit requirements).

To close an organization:

• Contact support@isutech.co.za with:
  • Organization name
  • Reason for closure
  • Confirmation that all client data has been handled appropriately

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POPIA Compliance Details

Data Stored

The following information is stored when you create an organization:

Data	Purpose	Retention
Organization Name	Identification	Indefinite
Service Type	Feature access	Indefinite
Contact Info	Communication	Indefinite
Creation Timestamp	Audit trail	5+ years
Creator User ID	Audit trail	5+ years

Your Rights

Under POPIA, you have the right to:

• Access your organization data
• Correct inaccurate information
• Request data portability
• Understand how data is used

Audit Logging

Organization creation triggers an audit log entry:

{
  "action": "ORGANIZATION_CREATED",
  "timestamp": "2025-11-02T10:00:00Z",
  "userId": "user_123",
  "resourceId": "org_abc",
  "details": {
    "organizationName": "Marketing Solutions SA",
    "serviceType": "B2B2G"
  }
}

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What’s Next?

Now that your organization is set up, you’re ready to start using ThriveSend!

Recommended Next Steps:

1. Explore the Dashboard - Get familiar with the main dashboard
2. Create Your First Client - Add a business or government client
3. Invite Team Members - Bring your team onto the platform

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Getting Help

If you need assistance with organization setup:

• Email: support@isutech.co.za

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Previous: ← Getting Started | Next: Dashboard Overview →

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Last Updated: November 2, 2025