Introduction

If you're new to descon.ai and aren't joining via an invite link, you'll be prompted to create a new organization. Setting up your organization correctly ensures a smooth workflow, including project setup, document management, and regional pricing consistency.

1. Creating a New Organization

Who Needs to Set Up an Organization?

• If you are not part of an existing organization and are signing up independently.

• If you are the first person from your firm to join descon.ai.

Steps to Set Up Your Organization

1. After signing up, you’ll be redirected to the organization setup page.

2. Fill in the basic organization details, including:
   ✅ Organization Name
   ✅ Email (used for official communication)
   ✅ Address (optional)

3. Click Next, and you'll be taken to the Payments & Subscription page.

📌 Note: Since descon.ai is in closed beta, all payments are handled offline. You can view pricing at descon.ai/pricing.

2. Configuring Organization Settings

Once your organization is created, navigate to:
🔹 Organization > Overview – to edit details, upload a company logo, or deactivate your organization.
🔹 Organization > Setup – to define project settings and custom attributes.

Customization Options in Organization Setup

1) Project Types

• Set different typologies for better project categorization.

• Preloaded defaults include Residential, Commercial, etc.

• You can modify or add new project types anytime.

• Project types help you filter dashboards efficiently.

2) Measurement Units

1. Define units of measurement used across projects.

2. Each unit includes:
   1. Name (e.g., Square Feet, Meters)
   2. Unit Type (Length, Area, Volume, etc.)

   3. Measurement System (Metric or Imperial)

3) Document Types

• These serve as primary folders in which all project documents are organized.

• Ensures consistent file management across projects.

• Automatically creates structured folders when a project is set up.

4) Regions

• Define geographical areas where your firm operates.

• Each region allows you to create a regional cost database.

• Helps standardize pricing for services based on location.

Managing Users & Organization Ownership

🔹 One Email, One Organization

• A user cannot be part of multiple organizations at once.

• If a user wants to join another organization, they must:
  ✅ Leave the current organization OR
  ✅ Be removed by an admin

🔹 Transferring Ownership

• If you're the owner of an organization, you must:
  ✅ Assign another user as the new owner before leaving.
  ✅ Alternatively, deactivate the organization if no longer needed.

Deactivating an Organization

Steps to Deactivate an Organization

1. Go to Organization > Overview.

2. Click Deactivate Organization.

3. Confirm the action.

📌 Important Notes:

• All project and organization data will be deleted.

• You can contact support to retrieve deleted organizations if needed.

4. Need Help?

For any issues, you can:
Use the integrated AI chat nSage for instant help.
Email [email protected] for additional support.