Creating a New Organisation

Your Learning Management System ('LMS') organises users into Organisations containing a hierarchy of Organisation Units. Organisations are a way to partition users into distinct groups for security and reporting purposes. Organisations can be used to denote separate companies or divisions of a global enterprise. Each organisation can manage its own users and content and potentially have its own branding and some configuration. Organisation Units can represent your organisation and departmental structure.

For smaller organisations, having one organisation broken down into units is usually sufficient. The functionality to create new Organisations is not available for our multi-tenancy clients.

When partitioning your organisation structure in to multiple organisations consideration must be given to who users will be reporting on and their visibility across the organisation structure.

An Organisation is the highest element of the organisation structure for your LMS and a user who has the reporting scope to see 'All Organisations' has the highest reporting level and will have visibility across all organisations, organisation units and the staff within.

As a reminder, these are the different reporting scopes available:

Direct Reports User will be able to run reports on self and, if they are a line manager, anyone who reports directly to the them. A user with the Direct Reports reporting scope will not be able to see any further down the chain of command than their direct reports.
All Reports User will be able to run reports on self and, if they are a line manager, anyone who reports directly to them. If any of their direct reports are line managers, the user with the All Reports reporting scope will be able to see all the way down the chain of commandment.
Organisation Unit User will be able to run reports on self and anyone within their organisation unit and any sub units. They will not be able to report on any units adjacent or higher in the organisation structure.
Organisation User will be able to run reports on self and anyone within the organisation they sit in, across all organisation units.
Organisation (Restricted) User will be able to run reports on self and anyone within their organisation excluding the organisation unit their own account sits within. This is useful for data sensitive departments such as HR. However, if the user is an administrator or line manager, this reporting scope also prevents the user registering or emailing users within their organisation unit.
All Organisations User will be able to run reports on self and anyone within the entire organisation structure across multiple organisations. This is the highest level of reporting scope.

A user's reporting scope can be selected within a user's profile under System Roles.

Creating a New Organisation


To create a new organisation, select Organisation and Users from the Menu. Then click on the New Organisation button.


Enter the name of the organisation and a code. The code must be unique to the organisation.

Once created you can continue on to create organisation units that sit beneath it and add user accounts.

If you later need to change the name of the organisation or edit any of the settings, click on the name of the organisation then use the options in the menu on the left as appropriate.

Archiving Organisations


You can archive an organisation using the Archive button under Details. Any user accounts within the organisation will be suspended and they will not be able to log in. The organisation (and the users within it) can quickly be activated again as follows:
  1. Choose Archived from the Show dropdown menu.
  2. Click on the name of the organisation 
  3. Choose Details from the menu on the left of your screen
  4. Click on Restore

Related Guides


You may also find the following guides useful:

Moving an Organisation Unit
Moving Users' Accounts
Moving and Organising Users (video guide)
Creating Organisation Units and Adding Users (video guide)



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