Organisational Structure

Manage your organisation's hierarchical structure with teams, departments, areas, and regions.

Understanding Organisational Units

Organisational units allow you to structure your organisation hierarchically:

• Regions: Top-level geographical or organisational groupings
• Areas: Sub-divisions within regions
• Teams: Individual teams or departments
• Custom Types: Create your own unit types as needed

Creating Organisational Units

Manual Creation

1. Go to "Organisational Structure" in the admin menu
2. Click "Add New Unit"
3. Enter unit details:
   • Name (required)
   • Unit type (optional)
   • Parent unit (for hierarchical structure)
   • Description (optional)
4. Save the unit

Bulk Import

Import your organisational structure from CSV or JSON files. See the Import & Export section for details.

Assigning Members

Adding Members to Units

1. Go to the organisational unit
2. Click "Members"
3. Click "Add Member"
4. Select a user by email
5. Choose a role (member, lead, etc.)
6. Save the assignment

Member Roles

• Member: Standard member of the unit
• Lead: Unit leader or manager
• Custom Roles: Create custom roles as needed

Unit Administrators

You can assign unit administrators who have specific permissions for their unit:

• Manage members within their unit
• Manage child units (if permitted)
• View unit-specific information

Hierarchical Structure

Organisational units can be nested to create a hierarchical structure:

North Region
  └── Newcastle Area
      ├── Newcastle Team
      └── Newcastle Admin
  └── Leeds Area
      └── Leeds Team
South Region
  └── London Area
      └── London Team

Importing Structure

You can import your entire organisational structure from CSV or JSON:

• CSV format for simple unit creation
• JSON format for hierarchical structures with members
• Bulk member assignment via CSV

See the Import & Export section for file formats and examples.