An Organisation is the highest level of organisational hierarchy within your Learning Management System (LMS). In turn, your Organisation will be made up of individual Organisation Units, for example you may have the Finance Division or HR Department. You can then create additional sub-Units within an Organisation Unit. For example, you might have an Operations Organisation Unit, which includes sub-Units consisting of Customer Service, Customer Relations and Claims Team.
Alternatively, if you work in a large organisation, you might need to break your structure down into multiple Organisations. This may be required for reporting or security purposes. For example, you may have a different Organisation to represent different branches, geographical locations or divisions, or you may have sister companies that need to sit as separate Organisations. Each Organisation can have its own Administrators and site branding.
Deciding whether or not to have multiple Organisations largely depends on which Users you need your Administrators and Super Administrator(s) to have visibility of and be able to run reports on or how you wish to allocate your content.
Note: the ability to create new Organisations is not available for our multi-tenancy clients.
For smaller Organisations, just having one Organisation which is broken down into Units is usually sufficient.
Your initial Organisation structure will be created for you as part of your site configuration. We may then arrange for a data feed from an existing HR system to your LMS to manage any changes automatically so you don't have to manually add or archive User accounts or Organisation Units. However, if you do not have a data feed this will be something you will need to manage yourself.
To view your Organisation structure, click on User Admin from the Common Tasks Portlet on the homepage.
Alternatively, navigate to the Menu and click on Organisation and Users.
Your Organisation structure will be displayed. Click on the + icon next to it to expand the structure and view all Units and sub-Units (where applicable).
In this example, we have expanded the Bank of Unicorn Limited (our Organisation) and it is organised like this:
In the above example, 'Investments' and 'Mortgage Services' are parent Organisation Units. 'Corporate Investments', 'High Risk' and 'Private Investments' are sub-Units of 'Investments'. On the right-hand side, you can see how many active Users there are per Unit. So, Investments has 7 in total and Mortgage Services has 5.
You can control the visibility Users have across an Organisation or Organisation by setting their Reporting Scope. For example, a User with a Reporting Scope of 'All Organisations' would be able to see everyone within your whole Organisation structure.