Organization
Understand reporting structure and maintain departments and designations.
Organization visualises how internal users are arranged and provides management tools for departments and designations.
Explore the organisation
The organisation view groups users by their reporting relationships. Select a person to move deeper into their reporting structure, then use the back action to return to the previous level.
User cards provide a quick view of the people in each part of the organisation.
Manage departments
Departments group users by organisational function. Use Manage Departments to create and maintain the options available on user profiles.
Keep department names stable and recognisable. Before removing one, update users who currently belong to it.
Manage designations
Designations describe a person’s position or responsibility. They can also participate in access behaviour configured by the application.
Use Manage Designations to add or update available designations.
Keep the chart accurate
- Create the required departments and designations.
- Assign each internal user appropriately.
- Set the correct Reports to relationship.
- Review the organisation view.
- Correct missing or circular reporting relationships.
Why is someone missing from the organisation view?+
Confirm that the user is active and has the expected reporting relationship. Users without a manager may appear at a different level of the structure.