Set up your organisation structure

Model your organisation as a strict five-level tree — organisation, then entity, branch, department and position — so every record and access grant across the platform can be scoped to the right level.

Before you start

• You need the settings.manage capability (or an equivalent administration role) at the level you are working in.
• Have your legal companies, their locations, and the departments and seats within them mapped out before you begin.
• Remember that codes are enforced unique only within their parent, so the same code can safely recur under a different entity or branch.

Steps

Create the organisation

1. Open Admin Setup → Organisation and create the organisation — this is your tenant, the top of the tree.
2. Enter the Name (required) and a unique Slug (required).
3. Choose a Status (required): draft, active, inactive or archived.
4. Optionally add a Legal name, an External reference and a Description. Save.

   [screenshot: Create organisation]

Add an entity

1. Beneath the organisation, add an Entity — a legal company within it.
2. Enter the Name (required) and a Code (required, unique within the organisation).
3. Choose a Status (required). Optionally add a Legal name, a Registration number and a Description. Save.

Add a branch

1. Within an entity, add a Branch — a physical or operational location.
2. Enter the Name (required) and a Code (required, unique within the entity).
3. Choose a Status (required). Optionally add a Description and mark it Is primary to flag the head location. Save.

Add a department

1. Within a branch, add a Department.
2. Enter the Name (required) and a Code (required, unique within the branch).
3. Choose a Status (required). Optionally add a Description and a Parent department (within the same branch) to nest departments into a tree. Save.

Add a position

1. Within a department, add a Position — a named seat.
2. Enter the Title (required) and a Code (required, unique within the department).
3. Choose a Status (required). Optionally add a Description, a Reports to position (anywhere in the same organisation) and a Job profile the seat represents. Save.

   [screenshot: Position with reporting line]

Result

Your organisation hierarchy is in place. These same five levels scope every record and every access grant across the platform, and each change is written to the audit trail.

Related

• Admin Setup reference
• Create roles and permissions
• Assign roles to your team