What are organizational units and organizational levels?

Organizational unit

Organizational units are areas of responsibility of users and areas of validity of objects.
Users can see and select for actions only those objects that are within their scope of responsibility (and provided they have the necessary permissions). Objects can be selected only in the same scope.

Example
Correspondence templates for the "Hamburg" area of validity cannot be selected for applications in the "Munich" area of validity.

Organizational level 

Organizational units are arranged hierarchically in a tree structure. This structure extends in depth over so-called organizational levels.

Attention
In our permission system, users can only act downwards or on the same level, ensuring that no one exceeds their competencies. However, elements created in the system inherit permissions in the opposite direction. If a correspondence template is to be selectable in every organizational unit, it must be created globally. The same applies to locations. If a location is to be available everywhere, it must be created at the top/global level.
More information can be found here: View and action permission

Configuration

Open the page Organizational Units or Organizational Levels. Here you can create organizational units, organizational levels or edit both.

Behavior in the system

• Naming
  The first and highest organizational level is often called Global. It contains exactly one organizational unit.
• Number
  You can create any number of additional organizational levels below it. Each organizational level holds any number of organizational units.
• Action permissions
  Organizational units of the same level are isolated from each other in terms of permissions.
• Hierarchy
  Each organizational unit has a directly parent organizational unit, with the exception of the topmost one, which is often called "Global." When assigning a directly parent organizational unit, organizational levels can be skipped.
• Reporting
  Data on organizational units can be evaluated via the Reporting API.

This is how our customers use this

By naming appropriate organizational levels and units, many customers have mapped their company structure. Often, the top level is still called global. Users often understand the implications better this way, and we can provide support a little easier.
How the levels are named depends on the structure.

Examples

• Global, country, location, department
• Global, country, administrative unit, professional group
• Global, country, company
• Group, carrier, educational institution
• Administration, destination, hotel/company

More articles on this topic

• Create organizational units
• Creating organizational levels
• Moving users to another organizational unit
• Adding organizational levels later
• Users' area of responsibility
• View and action permission
• Checklist for renaming/rebranding