Working with Organization Charts
4 min
viewing the organization chart docid\ dp6axypcr0bnk8cla2dkeviewing organizational units docid\ dp6axypcr0bnk8cla2dkecreating an organizational unit docid\ dp6axypcr0bnk8cla2dkeadding child organizational units docid\ dp6axypcr0bnk8cla2dkedeleting an organizational unit docid\ dp6axypcr0bnk8cla2dke 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 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 docid\ dp6axypcr0bnk8cla2dke service agreements one subscription can be linked to one organizational unit refer to working with service level management docid\ atk9xl7ijmeolbv6dobz4 charging account fulfillment item package refer to working with fulfillment item packages docid 8u fpkgxbls4t1hwxmorm audit history refer to accessing the audit history docid\ suej5xmlyduoz68lbfgae 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
