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You can submit the company structure the Company structure with the BranchsBranches, Sections, Departments Departments, and Units listUnits list, which comprises all the company divisions the company divisions and allows assigning users to them.The The organization structure of a Company company has the following gradation (): Organization → Branch → Section → Department → Unit:

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.

Info
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 the activity, dependencies, or kind of relationships with your company.

See below how to create new companies and their organizational items.

Create a new company

Tip
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

field

fields

Field	Mandatory	Description
Name	Y	Company name.
Type	Y	The field specifies the type of

the organization

organizational structure item with one of the following possible values:

Company

;

Branch

;

Section

;

Department

;

Unit.

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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:

None

;

Internal

;

Customer

;

Vendor

;

Manufacturer

;

Service Provider

;

Service Partner. 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

Parent company

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

Choose one of the possible values

Y

Specify the company's location with the record from the Locations list.

Info
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

Tip
Role required: admin.

To create a new branch, follow the steps below:

Navigate to Organization → Branches

To manage the Branch records, go to the Organization → Branches menu.

.
Click New and fill in the fields.
Click Save or Save and Exit to apply the changes.

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form_fields
form_fields
The form fields

Field	Mandatory

Field

	Description
Name	Y	A

department

branch name.

Type

A type of a company's division.

Y

The field specifies the type of organizational structure item with one of the following possible values:

Company
Branch
Section
Department
Unit.

Info
The Type field is automatically filled with the appropriate value when creating any organization element.

Company

Y

Company

	Assign a company from the list.
Branch

head

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

branch is located.
Street	N	Enter the name of the street of

a Branch

the branch location.
State/Province	N	Define a State or Province name of

a Branch

the branch location.
Zip/Postal Code	N	Define a Zip or Postal Code of

a Branch

the branch.
Phone	N	Enter a

Branch

branch phone contact number.
Notes	N	Enter the information notes.

Create a new section

Tip
Role required: admin.

To create a new section, follow the steps below:

Navigate to Organization → Sections

To manage the Section records, go to the Organization → Sections menu.

.
Click New and fill in the form.
Click Save or Save and Exit to apply the changes.
Info
The Section record contains all the same form fields as

the Branch record and the field of the parent Branch name.

Departments

To manage the Departments records, go to the Organization → Departments menu.

The Department record contains all the same fields as the Branch record and the fields of the parent Branch and Section names.

Units

To manage the Unit records, go to the Organization → Units menu.

The Unit record contains all the same fields as the Branch record and the fields of the parent Branch, Section, and Department names

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:

Company
Branch
Section
Department
Unit.

Info
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

Tip
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.

Info

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:

Company
Branch
Section
Department
Unit.

Info
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

Tip
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.

Info

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:

Company
Branch
Section
Department
Unit.

Info
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.), specifying the geographic coordinates and designating a contact person from the Users list.

Create a new location

Tip
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.

The

Location form fields

Field

Mandatory

Description

Parent Location

Y

Specify the parent location record.

Info
The field is not displayed when the Country option is chosen in Level.

Name

Y

Specify the location name.

Info
The field is not displayed when the Address or Premise option is chosen in Level.

Level

Y

Select the location level. Available options:

Country
Region
City
Address
Premise

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.

Info
The field appears when the City level is selected in Level.

Timezone

Y

Select the timezone of the location.

Info
The field is automatically filled in and is read-only when the Rural Settlement, Address or Premise option is selected in Level. The field is not displayed when the Country option is chosen in Level.

Street

N

Enter the name of the location street.

Info
The field appears when the Address option is selected in Level.

Building

N

Enter the number of the location building.

Info
The field appears when the Address option is selected in Level.

City

Zip/Postal Code

CountryContactPhoneFax PhoneParentLatitudeSpecify the geographical coordinate data of a location created.

N

Define a ZIP or postal code of the location.

Info
The field appears when the Address option is selected in Level.

Office/Premise

Y

Specify the office of premise number.

Info
The field appears when the Premise option is selected in Level.

Phone

N

Enter the phone number.

Info
The field appears when the Premise option is selected in Level.

To add a custom level of the location, complete the following steps:

Anchor

	level
	level

Click Image Added 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.

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Table of Contents

maxLevel	3


class	fixedPosition

Page tree

Versions Compared

Old Version 5

New Version Current

Key

Companies

Create a new company

The company form

fields

Create a new branch

Anchor
form_fields
form_fields
The form fields

Create a new section

Departments

Units

Create a new department

Create a new unit

Locations

Create a new location

Page tree

Page History

Versions Compared

Old Version 5

New Version Current

Key

Companies

Create a new company

The company form

fields

Create a new branch

Anchorform_fieldsform_fieldsThe form fields

Create a new section

Departments

Units

Create a new department

Create a new unit

Locations

Create a new location

Anchor
form_fields
form_fields
The form fields