# Setup an agency

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### Initial Setup

1. After completing the initial [onboarding](https://docs.shippercrm.com/start-guide/whats-shipper-crm/onboarding) process, you'll be directed to the organization setup screen.
2. Here, you'll be prompted to set your organization name (if you haven't done so already). This is the top-level name for your brokerage.
3. When prompted to select your organization structure, select `Multiple Agencies`
4. We will automatically create workspaces for each agent that has joined your organization. You can add more later if needed. We default to *Untitled LLC* during the initial setup but either the owner or the agent can update this after the workspaces are created.
5. Review your setup and confirm.

### Creating Additional Agencies

After the initial setup, owners can create new workspaces as needed. Here's how:

1. Navigate to Settings.
2. Select "Workspaces".
3. Click "Setup a new agency".
4. Setup the new agency by giving it a name. This will usually be the legal entity (LLC).
5. Click "Create New Agency" to finalize the new workspace.

### Inviting New Members

Owners can invite members to the organization or to a specific workspace. Here's how:

1. Go to the "Members" tab in Settings, under the 'Organization' section.
2. Click the "Invite People" button.
3. In the modal, enter the person's email address. **This should match the email domain of your brokerage.**
4. If you want to add them to specific workspace(s), select the workspace via the dropdown.
5. Click "Send Invites".

{% hint style="warning" %}
**All users must be part of at least 1 workspace**.
{% endhint %}

You can also invite team members from the settings page for a specific workspace. To do this:

1. Go to Settings > Workspaces > Click on the workspace you want to add a member to.
2. Click the "Add a Member" button.
3. Click the "Invite people" button, and then add the emails of people you'd like to invite.

### Adding Existing Members to Workspaces

Workspace owners can also add existing members to new workspaces. Here's how:

1. Go to Settings > Workspaces > Click on the workspace you want to add a member to.
2. Click the "Add a Member" button.
3. Click on the name of the person you want to add in the dropdown.
4. The user will automatically be added to the workspace - no confirmation is needed.

{% hint style="info" %}
**Note**: Adding existing organization members to a workspace doesn't require an email confirmation.
{% endhint %}

### Accepting Invites

New members can join the organization or workspace in two ways:

1. Via email invitation:
   * Click the link in the invitation email.
   * If new to Shipper CRM, complete the sign-up process.
   * Accept the invitation to join the organization or workspace.
2. Via the [workspace switcher](https://docs.shippercrm.com/teams-and-agencies/workspace-switching):
   * Log in to Shipper CRM.
   * Open the workspace switcher in the sidebar.
   * Look for pending invites at the bottom of the switcher.
   * Click "Accept" next to the relevant invite.