Create a client organisation

Last updated: June 20, 2026

Learn the concept
This is the step-by-step. For what it is and how it fits the bigger picture, read Partner Console in the reference.

What this does

Creating a client sets up a new Cloudby organisation for them. You draft the details first, check them, then deploy to bring it live.

Open Tenants

Go to Menu > Partner Console to see your Tenants, then click Create.

TenantsYour client organisationsCodeNameEnvironmentStatusACMEAcme Trading Sdn BhdProductionActiveBRIOBrio RetailProductionDraft
Your client organisations, with their status simplified mockup

Draft the organisation

  1. Enter a Code, Name and Description for the client, and pick the Environment.
  2. Fill in the organisation details: registration Name, Number and Address, Country, State and City, plus Timezone and Currency.
  3. Save. The tenant sits in Draft while you check everything.

Deploy

When the details are right, Deploy the tenant. Cloudby creates the live organisation, and you become an administrator of it so you can carry on setting it up.

Next step. A fresh organisation is empty. Use Apply a configuration preset to load a ready-made set of settings (custom fields, payroll items, document templates, chart of accounts) for the client country.

Related

  • Apply a configuration preset
  • Manage a client organisation