Managing organizational units

sysman sysadmin

Companies are often organized in a matrix form. Typically, there are project-specific structures, and there are company-related structures such as development departments, sales departments, and so on. Allegra allows system administrators and system managers to create a hierarchical organizational structure and assign it to organizational units.

You can add as many organizational units as you want. You can also use the organizational unit as a combination of company and organizational unit if you also want to manage users from other companies. Users can always belong to only one organizational unit.

In the personal profile of the users, they can be defined as the head of an organizational unit. This has an impact on permissions in resource planning.

Adding organizations

To add organizational units, go to Administration > Users > Organizational Units.

On the displayed screen, you will see the organizational units already present in the system on the left side. Click on the “Add organization” button in the toolbar. Enter the name of the organization and save it.

Unlike groups, organizational units can be arranged hierarchically.

Adding members

On the right side, the list of users assigned to this organizational unit appears. The name of the organizational unit appears in the edit property on the left side directly above the “Add” button.

You can now change the name in the edit property. Then click on the “Edit” button. The name of the organizational unit changes in the dropdown list.

Moving members

To move the users to another organizational unit, go to Administration > Users and Groups > Organizational Units. In the navigator, you now individually drag the corresponding users to the new organizational unit.

Deleting organizations

To delete organizational units, go to Administration > Users > Organizational Units. In order for the organization to be deleted, no members may be assigned to it anymore.

To delete the organizational unit, click on the “Delete” button on the left side. The organizational unit will be permanently removed from the system.