How to create an organization

How to create an organization | Kikumi Kyo

Creating an organization in Kikumi Kyo is the first step to bringing your savings group, SACCO, or VSLA online. This guide walks through the platform admin onboarding flow.

Note

Only platform super-admins can create organizations. If you are a treasurer or chairperson, ask your platform admin to create the organization and invite you.

Prerequisites

Before you begin, have the following ready:

The organization's official name and short code (e.g. CSG2024).
The email address of the first admin user who will manage the workspace.
The organization's fiscal year start date.

Step 1: Open the onboarding form

Sign in as a super-admin and navigate to Organizations → Onboard organization. You'll see a form asking for the organization's details.

Step 2: Enter the organization details

Fill in:

Name — the full legal name of the organization.
Code — a short, unique identifier used in URLs and reports.
Contact email — where invitation emails will be sent.

Step 3: Invite the first admin

Enter the email of the person who will be the organization admin. They'll receive an invitation to set up their account and authenticator.

Warning

The first admin must enroll an authenticator (TOTP or passkey) before they can access the workspace. This is a security requirement — no authenticator, no access.

Step 4: Provisioning

Once the organization is created, Kikumi Kyo automatically provisions:

A default chart of accounts
Numbering sequences for journal entries, loans, and members
A policy version
Product definitions (savings, loans, shares, fees, fines, welfare)
The current accounting period
An approval mandate (organization admin, no cap, no checker)

Provisioning is idempotent — if it fails, you can re-run it from Organizations → [id] → Provision without duplicating data.

What happens next

The invited admin receives an email, sets up their account, enrolls an authenticator, and lands in the workspace dashboard. From there they can invite members, configure products, and start recording financial activity.