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Organizations

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What is an Organization?​

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The 'Organization' section is designed to help you systematically structure your company's analytical data. This feature is crucial for establishing a hierarchy that reflects your business's operational framework.

In our portal, organizations allow you to define a logical structure to manage related resources within the Facts customer portal. Users can create multiple organizations, each functioning as an independent entity.

Organizations can be customized to meet the specific needs of various aspects of your business, such as departments or regional offices. Creating a new organization involves simply naming it. You can then populate it with organizational units and further enhance these units by associating relevant devices.

What are Organizational Units?​

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Each organization has an organizational tree. This tree can consist of multiple organizational units, where each organizational unit on its part can consist of zero or more organizational (sub)-units (defined by the children relationship). Organizational Units are akin to branches or teams within your company.

Every organizational unit can also have zero or more devices linked to it. These units help in structuring your organization hierarchically and geographically.

What We Can Do in Organization​

Create Organizations​

In the 'Organization' tab, you have the liberty to craft multiple organizations. Each organization is an independent entity that can be tailored to specific needs of your business segments.

Add Sub-Units​

You can create organizational units within an organization, and these can further have sub-units, allowing you to create a detailed hierarchy that reflects your business operations accurately.

Add Devices​

Devices can be linked to any organizational unit, allowing for efficient management and monitoring of resources within your organizational structure.

Visual Navigation​

Visual navigation offers several views to tailor your navigation experience:

  • Grid View: A straightforward list format for units and devices.
  • Map View: A global perspective of your units' locations on a world map.
  • Floor Plan: For an in-depth indoor view, place devices on a custom floor plan, ensuring granular management.

Creation Process​

Create an Organization​

  1. Log in to Inimco.facts. You will be taken to the Manage Devices screen.
  2. Navigate to Organizations.
  3. Click + on the right-hand side.
  4. Enter the name of the organization into the Name field.
  5. Click Confirm.

Add a Sub-Unit​

  1. Log in to Inimco.facts. You will be taken to the Manage Devices screen.
  2. Navigate to Organizations.
  3. Select the organization to which you want to add a sub-unit.
  4. Click the + icon next to the organization name.
  5. Enter the name of the sub-unit into the Name field.
  6. Optionally, specify the exact location by entering latitude and longitude or use the address search.
  7. Click Confirm.

Edit an Organizational Unit's Name​

  1. Navigate to Organizations.
  2. Click the ellipsis (...) next to the organizational unit you want to rename.
  3. Select Edit name.
  4. Enter the new name into the Name field.
  5. Click Confirm.

Delete an Organizational Unit​

  1. Navigate to Organizations.
  2. Click the ellipsis (...) next to the organizational unit you want to delete.
  3. Select Delete unit.
  4. Confirm deletion.

Add a Device to an Organizational Unit​

  1. Navigate to Organizations.
  2. Select the desired organizational unit.
  3. Click the ellipsis (...) next to the unit name.
  4. Select Add device.
  5. Choose the device from the device field.
  6. Click Confirm.

Visual Navigation​

  1. Navigate to Organizations.
  2. Click the ellipsis (...) next to the organizational unit.
  3. Select Visual navigation.
  4. Choose from the following views:
    • Grid View: Simple list of units and devices.
    • Map: Show positions on a map.
    • Floor Plan: Show positions on a custom floor plan.
  5. Click Save to apply your selected view.

This guide provides a comprehensive overview and step-by-step instructions for creating and managing organizations and organizational units within Inimco.facts.