Create & manage Organization Units
1. Introduction
The Organizational Units page is your central hub for managing your organization's hierarchy. This guide explains how to navigate this page, understand the information presented, and find specific OUs using the search function.
2. Accessing the feature
To begin managing your organizational structure, you will first need to navigate to the feature:
Log in to your Organization Admin account.
In the main sidebar menu, click on Organizational Units.
This will open the main management page, displaying your complete OU hierarchy.
3. Understanding the interface
The OU tree structure
Your OUs are displayed in a tree structure, which shows the parent-child relationships between units.
You can click the arrows next to an OU name to expand or collapse it, showing or hiding its child OUs.
The system supports a hierarchy of up to four levels deep, not including the top-level Root OU.
Information columns
For each OU in the tree, the following columns provide at-a-glance information:
Name: The name of the organizational unit.
Note: If a name is very long, it will be truncated (e.g., "Finance Department - South East…"). You can hover your mouse over the name to see the full name.
Members: This column displays the total number of members assigned to that specific OU.
Created date: The date the OU was originally created.
Last updated: The date the OU's details were last modified.
Description: A brief description of the OU.
Note: If no description was provided, this column will display a dash (
-).
Action: This column provides quick-access buttons to perform key actions for that OU, such as Create (a child OU), Move, or Delete.
4. Searching for an Organizational Unit
A powerful search bar is provided to help you quickly locate a specific OU within a large structure.
You can search for any OU by its Name.
As you type, the tree will filter to show only the OUs that match your search query.
If your search does not match any OU names, the system will display a clear message stating, "No organizational units found".
📖 User guide: Creating a new Organizational Unit
1. Introduction
This feature allows you to build out your organization's hierarchy by adding new Organizational Units (OUs). You can create a new OU under the Root or as a child of any existing OU.
2. How to create an Organizational Unit
There are two primary ways to begin creating a new OU:
Global Create button: From the main "Organizational Units" page, click the main Create Unit button. This will open the creation form.
In-Line action: Hover your mouse over any existing OU row in the tree. An icon to create a new unit will appear. Clicking this will also open the form, and it will automatically pre-select the OU you hovered over as the parent.
3. The "Create Unit" form
When you initiate creation, a modal form will appear. You must fill in the following fields:
Name: (required) The name for your new OU.
Description: (optional) A brief description of the OU's purpose (e.g., "Manages all sales staff for the West Coast").
Parent organizational unit: (required) This field is used to select where the new OU will live in the hierarchy.
If you used the in-line action (Method 2), this field will default to the parent OU you selected.
4. Important rules and validation
Before you can save, the system will check the following rules:
Policy inheritance: This is a crucial concept. When you create a new OU, it automatically inherits all settings and policies from its parent OU.
Name validation:
Unique name: The OU Name must be unique under its direct parent. If you try to create an "HR" OU under a parent that already has an "HR" OU, the system will show an error: “Organizational Unit name already exists”.
Invalid characters: The name cannot contain the forward-slash (
/) character. If you use this character, you will see an error: “Unsupported character “/””.Length: The name must be 50 characters or less.
5. Completing the process
After filling in the details and clicking Create, the system validates the information.
If valid, the new OU is created and will immediately appear in the OU tree in its correct position.
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