Managing Organizations

Organizations are hierarchical entities that represent companies, departments, or business units. They form a tree structure where organizations can have parent-child relationships.

Organization Structure

Organizations are displayed as a visual tree/graph:

• Graph View: Interactive graph showing organization relationships
• Node Representation: Each organization shown as a node
• Parent-Child Links: Visual connections between parent and child organizations
• Hierarchical Layout: Automatic layout positioning based on relationships

Creating Organizations

Create Root Organization

To create a root (top-level) organization:

1. Navigate to the Organizations page
2. Click the "Add Organization" button (or similar action)
3. Enter the organization name
4. Leave parent organization empty (or select "None")
5. Click "Create" to save

Required: Organization name

Create Child Organization

To create a child organization under a parent:

1. Navigate to the Organizations page
2. Find the parent organization in the graph
3. Click the "Create Child" option from the organization node menu
4. Enter the child organization name
5. Click "Create" to save

Required: Organization name, Parent organization (automatically set)

How it works: The child organization is created with the selected parent organization as its parent. The graph automatically updates to show the new relationship.

Editing Organizations

To edit an organization:

1. Navigate to the Organizations page
2. Find the organization in the graph
3. Click the "Edit" option from the organization node menu
4. The organization name becomes editable
5. Modify the name
6. Click the "Save" icon (checkmark) to save changes
7. Click the "Cancel" icon (X) to discard changes

Note: You can only edit the organization name. Parent-child relationships are managed through creating child organizations.

Viewing Organization Details

To view organization details:

1. Navigate to the Organizations page
2. Find the organization in the graph
3. Click the "Display Details" option from the organization node menu
4. A dialog opens showing:
   • Organization Name: The name of the organization
   • Parent Organization: The parent organization (if any)
   • Is Root: Whether this is a root organization
   • Created At: When the organization was created
   • Updated At: When the organization was last updated
   • Created By: User who created the organization
   • Updated By: User who last updated the organization

Organization Hierarchy

Understanding Hierarchy

Organizations form a tree structure:

• Root Organizations: Top-level organizations without parents
• Child Organizations: Sub-organizations that belong to parent organizations
• Nested Levels: Organizations can have multiple levels of nesting
• Visual Representation: Hierarchy displayed as a graph with nodes and edges

Navigating the Graph

• Zoom: Use zoom controls to zoom in/out
• Pan: Click and drag to pan the graph
• Fit View: Click refresh icon to fit all organizations in view
• Node Interaction: Click nodes to access menu options

Best Practices

Organization Naming

• Clear Names: Use clear, descriptive names for organizations
• Consistent Naming: Use consistent naming conventions across organizations
• Hierarchical Names: Consider including parent context in child names (optional)

Hierarchy Design

• Logical Structure: Organize organizations in a logical hierarchy
• Appropriate Depth: Avoid too many nesting levels (typically 2-4 levels)
• Balanced Structure: Balance the hierarchy to avoid overly deep or wide trees

Organization Management

• Regular Review: Review organization structure periodically
• Cleanup: Remove unused organizations
• Documentation: Document organization structure and purpose

Related Introduction

• Organization Introduction - Overview of organization management
• Managing Users - Learn how to assign users to organizations
• Managing Groups - Understand groups within organizations
• Managing Roles - Learn about roles scoped to organizations