Viewing and searching Organizational 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:

1. Log in to your Organization Admin account.

2. In the main sidebar menu, click on Organizational Units.

3. 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.

A powerful search bar is provided to help you quickly locate a specific OU within a large structure.