Apply an Organization to Account Members

Overview

When using Kantata's Organizations functionality, your account members will need to be associated with a corresponding department and geography.

How to Apply an Organization to Account Members

1. In the left navigation, hover over Settings, then select Members.
2. Click on a name from the Account Member list to open the Account Member side panel.
3. Click on the Organizations tab.
4. Select the department(s) and region(s) you would like this member to access. They can access every Department or Geography going up the hierarchy from their current selection, but can not see across or down or unless the checkbox for that department or has been specifically selected. This way, you can easily create projects that only your department(s) can see, preventing information overload for those who don’t want—or need—to see everything.
   
5. If available, indicate the account member’s primary organization.
   
   
   Note: The primary organization option may not be available if Organizations was enabled for your account prior to July 6, 2020. If you’d like to enable this feature, contact Customer Success.

Time Approvals and Organizations

To approve time when using Kantata's Organizations functionality, a manager must have the same (or broader) organizational access to the project where time was logged.

For more information, see our Designate Time Approvals article.