Company management

Setting up organization units

Setting up organization units

Organization units can be used to group together users or departments of a company for whom a certain task area is relevant or who have certain permissions. This means that these tasks and permissions no longer have to be assigned to individual users.

Information: Some apps offer the possibility to link the visibility of certain data with the organization units.

To set up a new organization unit as an administrator, follow these steps:

  1. Open the app Administration.

  2. Open the menu item Company Management > Org. Units.

  3. Click New.

  4. In the field Name, enter a name for the organization unit.

  5. Click Save.

  6. In the tab Users, assign users to the organization unit by double-clicking their name or using the arrows.

  7. Click Save.

  8. If necessary, in the tab System Users, assign system users to the organization unit by double-clicking their email address or using the arrows.

  9. Click Save.

    Information: In the tab Profile, you can change the name of the organization unit if needed.