Access the Organisation and Users section by clicking on its link within the menu. Alternatively, administrators can access it via the User Admin link in the Common Tasks portlet on the home page.
So, in the above example, 'Investments' and 'Mortgage Services' are parent units and 'Corporate Investments', 'High Risk' and 'Private Investments' are child units of Investments. On the right hand side, you can see how many users there are per unit. So, Investments has 6 and Mortgage Services has 5.
Amending Unit DetailsTo amend the details of a unit, such as changing its name, simply click on the link to the Organisation Unit in the main screen and then select Details from the left hand menu. Make any necessary changes, then select Save.
Viewing UsersTo view the users within an organisation, click on the organisation name - in this example this is Bank of Unicorn Limited - then select the Users option in the left-hand menu. As we've clicked on the highest level, we're able to see all employees within the organisation, as shown below.
If you only want to see the users within a particular unit, simply select that unit name from the menu - in this example we've chosen Corporate Investments - and then choose Users from the left-hand menu.
Adding New UnitsTo create a new unit within your organisation, hover over the level within which your new unit will sit. In this example, we're going to add a new unit called 'Admin' within ‘Investments'. If you hover over ‘Investments', a +Unit button will appear. Click on this button to add a unit.
Enter the new unit's name - in this case 'Investments Admin' - and add a Code. The code has to be unique and we recommend that you follow your company's naming convention. Next, choose whether the unit is a Division or Department as it is useful for the reporting function. Just to clarify between the two options, think of a 'Division' as the geographic location, such as North, South, East or West or 'Europe' or 'UK'. A 'Department' relates to the function of that unit, which may be 'Finance Department in North' or 'Finance Department in South', etc. The final category to consider when setting up a new unit, is the Identifier. This is an optional field if you want to include a further way of identifying the unit for reporting. Once you've completed these fields (as shown below), select Save, and the unit is set up!
To add a New User to a Unit, click here.