Create your organization
Set up your Carrier Stash organization so your team can start managing carriers and loans. The organization is the top-level account that libraries, carriers, caregivers, and team members all live under. When you’re done, you’ll be the Org Admin with an empty organization ready for its first library.
The first person to sign up creates the organization:
- Sign up from the login screen, then follow the prompt to create an organization
- If you’ve been invited to an existing organization instead, you’ll accept that invite on the org picker rather than create a new one
Steps
1. Sign up and start setup
Create your account, then choose to create a new organization. The first user to set one up becomes its Org Admin — the role with full control over the organization.
2. Name your organization
Give the organization a name. This is the name your team sees and the one that appears on caregiver-facing emails, so use the library or nonprofit’s real name.
3. Set a billing contact
Enter the billing contact for the organization. This is where subscription and billing notices are sent.
4. Set the default loan period
Choose the default loan length new loans start with. The platform default is 30 days. Each library can override this with its own default later, so this is just the organization-wide starting point.
5. Choose an access mode
Pick how caregiver and loan records are shared across libraries:
- Org-wide (default) — any org member can read caregivers and loan history across every library. Writing still requires a direct library assignment.
- Per-library — Library Users and Owners see only the libraries they’re assigned to. Org Admins always see everything.
You can change the access mode later in organization settings. See Libraries and access modes for the full explanation.
6. Create the organization
Confirm to create the organization. You’ll land in an empty organization, ready for its first library.
After creating your organization
Your organization exists with you as its only member and Org Admin. It has no libraries or carriers yet, and it starts on the free tier. Next, set up a library to hold your carriers.