Administrators can create, edit, or delete organisation units to structure users into manageable groups. This supports clearer reporting, targeted assignments, and easier oversight across departments, teams, or regions.
For example, an administrator creates separate organisation units for Sales, HR, and Operations. Training programmes can then be assigned specifically to each group, and completion reports filtered by department.
To do this, watch the video or follow the relevant steps below.
Create a unit
From the admin dashboard, click Workforce, then click Organisations and Units.
Right of the organisation the new unit will be in, click the three dot menu.
Click +Unit.
Enter a name for the unit.
Enter a unique code to identify the unit.
Select type between Division and Department.
A Division is typically a geographic location, for example, United Kingdom.
A Department typically relates to the function of a unit, such as Operations.
Add an optional identifier as needed.
Add optional location and address as needed.
Click Save.
Edit a unit
From the admin dashboard, click Workforce, and then click Organisations and Units.
Select the relevant organisation unit.
Click the Details tab. Make required changes
Click Save.
Delete a unit
From the admin dashboard, click Workforce, and then click Organisations and Units.
Select the relevant organisation unit.
Click the Details tab.
Click Delete, then click Yes.