Revision as of 19:36, 27 November 2021

Managing Organization

As an Administrator, you can manage the organization's information and the organization's structure having organization units and groups.

The Organization Management is done with the following three sub-menus under the "Admin" navigation menu on the top:

Manage Organization

In the "Manage Organization" sub-menu you can view and update your organization information.

Viewing the Organization Information

Click the "Manage Organization" sub-menu on the "Admin" navigation menu on the top. The "Organization Details" page opens.

Updating the Organization Information

Click "Edit" on the top right in the title bar. The "Edit Organization" page opens.

Organization Structure

Adding an Organization Unit

In ICI, you can create a new Organization Unit or add a sub-unit to the parent Organization unit.

To add an Organization Unit:

1. Click the Org Structure tile on the User Administration page. The Organization Structure page opens.

2. Type the name of the Organization Unit you want to add to the main branch. For example, HR and then click the Add Org Unit button. The Org Unit is added under the main branch. You can now drag and drop it under any sub branch as per your business requirements. 

You can also edit the organization unit details.

To edit an organization unit:

1. Click the organization unit that you want to edit. The Organization unit details window appears..

2. Edit the Org Unit Name and Description, if required, and then click Save to save the modifications.

3. Edit the information wherever necessary on the Details tab.

4. Click Next to open Verify tab.

5. Verify the information you have edited, and choose one of the following:

• Click Previous to go back and make changes to the information entered.
• Click Update to update (that is save) the information you entered or edited.
• To know the details of the organization groups.
• To edit an organization groups.

6. Click the Org Groups tile on the User Administration page, The Org Group page displays the list of existing organization groups.

 7. Search for a specific organization group by using any of the following options:

• Click the Select Field list under Search For , and then select appropriate item. Search results relevant to the item are displayed with a number in the bracket. The number denotes the number of organization groups that meet the search criteria. Select the box to select the specific item. A list of organization groups relevant to the item is displayed.
• To narrow your search further, type relevant keyword in the Custom Keyword box, and click Apply.
• In the More Searches box, select your saved search, and click the Add to Favorites icon to mark the search term as favorite.
• You can find your marked favorites below the tiles.

Organization Group

Searching an Organization Group

In ICI, you can search organization groups for multiple reasons such as:

You use multiple parameters to search an organization groups

To search an Organization Group:

Enhancing your search

You can further narrow your search by using any of the following methods:

Viewing the saved search terms
View your saved search terms with the following:

• In the "More Views" dropdown, select your saved search, and click the Add to Favourites icon to mark the search term as favorite.
• You can find your marked favorites below the tiles.

Creating an Organization Group

You can group various organization units and create an organization group. You can assign these organization groups to the users so that they can become a part of the group. The users in a particular organization group can have access to the information in various units based on their hierarchy.

To create an organization group:

1. Click Org Groups on the User Administration page. The Org Group page opens.

2. Click Create Org Group on the Org Group page. The Create Org Group page opens.

3. Type the name for the organization group that you want to create in the Name box.

4. Enter the description for the organization group in the Description box. 

4. Click Next. TheOrganization Unit tab opens. 

5. Click the Org Unit iconto select an Organization Unit. 

6. Select appropriate organization unit for which you want to create the organization group.

7. Click Ok. The selected unit appears in the Organization Units tab.

8. Click Next to open Verify tab.

9. Verify the details you entered and click Save. The organization group that you just created appears on the Organization Group page. 

Related Topics: Agreement Management | Managing Users | Managing User Groups | Managing_Security_Groups | Application_Settings | Notification Settings | Currencies | Reasons | Deleting an Agreement | Search Sync | Legacy Upload