An “Organization Unit” represents various departments in an organization, like marketing, sales, accounting, IT and so on. Here the “Organization Units” is identified as the “Root Units” (departments) and “Sub Units” (sub departments).
The “Organization Units” feature allows you to add any number of “Root Units” (departments) and “Sub Units” (sub departments). Once done, it lets you add employees to these “Root Units” and “Sub Units”.
The “Organizational Units” page under the “Administration” functionality, has the following features.
List the organization units (if these are created) and members (if added)
Create new organization units (root and sub units)
Edit the organization unit (root and sub units)
Delete the organization unit (root and sub units)
Create new members in the organization units (root and sub units)
Delete the members in the organization units (root and sub units)
To view the Organizational Units in the system, access the “Organizational Units” section under the “Administration” functionality.
To view the members in an Organizational Unit or a Sub Unit, click on that unit and the members get displayed in the member listing of that unit.
The “Organization Tree” section lets you add one or more “Root Units” (departments) in an organization. To add a new root unit, click on the “Add Root Unit” button in the “Organization Tree” section.
Enter the name of the Root Unit you would like to create in the displayed pop up box and click “Save”.
To add a “Sub Unit” under a “Root Unit”, click on the down arrow shown against that root unit and select the “Add Sub Unit” option.
Enter the name of the sub unit you would like to create in the displayed pop up box and click “Save”.
You can see the “Root Unit” and the newly created “Sub Unit” once saved.
To edit a “Root Unit” or a “Sub Unit”, click on the down arrow shown against that root or sub unit and select the “Edit” option from the drop-down list.
On the “Edit” pop-up box, you can modify the name of the root or sub unit and click the “Save” button to save the changes made.
To delete a “Root Unit” or a “Sub Unit”, click on the down arrow shown against that root or sub unit and select the “Delete” option from the drop-down list.
You will be asked to confirm if you want to go ahead with the deletion. Click the “Yes” button to do so, or to cancel the delete operation click the “Cancel” button.
“Members” are employees (users) of a “Root Unit” or a “Sub Unit” in an organization. These members are users who have already been created and added to the system using the “Create New User” button under the “Users” functionality.
The “Add Member” option lets you add these users as members to a single or multiple root or sub units in an organization.
To add a new member, first select the “Root Unit” or “Sub Unit” to which you want to add the member. This can be done by clicking on the root or sub unit. Then click on the “Add Member” button.
Select the users from the generated “Select Users” list by ticking on the checkboxes shown against those users. Then click on the “Save” button to add this users to that unit’s list.
Once saved, the users you added becomes members of that root or sub unit.
To delete a member from a root or sub unit, click on the delete icon against that member you want deleted.
You will be asked to confirm if you want to delete the member. Click on the “Yes” button if you want to do so.
Note:
Deleting members (users) from the organizational unit (root and sub units) does not remove them from the system. It only removes them from the created organization.
A member can be added to multiple organizational units (root and sub units) and is not restricted to just a single unit.