You can submit the Company structure with the Branches, Sections, Departments, and Units list, which comprises all the company divisions and allows assigning users to them. The organization structure of a company has the following gradation:
Company → Branch → Section → Department → Unit.
The Locations list allows storing and specifying all the geographical locations used for describing the companies and their organizational structure.
See Administrator Actions to learn more about managing the lists of companies, their organization elements, and locations.
Companies
The Companies list is used to keep information about all organizations your company conducts business with. You can assign a company class representing the type of activity, dependencies, or kind of relationships with your company.
See below how to create new companies and their organizational items.
Create a new company
Role required: admin.
To create a new company, follow the steps below:
- Navigate to Organization → Companies.
- Click New and fill in the form.
- Click Save or Save and Exit to apply the changes.
The company form fields
Field | Mandatory | Description |
|---|---|---|
| Name | Y | Company name. |
| Type | Y | The field specifies the type of organizational structure item with one of the following possible values:
The Type field is automatically filled with the appropriate value when creating any organization element. |
| Class | Y | This field represents a type of activity or relationship with one of the options below:
You can choose one of the possible values from the drop-down list. |
| CEO | N | Name of the Chief Executive Officer. |
| Master Contact | N | Specify the main point of contact for this company. |
| Account Manager | N | Specify the employee who is an account manager of this company. |
| Parent Company | N | Name of the parent company if it is needed to be signed. |
| Location | Y | Specify the company's location with the record from the Locations list. According to the Location record selected, the City, Street, State/Province, Zip/Postal Code, and Phone fields are automatically filled with appropriate values. |
| City | N | A name of the city where this company is located. |
| Street | N | A name of the street of the company location. |
| State/Province | N | A State or Province name of the company location. |
| Zip/Postal Code | N | A zip or postal numeric code of the company. |
| Phone | N | A phone contact number. |
| Notes | N | Enter the additional information. |
| Related Lists | ||
| Branch | N | The list of the company's branches. |
| Section | N | The list of the company's sections. |
| Department | N | The list of the company's departments. |
| Unit | N | The list of the company's units. |
Create a new branch
Role required: admin.
To create a new branch, follow the steps below:
- Navigate to Organization → Branches.
- Click New and fill in the fields.
- Click Save or Save and Exit to apply the changes.
The form fields
Field | Mandatory | Description |
|---|---|---|
| Name | Y | A branch name. |
| Type | Y | The field specifies the type of organizational structure item with one of the following possible values:
The Type field is automatically filled with the appropriate value when creating any organization element. |
| Company | Y | Assign a company from the list. |
| Branch Head | Y | Assign a person in charge from the Users list. |
| Location | Y | Assign a location from the list. |
| City | N | Enter the name of the city where this branch is located. |
| Street | N | Enter the name of the street of the branch location. |
| State/Province | N | Define a State or Province name of the branch location. |
| Zip/Postal Code | N | Define a Zip or Postal Code of the branch. |
| Phone | N | Enter a branch phone contact number. |
| Notes | N | Enter the information notes. |
Create a new section
Role required: admin.
To create a new section, follow the steps below:
- Navigate to Organization → Sections.
Click New and fill in the form.
Click Save or Save and Exit to apply the changes.
The Section record contains all the same form fields as the Branch record (except the Branch Head) along with the additional fields below:
- Branch - specify a parent branch with the record from the list.
- Section Head - assign an Employee from the list as the section head.
| Field | Mandatory | Description |
|---|---|---|
| Name | Y | A section name. |
| Type | Y | The field specifies the type of organizational structure item with one of the following possible values:
The Type field is automatically filled with the appropriate value when creating any organization element. |
| Section Head | Y | Assign a person in charge from the Users list. |
| Company | Y | Assign a company from the list. |
| Branch | N | Assign a brunch from the list. |
| Location | Y | Assign a location from the list. |
| City | N | Enter the name of the city where this section is located. |
| State/Province | N | Define a State or Province name of the section location. |
| Street | N | Define the name of a street where this section is located. |
| Zip/Postal Code | N | Define a Zip or Postal Code of the section. |
| Phone | N | Enter a section phone contact number. |
| Notes | N | Enter the information notes. |
Create a new department
Role required: admin.
To create a new department, follow the steps below:
- Navigate to Organization → Departments.
- Click New and fill in the form.
Click Save or Save and Exit to apply the changes.
The Section record contains all the same form fields as the Branch record (except the Branch Head) along with the additional fields below:
- Branch - specify a parent branch with the record from the list.
- Section - specify a parent section with the record from the list.
- Department Head - assign an Employee from the list as the department head.
| Field | Mandatory | Description |
|---|---|---|
| Name | Y | A department name. |
| Type | Y | The field specifies the type of organizational structure item with one of the following possible values:
The Type field is automatically filled with the appropriate value when creating any organization element. |
| Department Head | Y | Assign a person in charge from the Users list. |
| Company | Y | Assign a company from the list. |
| Branch | N | Assign a brunch from the list. |
| Section | N | Assign a section from the list. |
| Location | Y | Assign a location from the list. |
| City | N | Enter the name of the city where this department is located. |
| State/Province | N | Define a State or Province name of the department location. |
| Street | N | Define the name of a street where this department is located. |
| Zip/Postal Code | N | Define a Zip or Postal Code of the department. |
| Phone | N | Enter a department phone contact number. |
| Notes | N | Enter the information notes. |
Create a new unit
Role required: admin.
To create a new unit, follow the steps below:
- Navigate to Organization → Units.
- Click New and fill in the form.
Click Save or Save and Exit to apply the changes.
The Section record contains all the same form fields as the Branch record (except the Branch Head) along with the additional fields below:
- Branch - specify a parent branch with the record from the list.
- Section - specify a parent section with the record from the list.
- Department - specify a parent department with the record from the list.
- Unit Head - assign an Employee from the list as the unit head.
| Field | Mandatory | Description |
|---|---|---|
| Name | Y | A unit name. |
| Type | Y | The field specifies the type of organizational structure item with one of the following possible values:
The Type field is automatically filled with the appropriate value when creating any organization element. |
| Department Head | Y | Assign a person in charge from the Users list. |
| Company | Y | Assign a company from the list. |
| Branch | N | Assign a brunch from the list. |
| Section | N | Assign a section from the list. |
| Department | N | Assign a department from the list. |
| Location | Y | Assign a location from the list. |
| City | N | Enter the name of the city where this unit is located. |
| State/Province | N | Define a State or Province name of the unit location. |
| Street | N | Define the name of a street where this unit is located. |
| Zip/Postal Code | N | Define a Zip or Postal Code of the unit. |
| Phone | N | Enter a unit phone contact number. |
| Notes | N | Enter the information notes. |
Locations
If some of your company branches or departments are located in various areas, you may use Locations to specify a location to a required company or a department. An administrator can assign a location filling the form fields with an address data (Country, City, etc.).
Create a new location
Role required: admin.
To create a new location, follow the steps below:
- Navigate to Organization → Locations.
- Click New and fill in the form.
- Click Save or Save and Exit to apply the changes.
Location form fields
| Field | Mandatory | Description |
|---|---|---|
| Parent Location | Y | Specify the parent location record. The field is not displayed when the Country option is chosen in Level. |
| Name | Y | Specify the location name. The field is not displayed when the Address or Premise option is chosen in Level. |
| Level | Y | Select the location level. Available options:
By default, the Address level is selected. To add more levels, go to list/org_level and activate existing records, or create a new one. |
| City after Country | N | Select the checkbox to add a federal city. When the checkbox is selected, the Parent Location field is automatically filled in with the Country option. The field appears when the City level is selected in Level. |
| Timezone | Y | Select the timezone of the location.
|
| Street | N | Enter the name of the location street. The field appears when the Address option is selected in Level. |
| Building | N | Enter the number of the location building. The field appears when the Address option is selected in Level. |
| Zip/Postal Code | N | Define a ZIP or postal code of the location. The field appears when the Address option is selected in Level. |
| Office/Premise | Y | Specify the office of premise number. The field appears when the Premise option is selected in Level. |
| Phone | N | Enter the phone number. The field appears when the Premise option is selected in Level. |
To add a custom level of the location, complete the following steps:
- Click
next to the Level field on the Location form. - Fill in the fields and click Save.
Level form fields
| Field | Mandatory | Description |
|---|---|---|
| Location type | Y | Specify the type of the location. |
| Active | N | Select the checkbox to activate the location level. |
| Level | Y | Specify the level number. After the record is saved, the field becomes read-only. |
