Managing Organizational Units

Companies are often organized in matrix form. Typically, there are project-specific structures and also corporate structures, such as development departments, sales departments, and so on. Allegra allows system administrators and system managers to create a hierarchical organizational structure and assign it to organizational units.

You can add as many organizational units as you want. You can also use the organizational unit as a combination of company and organizational unit, if you want to manage users from other companies as well. Users can only belong to one organizational unit at a time.

In the personal profile of the user, you can define them as the head of an organizational unit. This has a direct effect on authorizations in resource planning.

Add organizations

To add organizational units, go to Administration > Users > Organizational Units. On the screen that appears, you will see on the left the organizational units that already exist in the system. Click on the “Add Organization” button in the toolbar. Enter the name of the organization and save.

Unlike groups, organizational units can be arranged hierarchically.

Change organization name

The name of the organizational unit appears in the edit property on the left, just above the “Add” button. You can change the name in the edit property. Then you click on the “Edit” button. The name of the organizational unit will change in the selection list.

Move members

To move users to another organizational unit, go to Administration > Users and Groups > Organizational Units. In the Navigator, drag and drop the corresponding users to the new organizational unit.

Delete organizations

To delete organizational units, go to Administration > Users > Organizational Units. In order for the organization to be deleted, it must no longer have any members assigned to it.

To delete the organizational unit, click the “Delete” button on the left. The organizational unit is permanently removed from the system.