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Organization Units

The organisation structure.

Overview

Organizational units model your structure. Load Defaults creates a sensible starting set.

Organization Units in the Administration module.

When to use organization units

  • You set up reporting lines.

Step by step

In the Administration module open Company in the green navigation bar, then choose Organization Units under Company.
Screenshot for this step has not been captured yet — run npm run docs:flow.

What you see on the screen

  • Actions on the screen: Administration, Load Defaults, Add Organizational Unit.

Permissions

These permission keys control access (granted to roles in Administration → Roles & Permissions):

  • org.organizational-units.create
  • org.organizational-units.delete
  • org.organizational-units.read
  • org.organizational-units.update