---
title: Organization Setup
description: >-
  Set up your organization in Clear Ideas. Learn how to claim domains, create
  organizations, manage organization names, and understand domain verification.
ogTitle: Organization Setup Guide
ogDescription: >-
  Master organization setup in Clear Ideas. Claim domains, create organizations,
  and manage organization settings
ogImage: /assets/images/og/guide-organization-setup.webp
navigation:
  icon: fasl fa-building
---

# Organization Setup

Convert your account to an organization account by claiming a domain or creating an organization manually. Organization accounts enable centralized member management, policy enforcement, and collaborative features. Access organization setup through Settings > Organization.

## Domain Claiming

The primary way to create an organization is by claiming a domain associated with your email address.

### Eligible Domains

Domains that can be claimed for organizations:

**Business Domains**: Corporate email domains (e.g., @yourcompany.com)

**Custom Domains**: Personal or business custom domains

**Domains That Cannot Be Claimed:**

**Free Webmail**: Free email providers (Gmail, Yahoo, Outlook.com, etc.)

**Disposable Emails**: Temporary or disposable email services

**Invalid Formats**: Domains that don't meet format requirements

### Claiming Your Domain

To claim a domain and create an organization:

1. Navigate to **Settings > Organization**
2. The system checks if your email domain is claimable (this may take a moment)
3. Review the domain extracted from your verified email address (displayed in a read-only field)
4. (Optional) Enter an **Organization Name** in the optional field
5. Click **Create Organization** to claim the domain
6. Wait for the domain claim process to complete

**Domain Extraction**: The domain is automatically extracted from your verified email address and displayed in a read-only field. To change the domain, update your email address first (see [Email Settings](/guide/email-settings)).

**Domain Claim Process**: 
- The system verifies your email domain eligibility
- If claimable, you'll see the domain pre-filled and ready to claim
- The claim process may take a few moments to complete
- Once successful, you'll see a confirmation and your organization is created

### Domain Verification

After claiming a domain:

- **Automatic Verification**: The domain is verified based on your email address
- **Verified Domains List**: Claimed domains appear in your verified domains list
- **Seat Management**: When users with emails from verified domains are added to sites, they must be organization members with seats

### Verified Domains

Once a domain is claimed:

- **Display**: Verified domains are displayed as chips in the Organization Settings
- **Seat Enforcement**: When users from verified domains are added to sites, they must be organization members with seats
- **Domain Management**: Organization administrators can view and manage verified domains

**Important**: Domain claiming does not automatically add users to your organization. Users must be explicitly invited to join the organization. Domain claiming ensures that when users from that domain are added to sites, proper seat allocation is enforced.

### How Domain Claiming and Seat Enforcement Works

When an organization claims a domain, it establishes seat enforcement rules:

**When Adding Users to Sites:**
- If a user with an email from a claimed domain is added to a site, they must be a member of an organization that claims that domain
- The user must have a seat (active subscription) to be added to sites
- This ensures proper billing and seat allocation

**What This Means:**
- Users don't automatically become organization members just because they have an email from a claimed domain
- Users must be explicitly invited to join the organization
- Once they're organization members with seats, they can be added to sites
- This prevents adding users to sites without proper organization membership and seat allocation

**Example Scenario:**
1. Organization claims `@example.com` domain
2. User `john@example.com` creates a Clear Ideas account (not automatically an org member)
3. Organization invites `john@example.com` to join the organization
4. John accepts the invitation and becomes an organization member with a seat
5. Now John can be added to sites because he's an organization member with proper seat allocation

## Creating Organizations Without Domain Claim

If your domain cannot be claimed (free webmail, disposable email, etc.), you can still create an organization manually:

1. Navigate to **Settings > Organization**
2. The system will detect that your domain is not claimable and show a message explaining why
3. Click **Create** or **Edit** (if no organization exists yet)
4. Enter your **Organization Name** (required, 2-100 characters)
5. Click **Create Organization** or **Save** to create/update the organization

**Why Domains Can't Be Claimed**:
- **Free Webmail**: Free email providers (Gmail, Yahoo, Outlook.com) cannot be claimed
- **Disposable Emails**: Temporary or disposable email services are not eligible
- **Invalid Format**: Domains that don't meet format requirements

**Manual Creation**: Organizations created without domain claim function similarly but don't have automatic domain-based membership. You'll need to manually invite members rather than having automatic seat enforcement based on email domains.

**Limitations of Non-Domain Organizations:**
- No automatic user membership based on email domain
- Manual member invitation required
- No domain verification benefits

## Organization Name Management

### Setting Organization Name

Your organization name appears in:

- Organization member lists
- Billing and administrative contexts
- Organization identification throughout Clear Ideas

**To Set or Update Organization Name:**

1. Navigate to **Settings > Organization**
2. Click **Edit** next to the organization name (or **Create** if no organization exists)
3. Enter your organization name in the text field (required, 2-100 characters)
4. Press Enter or click **Save** / **Create Organization** to save
5. Click **Cancel** if you want to discard changes

**Name Requirements**:
- Minimum 2 characters
- Maximum 100 characters
- Required field (cannot be empty)

### Organization Name Best Practices

**Be Descriptive**: Use a name that clearly identifies your organization

**Professional**: Choose a professional name appropriate for business contexts

**Consistent**: Use the same name format as your business or domain

**Unique**: Ensure the name distinguishes your organization from others

## Seat Utilization

After creating an organization, monitor seat usage:

### Understanding Seats

**Seats**: Each active organization member consumes one seat

**Included Seats**: Your plan includes a certain number of seats

**Used Seats**: Number of active members currently using seats

**Available Seats**: Remaining seats available for new members

### Seat Utilization Display

The Organization Settings page shows:

- **Total Seats**: Total seats included in your plan
- **Used Seats**: Current number of active members
- **Available Seats**: Seats remaining for new members
- **Progress Bar**: Visual indicator of seat usage

**Seat Monitoring**: Monitor seat utilization to plan for member additions and potential plan upgrades.

## Organization Status

### After Domain Claim

Once you've successfully claimed a domain:

**Success Message**: You'll see a confirmation that the domain was claimed successfully

**What Happens:**
- Domain appears in verified domains list
- Organization features become available
- Seat enforcement is activated for users from that domain

**Important**: Users with your domain email do not automatically join your organization. They must be explicitly invited. Domain claiming ensures that when users from that domain are added to sites, they must be organization members with proper seat allocation.

### Organization Information Display

The Organization Settings page displays:

- **Organization Name**: Your organization's name
- **Verified Domains**: List of claimed domains
- **Seat Utilization**: Current seat usage and availability
- **Member Count**: Number of organization members

## Best Practices

### Domain Selection

**Use Business Email**: Claim domains using your business or organization email address

**Verify Email First**: Ensure your email is verified before claiming domains

**Coordinate with Team**: Coordinate domain claiming with your organization's IT or administration team

### Organization Naming

**Official Name**: Use your organization's official name

**Consistency**: Match your organization name with your domain and business identity

**Clarity**: Choose a name that's clear and professional

### Seat Planning

**Monitor Usage**: Regularly check seat utilization

**Plan Ahead**: Plan for member additions before reaching seat limits

**Upgrade When Needed**: Consider plan upgrades when approaching seat limits

## Troubleshooting

### Domain Cannot Be Claimed

**Check Email Type**: Verify your email is from a claimable domain (not free webmail)

**Update Email**: Change your email address to a business domain if needed

**Contact Support**: If you believe your domain should be claimable, contact support

### Organization Creation Issues

**Verify Email**: Ensure your email address is verified

**Check Permissions**: Verify you have permission to create organizations

**Try Manual Creation**: If domain claiming fails, try manual organization creation

## Related Documentation

- [Organization Settings](/organizations/organization-settings) - General organization management
- [Organization Members](/organizations/organization-members) - Member management
- [Organization Policies](/organizations/organization-policies-detailed) - Policy configuration