Setting Up Your Organizations

 
Account Permissions Needed: Account Administrator

Getting Started

Organizations provide a simple way for Account Administrators to structure your people and projects in Kantata OX. Defining your departments and geographic regions allows you to audit how different areas perform and better control which projects your account members can access.

First, you'll need to determine how to classify organization sets for your Account Members. You can choose to structure your organization based on department, region, or a combination of the two.

After you've established your organizational structure in Settings, you'll be required to associate each member with their designated area(s). When you associate a department or region with an account member, you can give that person access to view and voluntarily add themselves to related projects. You can also give individual members access to multiple departments and regions.

How to Set Up Organizations

1. In the left navigation, hover over Settings, then select Organizations.
2. On the Organizations page, select the Departments orGeographies tabs.
   
3. To add a new department or geography to your structure, click the Sub (“   ”) icon to the right of the All (Whole Company) or All (Global) top-level parent, then enter the name of the department or geography. Your changes save automatically.
   
4. Continue adding to your organization by department and region as necessary, using the Add (“   ”) icon to add an area at the same level or the Sub (“   ”) icon to add an area nested within another department or geography.
   
5. Once you've set up your organization, go to the Account Members page to start assigning your account members to their designated organizations.

How to Edit Organizations

On the Organizations page, an Account Administrator can perform the following actions for departments and geographies:

• Add a department or geography at the same level as another area—Click the Add (“   ”) icon next to the item, then enter a name in the field that appears.
  
• Add a sub-department or sub-geography—Click the Sub (“   ”) icon next to the department or geography you’d like to add it within, then enter a name in the field that appears.
  
• Rename a department or geography—Click the Edit (“   ”) icon and enter the new name.
  
• Delete a department or geography—Click the Remove (“   ”) icon.
  Note: You cannot delete a department or geography if it has an area nested below it or it is currently assigned to a project or person.
  
• Move a department or geography up a level—Select the Drag (“   ”) icon, then drag it above or beneath the department or geography above the current level in the organizational structure.
  

Your changes save automatically as you perform each action.