Tutorial: Setting Up Your Organisation

This tutorial walks you through setting up your organisation from scratch — creating the company profile, adding your business details, setting up your head office, and inviting your team. By the end, you will have a fully configured organisation ready for project work.

🚀 Let's go!

This tutorial assumes you have already created your Pasco Cloud account and verified your email. If you have not done that yet, start there first.

Step 1: Create Your Organisation

1. Click Organisations in the sidebar navigation
2. Click the Create Organisation button
3. Fill in your company details:
   • Name — your company's legal or trading name (e.g., "Smith Builders Pty Ltd")
   • Description — a sentence or two about what your company does (e.g., "Residential and commercial construction across South-East Queensland")
   • Industry — your area of work (e.g., "Residential Construction", "Electrical Contractor")
4. Click Create

💡 Tip

Use your company's official name as it appears on your business registration. This makes it easier for other organisations on the platform to find and verify you.

You will be taken to your new organisation's detail page. From here, we will continue filling in the rest of the details.

Step 2: Add Your Business Identifier

From the organisation Overview tab, click Edit to add your business registration number:

• Australian companies: Enter your 11-digit ABN (Australian Business Number)
• New Zealand companies: Enter your NZBN (New Zealand Business Number)
• Other entities: Select "Other" and enter your identifier

The ABN or NZBN is used during the verification process to confirm your business is a registered entity.

🚀 Let's go!

You can find your ABN at abr.business.gov.au or your NZBN at nzbn.govt.nz. Enter it without spaces — just the digits.

While you are in the edit form, also add:

• Phone — your main company phone number
• Email — a general company email address
• Website — your company website (if you have one)
• Address — your registered/legal address (street, city, state, postcode, country)

Click Save when you are done.

Step 3: Upload Your Logo

Click on the logo area at the top of the organisation detail page. This opens the image editor where you can:

1. Select an image from your computer
2. Crop and adjust it to fit a square format
3. Save to upload

Your logo appears throughout the platform — in organisation lists, project cards, and wherever your company name is referenced. A clear, recognisable logo makes it easier for project partners to identify your company at a glance.

💡 Tip

Use a logo that works well at small sizes — it will often be shown as a small circle or thumbnail. A simple mark or icon works better than a detailed illustration or small text.

Step 4: Add Your Head Office Location

Navigate to the Locations tab on your organisation's detail page:

1. Click Add Location
2. Enter the name — e.g., "Head Office"
3. Set the type to "Head Office" (select from the suggestions or type your own)
4. Fill in the address — street, city, state, postcode, country
5. Click on the map to place a pin at your office location — zoom in and click to set the exact position, then drag to adjust if needed
6. Add the office phone and email if they differ from the main company contacts
7. Click Save

🚀 Let's go!

The map picker uses OpenStreetMap — zoom in to street level for the best accuracy. Click once to place the pin, then drag it to fine-tune. The GPS coordinates update automatically.

If you have additional offices, branches, or depots, you can add them now using the same process. Each location gets its own address, map pin, and contacts.

Step 5: Add Key Contacts

With your head office location created, add the key people at that location:

1. Expand the head office card (or click into its details)
2. Click Add Contact
3. Enter the contact details:
   • Name — e.g., "Sarah Chen"
   • Job title — e.g., "Office Manager"
   • Phone — direct phone number
   • Email — their email address
   • Notes — anything useful (e.g., "Best contact for site access requests")
4. Click Save

Repeat for each key contact at the location. Good contacts to add include your office manager, project coordinators, safety officers, and anyone who external partners might need to reach.

ℹ️ Did you know?

If a contact's email address matches an existing Pasco Cloud user, they are automatically linked to that user's profile. If they are not yet on the platform, you will see an Invite to Pasco button to send them an invitation.

Step 6: Request Verification

Now that your organisation has a complete profile, request verification:

1. On the Overview tab, click the amber Not Verified badge
2. The verification modal opens — review the information
3. Click Request Verification
4. Your status changes to Pending

A Pasco Cloud platform administrator will review your request, checking your ABN/NZBN against public business records and confirming that your account email credibly represents the organisation. This is typically completed within a few business days.

🚀 Let's go!

Requesting verification is important — without it, you cannot add team members to your organisation. Submit the request now so that by the time you are ready to invite your team, verification will likely be approved.

Read more about the verification process, including what happens if your request is rejected and how to resubmit.

Step 7: Invite Team Members

Once your organisation is verified, you can start adding team members:

1. Go to the Members tab
2. Click Add Member
3. Search for the person by name or email — they must already have a Pasco Cloud account
4. Choose their role:
   • Admin — can manage organisation details, members, locations, and verification
   • Member — can view organisation information but not make changes
5. Click Add

💡 Tip

For most team members, the Member role is appropriate. Reserve Admin for people who need to manage the organisation's profile and membership — typically a director, office manager, or IT administrator.

If the person you want to add does not have a Pasco Cloud account yet, ask them to create one first, or use the invite system to send them a registration link.

Step 8: Set Your Primary Organisation

If this is your first (or only) organisation, it will be set as your primary organisation automatically. If you belong to multiple organisations, set your primary from your profile settings:

1. Click your name or avatar in the top-right corner
2. Go to Settings
3. Find the Primary Organisation setting
4. Select the organisation you want as your primary

Your primary organisation appears next to your name in team lists and provides the default context when creating new items.

What's Next?

Your organisation is set up and ready to go. Here is what to do next:

1. Create your first project — set up a construction project and link your organisation to it
2. Build a template — design a digital inspection form for your team
3. Learn about groups and sharing — understand how visibility and sharing work across the platform