Organization Units
The Organization Units interface provides tools for managing the organizational structure within the system.
Overview
The Organization Units management is accessible to users with Identity Management permission.
it offers two primary views: List and Tree which allow users to visualize and manage the hierarchy of organizational units.
.Add Company
The Add Company function opens a popup where users can create a new company and specify its currency.
Details
When an organization unit is selected, additional buttons, including a Settings button and a details card, become available.
Settings Button
This option allows users to:
- Change the status of the organization unit.
- Rename the organization unit.
Members and Roles
- Add/Remove Members: Users can be added or removed from the organization unit within the Members tab.
- Assign/Remove Roles: Roles can be assigned or removed within the Roles tab.
If a user is assigned a role through an organization unit, modifications or removals of the role can only be done from the Roles tab.
Action Buttons
The interface includes several action buttons for managing organization units.
- The Move function allows users to transfer the selected organization unit, along with its child units, roles, and members, to a new location. The user selects the new location from a popup and confirms the transfer in a confirmation dialog, which displays the selected unit and its new location.
- The Clone function allows users to create a copy of the selected organization unit. Checkboxes enable users to choose whether to clone the unit along with its roles, members, and child units. The cloned unit will appear at the same hierarchical level as the original.
- The Remove function deletes the selected organization unit. If the unit has child units, they will also be deleted.
- Add: The Add function allows users to create a new organization unit by entering a name.
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