> ## Documentation Index
> Fetch the complete documentation index at: https://docs.equa.cc/llms.txt
> Use this file to discover all available pages before exploring further.

# Organization Setup

> How to create and configure organizations in Equa

# Organization Setup

Organizations are the foundation of everything in Equa. Every cap table, document, agreement, and team member belongs to an organization. This guide covers creating and configuring your organization.

## Prerequisites

* Active Equa account with verified email
* No specific role required to create a new organization

## Creating an Organization

### Step 1: Start the Creation Flow

From your dashboard, click **Create Organization**. If you already have organizations, click the **+** button in the organization switcher or go to **Organizations > New**.

### Step 2: Enter Required Information

Fill in the following:

* **Organization name** — The legal name of your company or entity
* **Company type** — Select one:
  * LLC (Limited Liability Company)
  * C-Corp (C Corporation)
  * S-Corp (S Corporation)
  * Other available entity types
* **Equity structure** — Choose the structure that reflects how ownership is divided in your company

### Step 3: Review and Create

Click **Create** to finalize. You will be taken to your new organization's dashboard. As the creator, you are automatically the owner with full permissions.

## Configuring Organization Details

### Step 1: Open Organization Settings

Navigate to your organization's **Settings** page from the sidebar or organization dashboard.

### Step 2: Update Business Details

You can fill in or update the following fields:

* **EIN** (Employer Identification Number)
* **Website**
* **Phone number**
* **Registration number** — Your state or jurisdiction filing number
* **Start date** — When the company was formed
* **Business address** — The registered address of the company

### Step 3: Upload a Logo

Click the logo area to upload your company logo. Supported formats include PNG and JPG.

### Step 4: Save Changes

Click **Save** to apply your updates.

## Common Tasks

### Setting Up Security Types

Before issuing shares, you need to define your security types (share classes).

1. Navigate to **Organization > Securities**
2. Click **New Security Type**
3. Fill in the required fields:
   * **Name** — e.g., "Common Stock" or "Series A Preferred"
   * **Share class** — The class designation
   * **Share type** — Common, preferred, options, warrants, etc.
   * **Price per share** — The default price
   * **Voting shares** — Whether this class carries voting rights
   * **Fractional shares** — Whether fractional ownership is allowed
   * **Certified shares** — Whether share certificates are issued
4. Click **Save**

### Managing Certificate Legends

Legends are the legal text that appears on share certificates.

1. Navigate to **Organization > Legends**
2. Click **New Legend**
3. Enter the legend name and full text
4. Click **Save**

<Tip>
  Legends are immutable once assigned to an issued certificate. Create new legends instead of trying to modify existing ones.
</Tip>

### Configuring Ownership Transferability

Set whether shares can be freely transferred between members or require approval. This is configured in your organization settings under the equity structure section.

### Viewing the Organization Dashboard

Your organization dashboard shows:

* **Recent actions** — The latest changes made by team members
* **Capital summary** — Overview of authorized and outstanding shares across all security types

## Tips

<Tip>
  Take time to set up your security types correctly before issuing any shares. While you can update security types later, changes do not retroactively affect already-issued shareholdings.
</Tip>

<Tip>
  If your company has a registered agent, you can link them to your organization in the settings. This helps keep your corporate records organized in one place.
</Tip>

## Troubleshooting

<AccordionGroup>
  <Accordion title="I cannot create an organization">
    **Cause:** Your email may not be verified, or there may be a connectivity issue.

    **Solution:** Make sure your email is verified (check your inbox for the verification email). Then try again. If the problem persists, refresh the page and retry.
  </Accordion>

  <Accordion title="I cannot edit organization settings">
    **Cause:** You may not have the `editOrganizationDetails` permission.

    **Solution:** Ask the organization owner to assign you a role that includes the "Edit Organization Details" permission.
  </Accordion>

  <Accordion title="My company type is not listed">
    **Cause:** The platform supports a fixed set of company types.

    **Solution:** Choose the closest match for your entity type. If none apply, contact Equa support for guidance.
  </Accordion>
</AccordionGroup>

## Related

* [Getting Started](/guides/getting-started)
* [Managing Your Cap Table](/guides/managing-your-cap-table)
* [Roles and Permissions](/guides/roles-and-permissions)
* [Organization Management Specification](/specs/002-organization-management/spec)