Adding and Deleting Organisational Units

Click Admin in the navigation bar at the top of the screen and select Organisations from the drop down menu

The organisation list will open and you will be able to view the organisation(s) that you have administrative rights over

 

Click on the organisation nameClick on the organisation name to open the Organisation page

 

 

Adding Organisational Units

Follow the steps above to open the organisation screen and select the organisation that you wish to add a new Organisational Unit to

click addSelect the parent organisation’s name in the list and then click Add

 

 

 

Adding information to new organisation Edit the new Organisational Unit information by entering information in the appropriate text boxes

 

 

When all editing is complete:

Click save changesClick Save Changes at the bottom of the page

 

The following message will be displayed:

Success notification

Additional Information:

  • An administrator of an Organisation Unit can carry out administrative functions within the Organisation Unit they have administrative rights over based on the roles and permissions granted to them.
  • Refer to Adding Administration Roles for information on how to grant administrative rights over an Organisational Unit

Deleting Organisational Units

Follow the steps from the top of the page to open the organisation screen

An Organisational Unit must be empty to be able to delete it.

If appropriate, click the + and – in the expandable list to the right of the screen to view Click deleteOrganisational Units. Click on the name of the Organisational Unit that you wish to delete. Click Delete

The Organisational Unit that you have selected to delete will turn red. If the wrong Organisational Unit is selected, click cancel at the bottom of the page

will turn red

To confirm the delete:

Click Save Changes at the bottom of the page

 

 

The following message will be displayed:

Success notification

Last Reviewed Date 10/04/2019
Updated on 06/07/2022

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