As an Admin, you have the option to set up your company’s Units. To do so, click Admin, then select Members. Finally, click Set up Organization.
In order to Add Units, click on the Units tab.
You will notice that there are three sub-tabs available:
Units: To add a new Unit type its name into the space provided, and click Add. Then, associate them with one or more Above Units by selecting the appropriate Above Unit from the drop-down menus. Repeat as often as needed. Adjustments will be automatically saved.
Set Permission: By the time that you'll create an new Unit you'll notice that two system jobs will be created, the Unit Manager and the Assistant Unit Manager. These jobs are being created automatically, you cannot delete them but you can define the permissions that they can have. For more information on how to define the permissions per job please read also: Defining Permissions per Job
Archived Units: Under this tab you'll find the units that were archived in the past.
Deleting a Unit
When you attempt to manually delete a Unit, a confirmation modal will appear explaining the impact of the action. The modal will display:
"Deleting this Unit will trigger updates across the system, including removing it from all associated users and rules. This process may take a few minutes. Are you sure you want to continue?"
What Happens After Confirmation
If you choose to proceed with the deletion:
- The system will begin processing updates across all related data.
- The selected Unit will be removed from:
- All associated users
- Any rules where it is currently applied
- During this process, the Unit and any related actions will be temporarily disabled.
- This process may take a few minutes, depending on the amount of data involved.
Important Notes
- While the deletion is in progress, you will not be able to interact with the affected Unit.
- It is recommended to wait until the process is fully completed before performing any additional actions.
- Once the process is completed, it’s recommended that you refresh the page to make sure everything has been fully updated.