Org settings options is available on the top right corner on the home screen under the profile section.

To access the Org setting, follow these steps -

Profile>Org Settings>Org Administration/User administration.

Org Administrations -

Under Org Administration, there are three tabs - Org Details, Departments and Regions. Here admin can add/update all the relevant details about the organisation.

  1. Org Details - Here appears the name of the organisation along with the description and its address.
  2. Departments - Here the user can add/update the departments which are present in the organisation and would be associated with the different projects and tasks in the company. To add a new department, use the add button present on the top. A. Department name - Provide a unique for the department. B. Description - Provide a brief description about the department, its roles and responsibilities in the organisation.

  1. Regions - The user can also specify different regions where different projects could be situated and then further can link teams and departments to specific regions where they are operating.

User Administrations -

Under user administrations there are two tabs - Org users and positions.

Here the admin can add/update all the relevant information about the users in the organisation.

  1. Org users - Here the admin can add new users or can update the information about any existing user. The following information has to be filled while adding a new user - A. Name - The name of the user B. Designation - Their Designation in the organisation. C. Position - Their position in the organisation/Project. D. Request date - This appears by default as per the date any user has sent an add request. E. Joined Date - The date the user has joined the organisation or Project. F. Status changed by - The name of the admin who has updated the information of the user. Also there appears Join request in case any new user has joined the organisation and raised a request. The admin can Accept/Reject the request under the Join request tab.

  2. Positions - Here the admin can the positions for different post holders as per the hierarchy in the organisation. To add a new positions -

    A- Position ID - the admin has to provide a unique ID for the position which shall be further used in the projects and elsewhere. For Example - XYZ. B- Position name - The name of the position in the organisation. For Example - Quality Manager. C- Held by User - Here, the admin will have to select a user from the drop-down List. Only the names of existing users will appear in this list. D- Description - A brief description about the roles and responsibilities of the position in the organisation.

Subpages

Org Details

Departments

Org Users