Organizational Units (OUs)

Scope

This document explains how Custom Organizational Units (Org Units) are used to define and manage a hierarchical organizational structure within a Business Organization.

Org Units are optional and intended for administrative organization, policy application, and delegation, not direct permission control.

I am new. Where should I start?

If you are new to Organizational Units:

  • Start with the default root Org Unit

  • Only create additional Org Units if your organization has multiple departments, teams, or business functions

  • Use Org Units to structure users and policies, not to replace roles

Small organizations may not need Org Units at all.

Purpose

Organizational Units help organizations:

  • Model real-world hierarchies (for example: Company → Department → Team)

  • Group users logically without relying only on roles

  • Apply security policies at different organizational levels

  • Delegate administrative responsibilities more granularly

When should I use Organizational Units?

Organizational Units are useful when:

  • Your organization has multiple departments or teams

  • Different groups require different security or access policies

  • Administrative control needs to be separated by business function

  • You want policy inheritance based on organizational structure

Note Using Organizational Units is optional. Small or simple organizations may operate effectively without them.

Prerequisites

Before creating Organizational Units, ensure that:

  • You have administrative access to the organization

  • You understand your organization’s internal structure

  • A root or parent Organizational Unit already exists

I already understand. How do I proceed step by step?

1. Open Organizational Units

2. Create a New Organizational Unit

  • Click Create Org Unit

  • Enter an Org Unit name (required)

  • Optionally, enter a Description to explain the unit’s purpose

  • Select a Parent Organizational Unit

UI highlight:

  • Org Unit name field

  • Parent Org Unit selector

3. Define the Parent–Child Relationship

  • In the Select Parent Org Unit section, search for an existing unit

  • Select the appropriate parent to define the hierarchy

  • Confirm the selection

Note Every Organizational Unit must have a parent, except the root unit.

4. Create the Organizational Unit

  • Review the Org Unit name, description, and parent

  • Click Create Org Unit to save

After creation:

  • The Org Unit appears in the organizational hierarchy

  • Inherited policies are applied automatically

5. Manage Users and Policies (Optional)

After creating an Organizational Unit, administrators can:

  • Assign users to the Org Unit

  • Apply security policies at the Org Unit level

  • Delegate administrative roles scoped to that Org Unit

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