Organizations offer System Admins a way to further control user data access based on a customizable functional or divisional hierarchy. When provisioning a user, System Admins can add a user to one Primary Organization and multiple Secondary Organizations. The organizational structure allows System Admin users to replicate their company's hierarchy and set up organizations.
This article covers the following topics:
In order to navigate to the Organization Screen, click on the System Admin Module and click on the Organization tab as displayed below:
To add new sub-organizations, click on the + button within the Parent Node (root organization) to create a Child Node (sub-organization).
Note: Double-click on the outer border of the Org box to create a new sub-organization below it.
System Administrators can delete an existing organization from their Organization screen that is no longer needed to accurately reflect organizational structure in the system.
Note:
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All users in Subscribed and Pending status need to be removed from the Organization in order to delete it. Only an empty organization can be deleted.
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The deleted organization will no longer be accessible and cannot be restored.
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Locate the organization you need to delete, then click on the Trash
icon.
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You will be prompted with a confirmation message. Click on the Delete button to proceed with the deletion as shown below.
A success message will appear at the bottom of your screen indicating that your organization structure has been updated.