Company Structure lets you organize your locations into a hierarchy that reflects how your business actually operates. Once set up, every manager sees only what they're responsible for, receives notifications relevant to their level, and gets reporting scoped to their part of the organization. Whether you have two tiers or five, the structure you define here flows down automatically, so there's no need to configure access and notifications individually for every user.
Getting Started:
Step 1: Add Your Locations Go to Locations > List and add your locations.
Step 2: Set Up Your Company Structure Go to Settings > Company Structure to define your organizational units and assign locations to them.
Adding a location will be similar as before. Simply select New Location. There will be a sidebar appearing from the right to add additional information. What’s new is that there is a field called ‘Organizational Units’ where you will add the location to a specific unit. You can add the location to one or more units.
You will be able to access and filter Organizational units at the left side of the screen.
Next, head to Settings > Company Structure. This is where you'll build out your organizational hierarchy, manage your units, assign users to the right level, and add sub-units beneath them.
Adding Sub-units
Sub-units are the building blocks of your hierarchy. Each unit you create can contain locations, users, and additional sub-units nested beneath it, allowing you to mirror however many tiers your organization actually has.
To add a sub-unit, click + Add Sub-unit from within any existing unit. You'll be prompted to give it a title, select a unit type, and choose its parent unit, which determines where it sits in your hierarchy. Once created, that sub-unit can have its own sub-units added beneath it, and so on down the chain.
For example, a top-level unit like a Division can contain Regions, each Region can contain Districts, and each District can hold the individual locations that belong to it. Users assigned at any level automatically inherit access to everything beneath them.
Assigning Users to Units
Once your units are set up, you can start assigning users to them. Navigate to the Users tab within any unit and click + Add Users. You'll see a list of unassigned users available to assign.
Select one or more users by checking the boxes next to their names, then choose Assign to unit from the Group Actions panel on the right. From there, select the unit you want to assign them to and set their job title, then click Assign.
Assigned users will appear under the Users tab of that unit and will automatically inherit access to all locations and sub-units beneath it.
Assigning Locations to Units
Navigate to the Locations tab within any unit to see which locations are assigned there. Select one or more locations using the checkboxes, then choose an action from the Group Actions panel on the right.
You have two options when reassigning locations to another unit:
- Move location assignments -- removes the locations from their current unit and assigns them to the selected unit.
- Add location assignments -- keeps the locations in their current unit and also assigns them to the selected unit.
This gives you flexibility as your structure evolves, whether you're reorganizing territories, onboarding new sites, or cleaning up assignments after an acquisition.
