Basic Settings
Organizational Units
Manage the organisational hierarchy — create, edit, and manage units with approval levels
Navigate to Settings → Organizational Units to manage your company's hierarchy.
Overview
Organizational Units (OUs) represent departments or groups within your company. Each OU contains one or more levels — named groups of users used in approval workflows.
A typical setup looks like:
- Finance Department
- Level: Management (users: CFO, Finance Director)
- Level: Accountants (users: Accountant 1, Accountant 2)
- Operations
- Level: Procurement (users: Procurement Officer)
OUs are used to:
- Scope approval workflows to specific departments
- Assign responsibility for documents
Creating an Organizational Unit
- Click + Create.
- Fill in:
| Field | Description |
|---|---|
| Name | Display name of the organizational unit |
| Code | Short identifier code for the unit |
- Add one or more Levels. Each level has:
- Name — label for this approval level (e.g., "Management", "Accountants")
- Users — one or more users assigned to this level
- Click Save.
Editing an Organizational Unit
- Click the unit name in the list.
- Update the name, code, or levels as needed.
- Click Save.
Note: Renaming a unit does not affect existing documents or approval rules that reference it.
Adding or Removing Levels
Levels can be added or removed at any time from the unit's edit form. To remove a level, click the remove icon next to it. To add a level, click + Add Level.
Note: Each level must have at least one user assigned.