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How do I create an Organisational Structure?
To begin, navigate to Tools > Privacy > Organisational Structure.
If you haven't used the Organisational Structure before, click the 'Start' button on the left-hand Organisational Structure side panel. A top-level folder will appear.
- Enter the name of the top-level folder; typically, this is your organisation's name.
- Click away from the folder, and the name will be recorded.
To add a Group-Level Folder
- Right-click on the folder to add a group-level folder; typically, this is a division or department.
- You can add up to 5 deep, group-level folders.
- To rename or delete a group-level folder, right-click on the relevant folder.
Add a user to the Organisational Structure
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- Search for the relevant user within the left-hand Users panel.
- Click and drag the user to the required folder in the right-hand Organisational Structure panel.
- Ensure you drop the user directly onto the folder name (see example below).
- Remember: Save your progress before exiting the page to ensure your changes are applied.