OU: How to create and edit units?
- Rica Aicel Mariano
Domain | CS |
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Tool | OU |
User |
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Role |
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Table of Contents
Organizational units (OU) are fundamental structures within the system that serve as the foundation for effective management and operations. They represent distinct organization programs and service units, each with its specific functions, responsibilities, and hierarchy.
Edit Unit
From the Organizational Units OU data browser, Click the
Edit icon beside the Unit Name to be modified.
On the Organizational Units OU Information page modify the information as required (Organizational Unit Information, Contacts, Services Provided, and Members)
When creating or editing a unit under an organization, System Admins can now browse for applicable addresses associated with that organization using a dropdown menu.
Users with permission can click the “X” icon on the dropdown menu to replace the currently selected Unit Admin Contact or Unit Lead Contact.
Once done, Click the Save button. A message box will appear “Would you like to edit more information in this record?” If yes click “YES”. If not, click “NO” and wait for the notification that “The Organization UNIT has been updated successfully.”
Create Unit
From the Organizational Units OU data browser, click the New Unit button.
On the Organizational Units OU Information page, fill out all the information as required (Organizational Unit Information, Contacts, Services Provided, and Members)
Once done, Click the Save button. A message box will appear “Do you want to add another Organization??” If yes click “YES”. If not, click “NO” and wait for the notification that “UNIT was created successfully.”
Add unit member
From the Organizational Units OU data browser, Click the
On the Organizational Units OU Information page under Members choose the contacts to be assigned as a member of the unit and its roles. Once done, click Add new member button.
Users with permission can now view each member’s email addresses and institutions on the unit’s member list. Email addresses are also reflected beside the contact’s name as they are added as members using the dropdown menu.