> For the complete documentation index, see [llms.txt](https://docs.plenit.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.plenit.com/docs-en/platform/organizations/how-to.md).

# How-to

Here you have the step-by-step guides for working with your clients' organizations: creating them, managing them, applying your branding, and maintaining their contacts. 

Go straight to the task you need.

{% hint style="info" %}
Would you rather understand the why first? Review the Concepts and come back here for practice.
{% endhint %}

### Explore the guides

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>How to Create an Organization</strong></td><td>Register a client organization with its details, ready to start working with it.</td><td><a href="/pages/2e27f1b4728400d35bc29382760156d411b95a5e">/pages/2e27f1b4728400d35bc29382760156d411b95a5e</a></td></tr><tr><td><strong>How to Manage Your Organizations</strong></td><td>Edit, log in to, block, or delete your organizations, and move between them.</td><td><a href="/pages/cf3ec0d6762d33ac4bbc68cfe5f5e337a626198c">/pages/cf3ec0d6762d33ac4bbc68cfe5f5e337a626198c</a></td></tr><tr><td><strong>How to Customize the User Portal and the Admin Panel</strong></td><td>Apply your branding to the two interfaces the end customer sees and set up email with your identity.</td><td><a href="/pages/e775861a6442902925c8677cfb5338dec798fae2">/pages/e775861a6442902925c8677cfb5338dec798fae2</a></td></tr><tr><td><strong>How to Manage an Organization's Contacts</strong></td><td>Define who the main contact is, who the operations contacts are, and which email addresses invoices are sent to.</td><td><a href="/pages/19bb6a377476cdaa0a822b5cecf75089f3672b05">/pages/19bb6a377476cdaa0a822b5cecf75089f3672b05</a></td></tr></tbody></table>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.plenit.com/docs-en/platform/organizations/how-to.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.