Organizational Structure

The organizational structure describes the company's units and their managers. TAS uses it to know who reports to whom: it sends overviews of escalated tasks, grants rights to managers and restricts template visibility to units based on it. Each user belongs to exactly one organizational unit. Only an administrator can see this page. Open it from the main menu by selecting Org. Structure.

No.ElementPurpose
1Add org. unitOpens the window for a new unit.
2Structure treeThe root "/" with all units below it. Use the arrow to expand a branch. When you click a unit, the table shows that unit and all units below it.
3Add org. unitSame as button 1.
4Column filterThe table has the columns Name, Manager, Type, Parent unit and External ID. Filters, sorting, saving a filter, views, columns and export work as in other tables.
5Row actionsEdit and Delete.

The table shows only active units. By default, it contains the entire structure under the root, sorted by name. To open a unit's detail, double-click its row.

ActionPurpose
EditOpens the unit detail.
DeleteAfter confirmation, deletes the unit and all units below it. The Delete key works the same way.
What deleting a unit does
All users of the deleted unit and of the units below it are moved to the Unassigned unit. The unit disappears from the visibility settings of headers and templates that were restricted to it. The Root unit and the Unassigned unit cannot be deleted.

You cannot move a unit by dragging it. To place it elsewhere, change the Parent unit in its detail.

Unit detail

The detail has three tabs: Settings, Logo for light mode and Logo for dark mode. The Add org. unit window looks the same, except that its title says "New".

No.ElementPurpose
1CloseCloses the detail. If there are unsaved changes, TAS asks for confirmation.
2SaveSaves and keeps the detail open.
3Save and closeSaves and returns you to the list.
4SettingsThe unit's details and its users.
5Logo for light modeThe menu logo for the unit's users in light mode. You can only switch to this tab once Name and Parent unit are filled in.
6Logo for dark modeThe same for dark mode.
7Org. unit nameRequired. The name must be unique under a single parent unit.
8ManagerThe head of the unit, i.e. the superior of its members. Optional. When the manager changes, TAS recalculates the rights that managers have to their subordinates' cases.
9TypeFree text, for example "Department" or "Branch".
10Parent unitRequired. Where the unit belongs in the tree. You cannot select the unit itself or any unit below it. The field is not shown for the root unit.
11External IDRead-only. Filled in by import or synchronization.
12Assign users to selected org. unitUsers outside the unit, with search. Add them with the plus button or by double-clicking.
13AssignedActive members of the unit. Remove them with the minus button.
14Export to CSVDownloads a list of the unit's active members (ID, username, first name, last name, display name, e-mail, external source, external ID).

A user always belongs to only one unit. When you add a user here, they leave their original unit. A user you remove is moved to the Unassigned unit.

Locked members
The Assigned list shows only active users. When you save the unit detail, the unit's locked members are moved to the Unassigned unit.

You can also set a unit's manager from the other side, in the user detail in the Is manager of org. units field.

Logos

Each unit can have its own logo in the navigation menu, separately for light and dark mode. A user sees the logo of their unit. If their unit has no logo, the logo of the nearest parent unit that has one is used. If there is no logo, the default application logo is displayed.

No.ElementPurpose
1Logo for collapsed navigation menuA small square logo displayed when the user has the menu collapsed.
2Organization logoA choice of logos that have already been uploaded, or Default Logo for the default application logo.
3Add logoClick or drag in a JPEG or PNG file. A crop tool with a fixed aspect ratio opens; click Upload to save the logo and select it right away. The recommended size is at least 64 × 64 px.
4PreviewA sample of the menu with the selected logo. The buttons in the preview do not work.
5Logo for expanded navigation menuA wide logo for the expanded menu. The crop has a 5 : 1 ratio; the recommended size is at least 320 × 64 px.

An uploaded logo is assigned to the unit only after you click Save.

How to create an organizational unit

  1. Click Add org. unit.
  2. Fill in Org. unit name and select the Parent unit.
  3. Select the Manager and optionally fill in Type.
  4. In the Assign users to selected org. unit list, search for members and move them to Assigned.
  5. Click Save and close.

You can also bulk upload the entire structure from a file; see the article Import and Export of Organizational Structure.

Related: Users, Import and Export of Organizational Structure, HR Agenda and Agenda Handover.

Organization Structure Import and Export
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