Organisation Tab

The organisation tree is used to model the companies, departments, teams and users in your organisation, and is important for granting visibility to projects, and as a way of grouping your users.

You manage your organisation tree on the Organisation tab in administration.

Your organisation can contain one or many companies. A company can contain none, one or many departments. Teams are independent of any Company / departments hierarchy. You can have none, one or many teams in your organisation.

 

The left side of the screen shows the tree. Clicking on one of the nodes of the tree will bring up the relevant edit screen (company, department, team, user) in the right-hand side. The add new Company / Department / Team buttons are enabled based on where you are in the tree.

For instance, if you have a company node selected, you will have the “Add Company” button enabled to add another company at the same (top) level. You will also have “Add Department” enabled to add a new department for the company you have selected. Adding a new team is always available.

Even though you can view a user from the tree in the Organisation screen you cannot create a new user or delete an existing user. To do that you have to go to the User administration screen. Users can have their details edited on the Organisation screen, but their primary purpose for appearing here is to manage their membership of teams, and their place in the Company / department hierarchy.

A user must belong to a company. They can then optionally belong to one of that companies’ departments, or to any team in the system. They can be a member of multiple teams. So, a user’s company must exist in the system before you can create that user.

Advanced Administration Options
Adding a New Company