Add a root org unit

Learn how to add the root organization unit by specifying hierarchy details, invoice display information, and reporting currency settings.

The root org unit is the top-level organization in your Multi-Org hierarchy. You define its name, invoice display information, and reporting currency to support dynamic invoice generation and tenant-level reporting.

In the Edit Organization Information dialog, navigate to the Hierarchy section.

Enter a Name for your organization’s hierarchy.Review the Reporting currency field.

In the Invoice Display Details field, enter the invoicing information for the org unit. You can include details such as the org unit’s location, billing address, banking information (routing number), taxation ID, or any other information that supports dynamic invoice generation.

The reporting currency is a tenant-level setting defined when your account is created. This field is read-only.

In the Description field, enter customized marketing messages or any other information to support dynamic invoice generation for the org unit.

The following table lists the permissible values for each of the fields:

Org Unit Field	Characters allowed	Is Mandatory
Org Unit Name	A-Z, a-z, 0-9, underscore (_), and dash (-), with a maximum of 50 characters. Half-width and full-width spaces are allowed.	Yes
Org Unit Description	A-Z, a-z, 0-9, and the following special characters: ; , : ( ) [ ] & @ / \ - _ * !. Half-width and full-width spaces are allowed.	No
Invoice Display Name	A-Z, a-z, 0-9, underscore (_), and dash (-), with a maximum of 50 characters. The special characters period (.), ampersand (&), and comma (,) are allowed.Half-width and full-width spaces are allowed.	No
Invoice Display Details	A-Z, a-z, 0-9, and the following special characters: ; , : ( ) [ ] & @ / \ - _ * !. Half-width and full-width spaces are allowed.	No

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