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Change Your Primary Organization
Change Your Primary Organization

What is Primary Oragnization? How to change my primary organization?

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Written by Tanvi Telang
Updated over a week ago

Primary Organization is the Home or Main entity, where your expenses or reports will be filed. You will be able to see all the reports submitted by users from other organizations (if there are any reporters) under your primary organization.

If you have moved from one country to another or have moved to a different entity and need to update your primary organization, you can do so from your account settings. This will help you manage the reports/approval from your primary organization if you have users reporting from multiple organizations.
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You can follow the steps mentioned below to change your primary org:
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Navigate to your settings by clicking on the gear icon in the top right corner of your screen.

Select Profile from the left-hand sidebar.

Under your profile, next to Primary Org select the Edit icon beside your currently listed primary organization's name.

In the pop-up box that appears, select the name of the entity that you wish to set as your primary organization. Click on Save to Finish.

Once you have saved the changes, the newly set entity's name will populate in the Primary Org details in your profile settings.

Following the steps mentioned, you can change your primary organization easily.

To learn more about cross-organizational approvals, click here.

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