Create and set up an organization

All organizations follow the same general setup.

Create an Organization and assign Products. See Create an organization.
Add one or more Companies. See Add users through the API.
Add users and assign user roles to them. See Add users to your organization.
Add credentials to connect the new Company to the corresponding tax authority. See Configure countries.

Note: The required information varies by country but typically involves a username, password, or similar identification and authorization. The business must register directly with the tax authority to obtain the required information.
If the business will use Compliance Network to receive documents, then repeat the previous steps for the equivalent inbound product ID. Inbound processing is only available in select countries.

Create an organization

Note: This feature is only available to workspace administrators.

Click Settings.
Go to Organizations on the navigation menu.
Click Create organization.
Enter the organization name and a brief description.
Click Save.

Add companies

An organization can contain one or more companies. Each company on the account typically represents a single business' tax ID. Most Sovos customers have multiple tax IDs and create one company for each tax ID.

All documents that Compliance Network processes must specify the company or tax ID, so that Sovos can accurately connect each transaction to the accurate entity.

User access can be restricted to the company level, so that users can only access the details and transactional data from a subset of companies, rather than the entire organization.

You can add a company using two methods:

Add companies through Compliance Network (for manual setup)
Add companies through Indirect Tax API (for automated workflows)

Add companies through Compliance Network

Click Settings.
Go to Organizations on the navigation menu.
Click an organization's name under the Name column.
Go to Companies.
Click New company.
Enter the Company details and Company address, then click Save.

Add companies through Indirect Tax API

Send a POST request to the endpoint URL.

POST https://api-test.sovos.com/v2/configurations/organizations/{orgId}/companies

Include the following headers in your request:
- Authorization: Bearer {accessToken}
- Content-Type: application/json
- x-correlationId: {uniqueValue}

Include the following parameters inside the JSON payload of the request body:


Name	Type	Required	Description
`taxId`	string	Yes	Your company's tax ID
`legalName`	string	Yes	Your company's legal name
`dba`	string	Yes	The name of the represented company
`products`	array of strings	Yes	A list of products to be added to the company

Note:

If the products list is left empty, the created company will acquire all the products assigned to the organization.

Upon successful creation, the Indirect Tax API will return a JSON object containing the company details and their assigned company ID.

Note:

Always save the company ID value from the response when creating a company, as it will be required for future API calls. To find it, look for the ID value in the samples.

Add users to your organization

Users are defined by unique email addresses. Each user should only be associated with one email address. After a user sets up their account, they can switch between Sovos products and organizations without having to log in again.

You can manage users in Admin Settings or with the Organizations API endpoint.

When you add a user, you assign a role to the user. Learn more about available roles.

Add users through Compliance Network admin

Update the settings in the Compliance Network admin interface to add users and assign roles to them.

Log in to Compliance Network as an administrator.
Click the Settings icon.
Go to Organizations on the navigation menu.
Click the organization name.
Go to Users.
Click Invite user.
Add the user's email, role, and the companies they need to access.

Note: If you don't select any companies, the user will have access to all companies within the organization.
Click Invite.

The invited user will receive an email invitation to join your organization in Compliance Network.

Note: You must invite users to Compliance Network, even if they already have access to other Sovos products. Users with access to other Sovos products won't receive an invitation email. Instead, they just need to log into Compliance Network with their existing username and password.

Add users through the API

Use the Organization User API endpoint to add users to your Compliance Network account.

Provide the following required information in the API request body:

firstName
lastName
email
roleId

For example:

{ 
   	"firstName": "Jane", 
    	"lastName": "Smith", 
   	"email": "myname@example.com", 
    	"roleId": "string", 
    	"customAttributes": { } 
}

Repeat for each user you want to add.

A 200 or 201 response confirms that the API request was successfully processed.

An invitation will be sent to the provided email address with instructions to set up a Sovos account or log in with an existing account.

Sovos Docs