Working with Organization Charts
4 min
Viewing the Organization Chart
- From the Configuration console, click Configure > Organizational Profile > Org Chart. The application displays an organization tree.
- Expand units within the tree to view the organization hierarchy.
Viewing Organizational Units
- Do one of the following:
- From the Configuration console, click Configure > Organizational Profile > Organizational Units. The application displays an organization tree.
- From the Service Desk console, open the Org Unit workspace.
- Double-click an item from the list to view the details.
Creating an Organizational Unit
- From the Configuration console, click Configure > Organizational Profile > Org Chart. The application displays an organization tree.
- Click Edit Org Units. The Organizational Unit page appears, listing the existing organizational units.
- Click New Organizational Unit. The Organization Unit page appears. The following default tabs appear (results may vary depending on your application setup):
- Details: Continue to the next step.
- Child OUs: Refer to Adding Child Organizational Units.
- Service Agreements: One subscription can be linked to one organizational unit. Refer to Working with Service Level Management.
- Charging Account:
- Fulfillment Item Package: Refer to Working with Fulfillment Item Packages.
- Audit History: Refer to Accessing the Audit History.
- Enter information into the fields.
Field | Description |
|---|---|
Name | A unique name for this unit. |
Parent OU | The parent organizational unit from the tree. |
Owner | The owner of the organizational unit. By default, the application populates this field with the administrator. To allow another role owner to modify this unit (to restructure parent-child relationships), use the drop-down list. |
IT Overhead Allocation | A number representing the percentage of IT overhead. |
Deleted | Removes this organizational unit from the hierarchy. It remains stored in the database. |
- Click Save.
Adding Child Organizational Units
- From the Configuration console, click Configure > Organizational Profile > Org Chart. The application displays an organization tree.
- Click Edit Org Units. The Organizational Unit page appears, listing the existing organizational units.
- Click New Organizational Unit > Child OU.
- Click the link icon
. The application displays the list of organizational units.
- Select an organizational unit from the list.
- Click Add. The application adds the organizational unit to the list of linked organizational units.
- To create a new organizational unit, click New Organization Unit.
- Click Save.
Deleting an Organizational Unit
- From the Configuration console, click Configure > Organizational Profile > Organizational Units.
- Select the organizational unit to remove.
- Click the Delete icon
.