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Organization
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| | You can categorize your users by organization. Each user can belong to a specific department of a specific organization. This will ultimately help streamline your process participants when your user list starts to grow. |
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To manage your organization, click on Setup Organization Chart in the Setup Users menu.
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Figure 1: Setup Users - Setup Organization Chart
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- A Department belongs to only one Organization if both the ID and Name is the same.
- A Department may contain sub-departments.
- A user can only be tied to one or more department.
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Figure 12: Department listing in an Organization
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Grade is another useful attribute to distinguish/assign to user. - A grade belongs to only one organization.
- A user can only be tied to one grade.
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Figure 13: Grade listing under an Organization
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