# Setting Up New Organizations ### New Account Setup in Jira * steps to create a project * list of initial tasks to create in the project: XXXX Account Management (Ongoing), Initial Configuration, Administrator Training * steps to create a Tempo account * steps to create the customer in Support and invite their admins ### New Account Setup in Microsoft Teams * steps to copy the Customer Team * steps to invite admins to the team for sharing files/chats, etc. * steps to sync the new team’s folder to your OneDrive ### New Account Setup in Shift iQ * Decide if the new customer will be created in an existing partition or a new one (if the latter, see creating a new partition) * Create the account in /ui/admin/accounts/organizations/create of the desired/new partition: * * Parent organization - Global (except for Keyera orgs, use CMDS) **Note:** this is what gives us Platform Admins all the permissions we need to be boss. * Organization Code - this is what their portion of the url will be with .insite.com or .shiftiq.com * Organization Name - this is what is seen as their name inside Shift iQ, both by us and our customers, as well as in any alerts with the placeholder of $OrganizationName * Full Legal Name - can be same as Organization Name, but if using an acronym, suggest full name here for reference * Organization Domain * Organization Web Site URL - leave blank * Remaining fields are optional, can be left blank * In the newly created account, **Configuration** tab * * **Platform** subtab, user registration card - this is where you configure the desired New User Journey: * * Do not allow new users to self register - select if account wants to manually add all new users themselves, no self registration allowed (i.e., Insite, BCPVPA) * Allow anyone to self register on user login screen - select if account wants any user to self register, either all to a specified role group, or be able to see a list of role groups where self-subscribe is enabled\ Note: when this is selected, the New Users tab appears on the login screen * Allow new users to self-register by link only - select if account wants to use specific links to each role group that allows self-subscribe, the New Users tab isn’t visible so users can only register using the links * Automatically grant Portal (learner) access to self-registered users - select if account doesn’t want to review self-registered new user accounts before they have access to a portal (if selected, ensure account is configured to give something to new users, not just a blank portal; if unselected, ensure account has the **AccessRequested** alert configured) * Settings card can be ignored * * **Advanced** subtab, see [Advanced configuration](https://github.com/InSite/docs/blob/master/contributors/components/utility-components/security/setting-up-new-organizations/broken-reference/README.md) topic * Configuration for desired New User Journey * * Do they want the New Users tab visible or not * Do they want New Users to self-register: if yes, must have a Role group with “allow users to subscribe themselves” checked off * Do they want New Users to be immediately granted access, or be reviewed first * Contact and Group Configuration (Add admin groups, give permissions, add admins, also add admins to Insite org and the Subscribe to SpotLite list so they get our Newsletter) * Create senders for org * Add all alerts org requires (at least **UserRegistrationSubmitted, HelpRequested & AccessRequested**) and ensure the latter two are going to someone * Add portal Logo, light and dark * Add login logo * Bambora * SCORM * Add any global admins that will need access to the new org, including yourself, not including any devs * Create a Portal if required * Create custom collections (e.g. Gender fields) if requested --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.shiftiq.com/contributors/getting-started/components/utility-components/security/setting-up-new-organizations.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.