You will need the Full Account permission, with no campus limit, organization limit or campus override, to add an organization. Adding an organization reaches the whole account, so any limit or override blocks it, even an override that only adds access.
A second organization is how you set up a part of your ministry that is legally separate from your church, such as a school with its own EIN, books and giving. What is an organization? explains when you need one.
Core Plus, Premium and trial accounts can have two active organizations. If you need more than that, contact One Church support to raise the limit.
Before you start: the cutover
The first move from one organization to two runs a one-time step called the cutover. Read this section before you add the organization, because the cutover cannot be undone.
Until now, records with no campus were available to everyone. Once a second organization exists, those records need an owner, so they all go to the default organization. The new organization starts empty.
Warning: There is no undo. Organizations cannot be deleted, and archiving back down to one organization does not put your account back the way it was before the cutover. How do I archive an organization? explains what archiving does.
When the cutover runs
The cutover runs when exactly one organization is active before you add the new one. That includes an account that had two organizations and archived back down to one. If two or more organizations are already active, adding another one assigns nothing.
What the cutover assigns
Every record with no campus and no organization is assigned to the default organization. That covers:
Background checks
Chat categories and channels
Connections
Email templates
Events
Forms
Custom mail merge templates
Message templates
People
Promotion plans
Report groups
Saved queries
Sermons
Service plans
Groups
Keywords
Workflows
Gifts with no organization are assigned to the default organization too. Records that already sit on a campus are not touched.
Add-ons
Each add-on your subscription holds gets one seat on the default organization. Remote Deposit is skipped, because it follows enrollment rather than a seat. The new organization starts with no add-ons until a seat is assigned to it. How do add-on seats work? explains how seats are bought and assigned.
Add the organization
Go to Settings & Tools (Cog icon in the tool-bar) > Your Organization > Account Settings and open the Organizations tab.
Click Add New. The button only appears for someone with Full Account and no limit or override, and only while your plan has room for another organization.
Fill in the General, Contact and Branding sections. The name is required.
Review the Before Creating preview. It lists how many records of each type will be assigned to the default organization, and which add-on seats go with them.
Click Save. Your account now has more than one organization, and new settings appear for each organization.
Note: The Before Creating preview only appears when you are adding to an account with one active organization and at least one record to assign. If you do not see it, the cutover has nothing to do.
What the new organization starts with
A giving statement footer.
Family heads allowed to edit their family members, but not to add new ones.
Donors allowed to see their own pledges.
Directory rules set individually, and the standard privacy defaults.
A fiscal year starting in January, on the accrual method.
A public site that is turned off, with the organization switcher on and access rules copied from the default organization.
It does not get a branded web address, any campuses or any add-ons. Creating an organization adds no campus, so you give it campuses yourself.
After you add it
The cutover leaves a few jobs for you. Work through these before staff at the new organization start using it.
Share records meant for both organizations
Every record the cutover assigned now belongs to the default organization only. If a record should reach both organizations, such as a shared prayer request form or an all-church event, edit it and set its campuses to All. Staff limited to the new organization will not see those records until someone does.
Financial and accounting records cannot be set to All. Designations, batches, giving pages, campaigns, accounts and funds always belong to exactly one organization. How does a record get a campus or an organization? explains how a record's campuses decide who reaches it.
Give the new organization its campuses
Add a campus to the new organization, or move an existing campus over to it. How do I add, deactivate, or delete a campus? explains how to add one. How do I merge, convert or move a campus? explains how to move one.
Assign add-on seats
Edit the new organization on the Organizations tab and assign it a seat for each add-on it needs, such as Accounting or App Builder. If no seats are free, buy another one under Billing first. Until it holds an Accounting seat, the new organization has no books.
Set up its own settings
Each organization keeps its own accounting options, giving statement details, people and directory rules, public site, app, texting number, sending domain and integrations. Set these for the new organization in the same places you set them for your church.
Limit staff to the right organization
Staff who should only work with the new organization can be limited to it. Limiting Campuses explains how.