In This Article
Creating your Organisation Structure
Overview
Traditionally WiredUp contained hardcoded hierarchy levels for Department, Subdepartment and Team. Users could configure their organisation hierarchy using a combination of these categories. The hierarchy created using the combination of these fields was used for several features in WiredUp.
The new Organisational Structure feature released now enables the creation of a full hierarchy in one place and is completely flexible to be set up according to your organisational structure.
The depth of the hierarchy is currently limited to 3 levelsTo edit the organisation hierarchy, your role must be configured with the Manage Organisational Structure permission.Creating your Organisation Structure
To create an organisation hierarchy, navigate to Administration, scroll to General section and click on Organisational Structure. |
Note: the Organisational Structure on the Administration module is only for single-site instances. For multi-site instances, please see this article: Portfolio Configuration
Once selected, the Organisational Structure page is displayed by default. You can select the Organisational Structure page by selecting it from the 3bar menu
Creating your Organisational Structure
To create your organisation hierarchy, begin by first creating a root node and then the required child nodes.
On the left side of the screen, you can view the 1Root and the Child objects in the hierarchy. On the right side of the screen, enter the 2Name of the hierarchy level, 3Owner of the organisational level, as well as the 4Country and/or 5Region associated with the organisational structure level. You can also include the 6Type of the portfolio level, any preferred 7Icon and configure the associated default 8Dashboard of object level (for more information, please see this article: Setting a Default Dashboard : Helpdesk ). In addition, you can input the applicable Parent level (if object is a Child object), the applicable 9Children levels (for parent objects) as well as users that have access to this organisational level (including any users with any Inherited Access). Under the Children section, you can click on + Add to add a new child-level object that will then appear on the hierarchy.
* For information on how access works, see Access: How do WiredUp permissions / access control work?
Remember to save after making changes.