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Setting up a client organisation

Create an Evenpay organisation for a client, invite their team and hand over ownership.

Written By Karl

Last updated About 9 hours ago

As a partner, you set up a separate Evenpay organisation for each client. Each organisation keeps its own data, users and settings.

Who can do this: Any signed-in user. The person who creates an organisation becomes its Administrator and primary owner.

Create the organisation

  1. Open the organisation menu at the top of the sidebar and select Create new organization.

  2. In Create your organization, enter the client's organisation name and company domain.

  3. Check the branding Evenpay detects from the client's website. It's used for shared reports.

  4. Choose the client's currency, industry and operating markets.

  5. Answer Where did you hear about us?. You can choose Partner or Consultant.

The new organisation opens, ready for setup.

Set it up

  1. Run quick setup to import the client's data and set up job levels. See Quick setup: getting your organisation ready.

  2. Invite the client's administrators from Settings → Organization → Users & roles → Invite Member. See Inviting, changing and removing users.

  3. When the client is ready to take over, transfer the primary owner role to the client's main contact. See The primary owner.

Good to know

  • Only the current primary owner can transfer the role, so do it before you step back.

  • You can stay in the client's organisation as an Administrator, or ask the client to remove you when your work is done.

  • Contracts and licences are agreed with Evenpay outside the app. There is no in-app billing page.

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