Organisations

The units in the project each person belongs to, and the manager who sees those people in their dashboard.

Organisations screen with the Excel buttons, the filters and the list of organisations with their manager, number of users, status and creation date

What it is for#

This is where you define the units of your company that each person in the project belongs to (regions, departments, areas) and who manages each one. That is exactly what an organisation decides: whoever is listed as its manager sees that organisation's people in their dashboard.

Organisations are what you pick in the Structure field of each person's profile, in Users, and they are also used to target content and reports.

Where it is: Manage › Users › Organisations.

What you see#

ElementWhat it shows
Download ExcelDownloads the list of organisations as an Excel file. It is the starting point for editing them in bulk.
Upload ExcelOpens the upload of an Excel file with changes (see Upload Excel below).
Add organisationOpens a blank form to create an organisation.
Search…Filters the list as you type.
No manager / With managerShows only the organisations without a manager, or only those with one.
Manager: allDrop-down to see only one manager's organisations.
Active / InactiveShows only active or only inactive organisations.
OrganisationName and, underneath, the site code.
ManagerThe person who sees these people in their dashboard.
Number of usersHow many people belong to it. Clicking the number opens the list of those people.
StatusActive or Inactive.
CreatedThe date it was created.
EditOpens the organisation's form.

People in an organisation#

Clicking the number in the Number of users column opens Users in followed by the organisation's name.

Users in Zona Norte window with the total number of people, the status filter and the list with ID, name, internal ID and status

At the top you see the total, how many are active and how many inactive. The Status drop-down (All, Active, Inactive) filters the list, which shows each person's ID, Name, Internal ID and Status. It is read-only: to move someone to another organisation, edit their profile in Users.

Settings#

An organisation's form is the same to create it (New organisation) and to edit it (Edit organisation).

Edit organisation form with name, site code, manager and the Organisation active tick box
FieldWhat it doesValues
Organisation nameWhat your company calls it. It is what the manager sees in their dashboard and what gets picked in each person's profile.Text. Required.
Site codeYour company's own code. It repeats on purpose when several organisations hang off the same site.Free text.
ManagerWho sees this organisation's people in their dashboard. With no manager, those people do not show up in anybody's dashboard, and the form warns you in yellow.One of the company's active users, or — unassigned —. Default: — unassigned —.
Organisation activeInactive organisations stay in the list, but are not offered when assigning people.Tick box. Ticked by default.

Upload Excel#

Upload Excel: organisations window with the instructions and the file picker
FieldWhat it doesValues
FileThe Excel file with the organisations. Rows with an ID are edited, rows without an ID are created, and organisations missing from the file are left alone. To deactivate one, set Active = No. Before saving you see what will change in each row..xlsx, .xls or .csv file.

How to#

Create an organisation#

  1. 1

    Open a blank form

    Click Add organisation.

  2. 2

    Name it and give it a code

    Type the Organisation name as your company uses it and, if you have one, the Site code.

  3. 3

    Assign the manager

    Pick the person under Manager. If you leave it unassigned, this organisation's people will not show up in anybody's dashboard.

  4. 4

    Save

    Click Save. It can now be picked in each person's profile.

Edit many organisations at once#

  1. 1

    Download the Excel file

    Click Download Excel.

  2. 2

    Edit it

    Change the rows you need and add rows without an ID for new ones. To deactivate an organisation, set Active = No.

  3. 3

    Upload it

    Click Upload Excel and pick the file.

  4. 4

    Check and save

    Review what will change in each row before saving.

Deactivate an organisation#

  1. 1

    Open its form

    Click Edit on its row.

  2. 2

    Switch it off

    Untick Organisation active and click Save. It stays in the list under the Inactive filter, but is no longer offered when assigning people.

Things to know#

  • An organisation with no manager leaves its people out of every dashboard. Use the No manager filter to find them.
  • The manager drop-down only lists active people. If you cannot find someone, check in Users that they can sign in.
  • In the Excel file, a row that is not in the file is not deleted. To remove an organisation, make it inactive.

Related#