Set up your organization

Set your organization's preferences and create the basic resources Tooling Metrics needs before you start, with the owner's setup wizard.

Updated October 29, 2026

Prerequisites: You’ve just created (or been made owner of) an organization.

Required permission: Organization owner only. Non-owners never see this wizard — if they open its URL directly, they’re sent to the dashboard.

When you create an organization, its setup starts incomplete. The Set up your organization wizard has three steps: Organization, Company address, and Warehouse. Until all three are saved, you’re sent back into the wizard each time you sign in. Only the owner sees the wizard; other members are kept out even if setup is incomplete.

stateDiagram-v2
    state "Company address" as CompanyAddress
    state "Invite your team" as InviteTeam
    [*] --> Organization
    Organization --> CompanyAddress: Save and continue
    CompanyAddress --> Warehouse: Save and continue
    Warehouse --> InviteTeam: Save and continue
    InviteTeam --> [*]: Continue

    Organization --> CompanyAddress: Skip for now
    CompanyAddress --> Warehouse: Skip for now
    Warehouse --> InviteTeam: Skip for now

Step 1 — Organization

On the Organization step, upload a Logo: drag a file onto the box or click to browse. Use PNG or JPEG, 1 MB or smaller; you’ll see a preview right away.
Enter the Name of your organization.
Select the Language (English, Japanese, or Vietnamese).
Select the Time Zone.
Enter the Currency as a three-letter ISO 4217 code (e.g. USD, EUR, VND) — type to search the known codes.
Select the Number format, Date format, and Time format.

Click Save and continue. This marks the organization step done and moves you to the company address.

Step 2 — Company address

Fill in your company (sold to) address. In most cases this is also your billing address, and it appears as your company block on purchase orders sent to vendors:

Company name
VAT/GST ID
Country, City, State, Postal code
Address line 1 and Address line 2

Click Save and continue. This marks the company address step done and prefills the next step from what you entered here.

Step 3 — Warehouse

Create your organization’s first Warehouse and its first access point:

Enter a Warehouse name.
Enter an Access point name — the physical pickup and drop-off point in this warehouse that the shopfloor screen and tools are tied to.
Confirm the delivery address — it’s prefilled from the country, city, state, postal code, and address lines you entered in the previous step. Fix it if needed. Purchase orders use it to tell vendors where to ship.

Click Save and continue. This marks the warehouse step done. The default locations for inventory, receiving, assembly, and scrap are created automatically.

Invite your team

After the last step, the Invite your team page opens. You can:

Enter a teammate’s email address and click Send invite, as many times as you need, or
Skip inviting for now.

Click Continue. If a wizard step is still incomplete, you’re taken back to it. Otherwise you move on to choosing your workflows, and from there to the dashboard.

Tips & gotchas

You can skip any step with Skip for now. Skipping moves on without marking that step done, so you’ll be sent back into the wizard until every step is saved. You can also click a step’s name at the top of the wizard to go back to it.
The currency must be a valid ISO 4217 code. If it isn’t recognized, the organization form re-renders with an error — your typed name, language, and time zone are preserved, so just correct the code and save again.
The logo is checked only in your browser (PNG/JPEG, max 1 MB). There’s no server-side error message for a wrong type or size, so make sure the file meets those rules before uploading.
Inviting is optional. You can invite people later from Manage users and permissions.
Change your entries in the Admin Center. Once all three steps are saved, you’re no longer sent to the wizard. To change what you entered, edit it in the relevant Admin Center page (Preferences, Payment information, Warehouses, Users).