Managing organizational units

Managing organizational units#

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Companies are often organized in a matrix structure: there are project-specific and company-wide structures such as development or sales departments. Allegra lets administrators and managers build a hierarchical organizational structure and assign users to the units.

You create any number of organizational units. Optionally, you use them as a combination of company and organizational unit, so you can also manage users from other companies. A user always belongs to only one organizational unit.

In the user profile, you define the head of an organizational unit. This affects the permissions in resource planning.

Attention

To save space, Allegra occasionally uses the term “Organization” instead of “Organizational unit”.

Adding organizations#

Under Administration > Users & groups > Organizations you see the existing organizational units on the left. Click Add, enter the name, and save.

Unlike groups, organizational units can be structured hierarchically.

Adding members#

On the right, you see the users of the selected organizational unit. The name is shown in the edit field on the left side.

You can change the name and click Edit — the list applies the change immediately.

Moving members#

Under Administration > Users & groups > Organizations you drag users individually into another organizational unit.

Deleting organizations#

  1. Go to Administration > Users & groups > Organizations.

  2. Make sure the organizational unit is empty (no members).

  3. Click Delete. The organizational unit is permanently removed.

Differences between group and organization#

  • A user can belong to several groups, but to only one organizational unit.

  • Groups can be used anywhere in place of individuals.

  • Only organizational units can be structured hierarchically.

Groups are well suited to bundling users with shared characteristics: project teams, skill groups, task teams (such as a help desk), or a shared work location.

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