Play the video below if you would prefer to see how to do this.
Add an Organisation Unit
Navigate to Organisation and Users from the Menu.
Hover over the Organisation level that your new Unit will sit within - you may need to click on the + icon next to the Organisation if it is broken down into several levels.
In this example, we're going to add a new unit within ‘Investments', which is part of the 'Bank of Unicorn Limited' Organisation.
Click on the +Unit button that appears.
You will be presented with a New Organisation Unit popup.
Complete the details as follows:
|Name||Enter the new Unit's name. For example, 'Investments Admin'. We would recommend that if you have sub-Units of Organisation Units that with the same name, for example an investments department in mortgages and corporate, you should give them slightly different names in order to differentiate them in Reports. For example, Mortgage Investments and Corporate Investments.|
|Code||The Code has to be unique and we recommend that you follow your company's naming convention.|
Choose whether the Unit is a Division or Department (useful for reporting):
|Identifier||This is an optional field if you want to include a further way of identifying the Unit for Reporting.|
Click on Save within the popup window to set the Unit up.
Add a User to an Organisation Unit
Hover over the Organisation Unit you'd like to add the User to and click on the +User button that appears.
Input the User's details. The Username has to be unique and you should follow your company's naming conventions. It is recommended that you leave the password field blank so that the LMS will generate a password for the User. You can also amend the default language that is displayed to the User within the LMS by clicking on the Language dropdown menu.
You will now be shown a summary screen with the details you have entered. If you tick the box at the bottom of the screen, the User will receive an email with a system generated password and they will be prompted to change this when they log in (although you might prefer to set up a new starter activity, such as an induction, and add an Email Reminder to it that includes details of how to log in - see Create a Welcome Email to new Users for further information).
Click on Finish to confirm the set-up of the new User.