Organizational unit management allows administrators to structure their company within the system by creating and organizing units such as departments or teams. This ensures efficient workflows and targeted communication. By clearly defining organizational units, admins can improve access control, reporting accuracy, and overall management efficiency.
Creating a New Organizational Unit
Navigate to Organization Management in the menu and open the Organizational Units tab.
Click on the Create button to add a new Organizational unit.
Fill in the name for the new org. unit, click Submit to create the unit.
Viewing and managing existing Organizational Units
The new org. units will be listed with the existing ones after you add them. Use the Expand/Collapse arrows next to each org. unit name to view subordinate units. You can rearrange the hierarchy of the org. units by dragging and dropping them in the correct place.
Use the Expand All button to open details of all branches at once, making it easier to review the entire structure.
To collapse them, click Collapse All.
To show mapping codes turn on the toggle on the top left. You can also add mapping codes by double clicking on the right side of the name when the toggle for the mapping codes is turned on.
User Management for Organizational units
Click the user icon next to a branch to manage the users assigned to that org. unit. Assign or users as needed to keep the org. unit structure updated or send messages to specific users by checking the bracket in front of their names.
Deleting an Organizational unit
Use the trash icon on the right to delete an org. unit that is no longer required.
Before deleting, ensure that no critical users or data are linked to the org. unit.
Best practices
Keep your organization structure updated as changes occur. To help with updating use the API.
Regularly review the org. units to ensure accurate user assignments and avoid data discrepancies.
To bulk import the whole organizational structure see Bulk import - organizational units.