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.

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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.

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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

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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.

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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

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

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1. Open Organizational Units

• Sign in to the Admin Console.
• Navigate to Organizational Units.

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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

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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.

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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

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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