Skip to main content
Level
Request demo

Creating an organization

Add a new organization to Level — name, description, logo with built-in cropping.

Open /organizations and click Add Organization at the top right. The organization modal opens in create mode. Creating is fully self-serve — no admin involved — as long as your plan has room for another organization.

Organization modal in create mode with Logo, Name, and Description fields
The Add Organization modal — logo upload, name, and description in one form.

Fields

The form has three pieces:

Logo (optional)

A square image used everywhere the organization appears — switcher, table, header.

  • Formats: JPG, PNG, WebP, GIF.
  • Max size: 5 MB.
  • Source: drag-and-drop the file or click the upload area to pick one.

After you select a file, Level opens a crop dialog:

  • The crop box is locked to a 1:1 (square) aspect ratio.
  • Drag the corner handles to resize.
  • Click Save to apply, Cancel to drop the upload.

The cropped image is saved as a JPEG on the organization. You can swap it out any time from edit mode.

Organization name (required)

The visible name everywhere — switcher, lists, report headers.

  • Trimmed before saving (leading/trailing whitespace stripped).
  • Cannot be empty.

Level also generates a URL-safe identifier from the name — e.g. Acme Corporation becomes acme-corporation, and the organization's pages live at /acme-corporation/....

Description (optional)

A short blurb shown under the name in the organizations table — useful when the same brand has multiple organizations (e.g. Acme — APAC vs Acme — EMEA).

  • Free-form textarea, ~3 lines.
  • Empty is fine.

What happens when you submit

  1. Level creates the organization and generates the URL-safe identifier from your name.
  2. The organizations list refreshes; the new row appears.
  3. The new organization is not selected automatically — open the organization switcher and pick it to start configuring ad accounts.

If you're at your plan's limit, Level blocks the creation with "Your plan allows up to N organization(s). Upgrade to add more." — see Plans & limits.

What you don't set here

The create form deliberately keeps the surface small — these are configured later, not at creation:

  • Connected platform accounts — done at Connected Accounts.
  • Ad accounts — done at the organization's Ad accounts page.
  • Reporting currency — chosen per report when you build a Report. Each ad account carries its own platform currency separately.
  • Members and access — done at Users & Teams.

Next steps

After the organization exists, the typical next steps are:

  1. Connect the relevant Google Ads / Meta accounts at Connected Accounts.
  2. Add ad accounts to wire those platform accounts into this organization — see Creating an ad account.
  3. Tag campaigns with segments so reports group by purpose, not by raw campaign names.
  4. Build a report — see Creating a report.