Add an organizational unit

Organization is found under Company Setup.

Similar to aspects, org.units are organized in a tree structure, starting from the top and working downwards.

Org.units can be used to cluster other units.
For example, the units Europe and United States are not used for reporting. Instead, they cluster the European and U.S. org.units respectively.

An unlimited number of org.units and levels can be created. Organizational clustering allows the filtering of data for Analytics.

Example of an organizational structure

Follow these steps to add an org.unit to the structure.

Step 1: Click “+” on a unit to add a new unit under it.

Plus icon for adding a new unit

Step 2: Add information such as:

• Name - The name of the unit as referred to within the organization. This can be changed if necessary. This field is mandatory.
• Description - A description can be useful if the name is not self-explanatory.
• Supervisor - The responsible person for reporting data for this unit.
• Collaborators - Users who should help with data reporting (if applicable)
• Tags - Add one or several tags. Tags are used to pull in data in visualizations and exports. (if applicable)
• Region - Geographical location (if applicable)
• PrettyID - The system ID for the unit. This can be used as an advanced way to bring in data for visualizations. This field cannot be changed.

Step 3: Save the unit by clicking “Create organizational unit” or “Create organizational unit and add another one”.