Fulcrum utilizes a multiple-membership structure for user accounts. This allows you to access one or more Organizations using a single email address and password.
Follow these steps if you need to create an additional organization for a separate team, client, or project.
Creating a new organization requires the Manage Subscription permission, and the Create Organization option isn't available on Trial plans.
Steps to Create an Organization
Log into the Fulcrum web app.
Select the organization name dropdown. Click the menu located in the top-right corner of the main Fulcrum homepage.
Select "Create Organization." This option is located below the list of organizations where you are currently a member.
Choose a plan level. Follow the prompts to select the appropriate tier for your new organization.
After setup, you can use the organization selector in the top-right corner to toggle between your different organizations.
Notes
"Account" is a term typically reserved for sales and billing purposes, while "Organization" refers to the container for your apps and records.
You can be an owner, manager, or member of multiple organizations simultaneously.
Creating a new organization requires the Manage Subscription permission, and the Create Organization option isn't available on Trial plans. If you don't see the Create Organization option, contact your organization owner or upgrade off your Trial plan.