Operations with Organisation Units

This section describes all operations that a Host user can perform with Organisation Units.

Create an Organisation Unit

1. Click the hamburger menu in the top-left corner.
2. Select Administration > Organisation Units.
3. Click Add Root Unit.
4. Enter a name for the new Organisation unit into the Name field.
5. Click Save.

Add a member to an Organisation Unit

1. Click the hamburger menu in the top-left corner.
2. Select Administration > Organisation Units.
3. Select the Organisation unit to add a member to.
4. Click Add Member.
5. Select users to assign as members to this Organisation unit.
6. Click Save.

Delete a Member from an Organisation Unit

1. Click the hamburger menu in the top-left corner.
2. Select Administration > Organisation Units.
3. Select the Organisation unit to delete a member from.
4. Click X next to the member you want to delete.
5. Confirm deletion.

Add a Role to an Organisation Unit

1. Click the hamburger menu in the top-left corner.
2. Select Administration > Organisation Units.
3. Select the Organisation unit to add a role to.
4. Click Add Role.
5. Select roles to assign to this Organisation unit.
6. Click Save.

Delete a Role from an Organisation Unit

1. Click the hamburger menu in the top-left corner.
2. Select Administration > Organisation Units.
3. Select the Organisation unit to delete a role from.
4. Click X next to the role you want to delete.
5. Confirm deletion.

Edit an Organisation Unit

1. Click the hamburger menu in the top-left corner.
2. Select Administration > Organisation Units.
3. Select the Organisation unit you want to edit.
4. Right-click and select Edit.
5. Enter the new name for the Organisation unit into the Name field.
6. Click Save.

Delete an Organisation Unit

1. Click the hamburger menu in the top-left corner.
2. Select Administration > Organisation Units.
3. Select the Organisation unit you want to delete.
4. Right-click and select Delete.
5. Confirm deletion.

Add a Sub-Unit to an Organisation Unit

1. Click the hamburger menu in the top-left corner.
2. Select Administration > Organisation Units.
3. Select the Organisation unit you want to add a sub-unit to.
4. Right-click and select Add Sub-Unit.
5. Enter a name for the new sub-unit into the Name field.
6. Click Save.