Summary

Organisational Units enable devolved administration of Asset Bank groups and users.

The super user creates Organisational Units (Org Units) and adds one or more administrative users to each. These Org Unit administrators can then manage the set-up of folders, users and groups inside their own Org Unit.

Folders are used to manage access to items. Each Org Unit has one root folder. If required, sub-folders may be added.

In general, Org Units are self-contained "departments" - so users within different Org Units will have access to different sets of items.

Enabling Organisational Units functionality

To enable Organisational Units please contact our Customer Support Team.

Creating Organisational Units

When you add an Org Unit, the following are created as part of it:

• A folder with the name you give
• An admin group, with full permissions on the new folder and the right to manage users
• A standard user group, with view-only permissions on the new folder.

You must add at least one user to the admin group (Users menu item), so that you can devolve responsibility for the unit to them. Further users may be added by them or by yourself.

In addition, the following setup actions can be done by yourself or by Org Unit admins, as required:

• Add sublevels to the folder
• Add further groups
• Set permissions for the groups in the organisational unit.

Removing organisational units

When you delete an Org Unit, the folders, groups and users within will also be deleted. Any users and items within will not be deleted but will be orphaned. So before deleting an Org Unit, first:

• Delete all users in the Org Unit or move them to different groups
• Delete all items in the Org Unit or move them to different folders.

Managing your Organisational Unit(s)

Usually you will have one Org Unit to manage, although there may be more than one. You can manage an Org Unit in the following ways:

• Change the name (and the name of the corresponding folder)
• Add sublevels to the root folder if required
• Manage the groups within your Org Unit (Groups menu item).
• Approve users wanting to join your Org Unit (Approve Users menu item).
• Manage the users within your Org Unit (Users menu item).
• View details of the Org Unit (the admin users, normal users and outstanding acknowledgements) (from the Admin > Org Units page)
• Update the content for the Org Unit extra content page. This extra content page is shown in the left-hand menu for all Org Unit users if content has been provided for the page. You can edit both the content of the page itself and the text that is used for the left hand menu item (from the Admin > Org Units page)