Managing Organization[edit]


= Managing Organization =

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

The Organization Management is done with the following three sub-menus under the "Admin" navigation menu on the top:
<div class="image-green-border">[[File:8.0-Org-Menu.png|220px|8.0-Org-Menu.png]]</div> 
== Manage Organization ==

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

=== Viewing the Organization Information ===

'''Click''' the "Manage Organization"&nbsp;sub-menu on the "Admin" navigation menu on the top. The "Organization Details" page opens.
<div class="image-green-border">[[File:8.0-Org-Manage1.png|720px|8.0-Org-Manage1.png]]</div> <div class="image-green-border">&nbsp;</div> 
=== Updating the Organization Information ===

'''Click'''&nbsp;"Edit"''&nbsp;''on the top right in the title bar''.''&nbsp;The "Edit Organization" page opens.

*The “Edit Organization” page has a navigation bar with numbered tabs depicting the workflow of the edit wizard. The tab number is highlighted with the theme color to easily identify your active tab&nbsp;in the wizard workflow. 
*The numbered navigation bar is made sticky to be visible while scrolling the page. 
*&nbsp;You&nbsp;can either click the number on the bar or click “Next” on the sticky action buttons at the bottom of the page to navigate to the desired page in the wizard workflow. 
*The “Update” button appears on the last page, “Verify”, where the user can verify the changes and update the organization details. 
*After updating the details, the user is redirected to the “Organization Details” page displaying the new changes. 
<div class="image-green-border">[[File:8.0-Org-Manage-edit.png|520px|8.0-Org-Manage-edit.png]]</div> 
== Organization Structure ==

An Organization Structure is made up of multiple Organization Units. The structure has a hierarchy of&nbsp;Organization Units with a parent-child relationship.

The Organization is the parent or root node of all Organization Units.&nbsp;

&nbsp;

=== Viewing Organization Structure ===

'''Click''' the "Org Structure"&nbsp;sub-menu on the "Admin" navigation menu on the top. The "Organization Structure" page opens displaying a hierarchical organization structure with a horizontal and vertical scroll.

*Every user is assigned to one Organization Unit (Org Unit) called the user’s primary or default Org Unit. 
*Org Units are like directories or folders in the file system. The user’s primary org unit is the home directory. 
*When a user creates an Agreement, it is by default stored in the user’s primary org unit, however, the user can change the agreement’s storage location, if required. 
<div class="image-green-border">[[File:8.0-Org-Structure.png|720px|8.0-Org-Structure.png]]</div> <div class="image-green-border">&nbsp;</div> 

=== Adding an Organization Unit ===

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

To add an Organization Unit:

1. '''Navigate to&nbsp;'''the "Organization Structure" page.

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

OR&nbsp;

'''Select '''the parent organization unit from anywhere in the hierarchy and then add the new unit under the same.

3.&nbsp;After adding or removing multiple units&nbsp;'''click'''&nbsp;“Save” to save or “Discard” to discard the changes.

For example in the screenshot below we are adding the "Customization" org unit under the "Development" parent unit.
<div class="image-green-border">[[File:8.0-Org-Struct4.png|720px|8.0-Org-Struct4.png]]</div>

=== &nbsp; ===

=== '''Updating the Organization Unit''' ===

You can also edit the organization unit details.

To edit an organization unit:

1. '''Click'''&nbsp;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.
<div class="image-green-border">[[File:Adding org structure Org details window 7.8.PNG|560px|Organization Unit Details]]</div> 
&nbsp;

3. '''Edit&nbsp;'''the information wherever necessary on the ''Details&nbsp;''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&nbsp;on the ''User Administration'' page, The ''Org Group'' page displays the list of existing organization groups.

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

*'''Click''' the ''Select Field'' list under ''Search For''&nbsp;, 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.&nbsp;'''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'''&nbsp;the ''Add to Favorites'' icon&nbsp;to mark the search term as favorite. 
*You can find your marked favorites below the tiles. 

&nbsp;

== 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:
<div class="image-green-border">In ICI, you can use various options given below, including the dynamic search feature, to find the desired organization group.</div> <div class="image-green-border"><br/> [[File:8.0-Org-Group-Index.png|720px|8.0-Org-Group-Index.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><br/> Alternatively, type the keywords in the box provided above the list of organization groups. A list of relevant organization groups is displayed.</div> <div class="image-green-border">&nbsp;</div> 
'''Enhancing your search'''

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

{|
|-
| '''Search Term'''
| '''Result'''
|-
| "..."
| '''Type''' the search term in double quotation marks.<br/> It shows existing organization groups that include the exact search term.
|-
| *...*
| '''Type''' the search term in star characters.<br/> It shows existing organization groups that include the exact search term.
|-
| *...
| Prefix * to the search term.<br/> It shows existing organization groups that end with this term.
|-
| ...*
| Suffix * to the search term.<br/> It shows existing organization groups that start with this term.
|}

'''Viewing the saved search terms'''<br/> View your saved search terms with the following:

*In the "More Views"&nbsp;dropdown, select your saved search, and '''click'''&nbsp;the ''Add to Favourites'' icon&nbsp;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'''''&nbsp;'''on the ''User Administration'' page. The&nbsp;''Org Group'' page opens.

2. '''Click''' ''Create Org Group'''''&nbsp;'''on the ''Org Group'' page. The ''Create Org Group'' page opens.
<div class="image-green-border">[[File:Create Org group 7.8.PNG|360px|RTENOTITLE]]</div> 
3. '''Type&nbsp;'''the name for the organization group that you want to create in the&nbsp;''Name&nbsp;''box.

4. '''Enter&nbsp;'''the description for the organization group in the&nbsp;''Description&nbsp;''box.&nbsp;

4. '''Click&nbsp;'''''Next. ''The''Organization Unit ''tab opens.''&nbsp;''

5. '''Click '''the&nbsp;''Org Unit ''icon''to select an Organization Unit.&nbsp;''
<div class="image-green-border">[[File:Select Org Unit 7.8.PNG|360px|RTENOTITLE]]</div> 
6. '''Select''' appropriate organization unit for which you want to create the organization group.

7.&nbsp;'''Click''' ''Ok''. The selected unit appears in the ''Organization Units'' tab.

8. '''Click''' ''Next'' to open ''Verify'' tab.

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

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'''Related Topics: '''[[Agreement_Management|Agreement Management]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing_Security_Groups]] | [[Application_Settings|Application_Settings]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]]&nbsp;