|Template:||Security_groups, Assignable, Basic|
|Hide module on Main Page:||No|
- 1 Short Description
- 2 Business Description
- 3 Custom Actions
- 4 Processes
- 5 Related Features
- 6 Related Integrations
- 7 Structure
- 8 Mentioned in other articles
- 9 Technical Description
- 10 Dev Notes
A collection of organizational cells managed by a supervisor
Organizational unit is a collection of organizational cells managed by a supervisor.
The system allows creating a hierarchical structure of organizational units.
In the record's creation and edit view, user can choose the organizational unit type from values such as: Standard, Department, Business Unit, Team, Other.
In addition, user can specify the parent unit, supervisor and current manager.
Organizational unit record detail view contains the following subpanels:
- Employees - with the list of employees working in the organizational unit,
- Users - with the list of users associated with the organizational unit,
- Roles - with the list of roles related to the organizational unit,
- Member Units - with the list of subordinate units,
- Member Positions - with the list of job positions in the organizational unit,
- Onboarding/Offboarding Elements - with a list of tasks, trainings or interviews related to the onboarding or offboarding process for a given organizational unit.
Organizational Units perform two functions in the system. They meet the business need because they are a reflection of organizational units in the company. Additionally, they are used to control permissions in the system. More information about the last function can be found at the Organizational Unit Management and Organizational Units Settings sections at the Users Configuration page.
Related Process Steps
|Modified by Name||relate||No||Yes||No|
|Employees||one-to-many||Organizational Units||One Employees record can have many related Organizational Units records, but a specific Organizational Units record can be related to only one Employees record.||Relationship: Employees - OrganizationalUnits|
|Organizational Units||one-to-many||Organizational Units||One Organizational Units record can have many related Organizational Units records, but a specific Organizational Units record can be related to only one Organizational Units record.||Relationship: OrganizationalUnits - OrganizationalUnits|
|Users||one-to-many||Organizational Units||Specific Sugar user can create many account records, but specific account record can be created by only one user.||Relationship: Users - OrganizationalUnits|
|Users||one-to-many||Organizational Units||Specific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.||Relationship: Users - OrganizationalUnits|
|Users||one-to-many||Organizational Units||Specific Sugar user can modify many account records, but specific account record last modification was performed by specific user.||Relationship: Users - OrganizationalUnits|