Create Organisation

Set up a new organisation on the platform.

Route

/create-organisation

Accepts an optional ?redirectUrl= query parameter. After successful creation, the user is redirected to this URL (with :organisationId replaced by the new ID). If the URL does not include company-settings, the user's identity is updated with the new organisation.

Features

• Organisation name and details
• Primary contact information
• Industry selection
• Initial billing entity setup

Wizard steps

The creation flow is a three-step wizard with a ProgressLine indicator at the top. Users can navigate forward, backward, or click directly on a completed step to return to it.

Step 1: Organization (Company Details)

Collects the core company information. Fields:

Field	Required	Validation	Max length
Company Name	Yes	Must not be empty	50
Country	Yes	Must select a country from the dropdown	--
Registration Number	No	--	20
Tax ID	No	--	20
D&B Number (Dun & Bradstreet)	No	Must match DUNS regex (digits only)	9

• Each field includes a tooltip with contextual help.
• The Done button is disabled until both Company Name and Country are provided.
• Selecting a country auto-populates the phone dial code on the Address step (if the phone number is still empty).
• Validation runs on all required fields when Done is clicked; the step only advances if validation passes.

Step 2: Address

Uses the shared AddressDetails component to collect the organisation's physical address. Fields include:

• Address Line
• City
• Postal Code
• Phone Number (with dial code selector, pre-populated from the country selected in Step 1)

Step 3: Contact

Collects the primary contact details for the organisation creator. Fields:

Field	Required	Editable	Validation
Full Name	Yes	No (read-only, from user profile)	--
Email	Yes	No (read-only, from user profile)	--
Job Title	Yes	Yes	Letters, hyphens, apostrophes, spaces only; min 2, max 255 characters
Phone Number	No	Yes	If either dial code or number is provided, both must be present

• The Complete Setup button is disabled until the job title meets the minimum length and phone fields are consistent.

How to create an organisation

Step 1: Fill in company details

Enter the company name, select the country of incorporation, and optionally provide a registration number, tax ID, and D&B number. Click Done to proceed.

Step 2: Provide the address

Enter the company address and phone number. Click Done to proceed.

Step 3: Confirm contact details

Verify the pre-filled name and email. Enter your job title and optionally a phone number. Click Complete Setup to begin creation.

Behavior notes

• After clicking Complete Setup, a progress bar replaces the form showing four tracked tasks:
  1. Organisation -- polls getOrganisationByCreatorId until the organisation exists.
  2. Role -- polls getIdentityWithOrganisation until the CompanyOwner role is assigned.
  3. Client Details -- polls until clientDetails are populated on the organisation.
  4. Job Title -- calls addJobTitle, then polls until the identity reflects the new job title.
• Each task displays a checkmark as it completes.
• If an error occurs during creation, an error notification is shown and the user is returned to the last wizard step.
• Wizard state is persisted in local storage (Local.Keys.WizardState) so progress survives page refreshes.
• If the user presses Complete Setup a second time after an error, the CreateOrganisation command is not re-sent (the previously created ID is reused).
• On success, the user's identity, billing entity store, and local storage selections are updated before redirecting.