How do I organize users and groups in the Portal?

The Organization feature allows Admins to organize their users and groups under organizational units (OUs) within a hierarchy structure. Using the hierarchy structure ensures that users included in an OU cannot access data.

This feature needs to be enabled by an administrator. Please contact your administrator if you want to use it.

Creating an OU

1. In the hierarchy tree on the left side of the window, select the parent OU under which you want to add a new OU.
2. Click on the ellipses and select Create child organization unit.
   Note: The root level will be created automatically by the system.
3. In the form that displays, populate the required fields.
   • Organization unit name: The name of the organizational unit.
   • Organization unit id: An ID for the organizational unit. This ID can be used to assign a user to an OU as part of a CSV import. If you do not provide a custom ID, one will be created automatically by the system. The ID cannot be edited after the OU is created.
4. To save and add the new OU to the hierarchy, click Create.
5. To rename an organizational unit, click the ellipsis button next to the OU name and select Rename.