Organisation settings is a feature in the Compono suite of products that allows you to manage organisation attributes specific to your organisation.
These attributes are:
- Division - represents how the organisation is structured internally
- Job title - represents the roles available in the organisation and a place within the organisation chart
- Job level - represents categories of authority for the organisation and sets the responsibilities and expectations for a job title
- Location - represents location(s) where the organisation operates
Once these have been set up for the organisation, you are able to assign these as user attributes. This will then enable you to categorise, group and/or filter your users when completing specific tasks across the Compono suite of products.
Please note:
- User profiles will include these organisation attributes under the Employment information section
- These user attributes will be mandatory fields for the Compono Engage product
The remainder of this knowledge article will discuss:
How to manage Division
Division is managed from within the Org structure tab of the Organisation settings. You can create a new division, edit an existing division, delete an existing division, and add a child division under an existing division.
From My account, click on Organisation settings to access the Org structure tab. By default, the Organisation name is shown to represent the root of the Org structure for the organisation
How to add a new division
- To add a new division, click on + New division
- Enter Name and Description
- Click on Save to save the new division or Cancel to revert changes
Please note:
- Division details displayed above the Name field correspond to the immediate parent division of the new division you are creating.
- Name is a required field and should be unique
- Description is an optional field
- You can create up to a maximum of 5 nested divisions
How to edit an existing division
- To edit an existing division, choose Edit from the menu option
- The Edit division modal will appear
- You can make the necessary updates to Name and Description
- Click on Save to save the changes or Cancel to revert changes
Please note:
- Name is a required field and should be unique
How to delete an existing division
- To delete an existing division, choose Delete from the menu options or from the Edit modal
- The “Delete division” confirmation will appear
- Click on Continue to confirm deletion or Cancel to revert changes
Please note:
- You will not be able to delete a division if it has one or more child divisions under it
- You will not be able to delete a division if it is currently assigned to a user
How to add a new child division to an existing division
- To add a new child division under an existing division, choose Add child from the menu option
- The Add child division modal will appear
- Enter Name and Description
- Click on Save to save the new child division or Cancel to revert changes
Please note:
- Division details displayed above the Name field correspond to the immediate parent division of the new child division you are creating
- Name is a required field and should be unique
- Description is an optional field
How to manage Job level
Job level is managed from within the Job level tab of the Organisation settings. You can create a new job level, edit an existing job level, and delete an existing job level.
From My account, click on Organisation settings to access the Job level tab
How to add a new job level
- To add a new job level, click on + New job level
- Enter Name and Description
- Click on Save to save the new job level or Cancel to revert changes
Please note:
- Name is a required field and should be unique
- Description is an optional field
How to edit an existing job level
- To edit an existing job level, choose Edit from the menu options
- The Edit job level modal will appear
- Users can make the necessary updates to Name and Description
- Click on Save to save the changes or Cancel to revert changes
Please note:
- Name is a required field and should be unique
How to delete an existing job level
- To delete an existing job level, choose Delete from the menu options or from the Edit modal
- The “Delete job level” confirmation will appear
- Click on Continue to confirm deletion or Cancel to revert changes
Please note:
- You will not be able to delete a job level if it is currently assigned to one or more job titles
How to manage Job title
Job title is managed from within the Job title tab of the Organisation settings. You can create a new job title, edit an existing job title, and delete an existing job title.
From My account, click on Organisation settings to access the Job title tab
How to add a new job title
- To add a new job level, click on + New job title
- Enter Name, Description and Job level
- Click on Save to save the new job title or Cancel to revert changes
Please note:
- Name is a required field and should be unique
- Job level is a required field and is chosen from a list of job levels associated with the organisation
- Description is an optional field
How to edit an existing job title
- To edit an existing job title, choose Edit from the menu options
- The Edit job title modal will appear
- Users can make the necessary updates to Name, Description and Job level
- Click on Save to save the changes or Cancel to revert changes
Please note:
- Name is a required field and should be unique
- Job level is a required field
How to delete an existing job title
- To delete an existing job title, choose Delete from the menu options or from the Edit modal
- The “Delete job title” confirmation will appear
- Click on Continue to confirm deletion or Cancel to revert changes
Please note:
- You will not be able to delete a job title if the job title is currently assigned to a user
How to manage Location
Location is managed from within the Location tab of the Organisation settings. You can add a new location, edit an existing location, and delete an existing location. You can also mark a location as the Default location for the organisation.
Please note:
- There can only be one location marked as the default location
- The location record marked as Default will be the Location assigned to new users invited into the Organisation
From My account, click on Organisation settings to access the Location tab
How to add a new location
- To add a new location, click on + New location
- Enter Name, Street address, Postcode and City/State/Country
- Users can mark this location as the default by turning on the Mark as default switcher
- Click on Save to save the new job title or Cancel to revert changes
Please note:
- All fields are required fields
- Name should be unique
How to mark an existing location as default
To mark a location as the default, choose Mark as default from the menu options. This action will update the default location to the selected location
How to edit an existing location
- To edit an existing location, choose Edit from the menu options
- The Edit location modal will appear
- You can make the necessary updates to the location fields
- Click on Save to save the changes or Cancel to revert changes
Please note:
- All fields are required fields
- Name should be unique
How to delete an existing location
- To delete an existing location, choose Delete from the menu options or from the Edit modal
- The “Delete location” confirmation will appear
- Click on Continue to confirm deletion or Cancel to revert changes
Please note:
- You will not be able to delete a location if the location is marked as the default location
- You will not be able to delete a location if the location is currently assigned to a user
Comments
0 comments
Article is closed for comments.