Updating business organizations

You can update the hierarchy of business organizations in your application. By defining the relationships among organizations, divisions, and units, you can supplement the structure of your teams.

Each team member in your application is associated with one business unit.

  1. As the application author, click Turn editing on.
  2. In the navigation panel, click Users, and then click Organization.
  3. Modify a business organization by performing any of the following tasks:

    Add a division to an organization:

    1. Click the name of an organization.
    2. Click Actions > Add division to organization.
    3. In the Division field, provide a unique name.
    4. In the Description field, enter the purpose of the division, or explain what distinguishes this division from others in the organization.

    Add a unit to a division:

    1. Expand a row that contains an organization.
    2. Click the name of a division.
    3. Click Actions > Add unit to division.
    4. In the Unit name field, provide a unique name.
    5. In the Description field, enter the purpose of the unit, or explain what distinguishes this unit from others in the division.

    Add a subunit to a unit:

    1. Expand a row that contains an organization.
    2. Expand a row that contains a division.
    3. Click the name of a unit.
    4. Click Actions > Add sub-unit to unit.
    5. In the Unit name field, provide a unique name.
    6. In the Description field, enter the purpose of the subunit, or explain what distinguishes this subunit from others in the unit.

    Edit the description of an organization, division, or unit:

    1. Click any row on the page.
    2. Click Actions > Edit <business type>.
    3. In the Description field, modify the existing text.
  4. Click OK.