Organization

You can categorize your users by organization. Each user can belong to a specific department of a specific organization. This will ultimately help streamline your process participants when your user list starts to grow.

To manage your organization, click on Setup Organization Chart in the Setup Users menu.

Knowledge Base for DX 8 > Organization, Department, Grade > image2022-7-4_15-37-8.png

Figure 1: Setup Users - Setup Organization Chart

Department

A Department belongs to only one Organization if both the ID and Name is the same.
A Department may contain sub-departments.
A user can be tied to one or more department.

Knowledge Base for DX 8 > Organization, Department, Grade > image2022-7-4_15-38-23.png

Figure 2: Department listing in an Organization

Grade

Grade is another useful attribute to distinguish/assign to user.

A grade belongs to only one organization.
A user can only be tied to one grade.

Knowledge Base for DX 8 > Organization, Department, Grade > image2022-7-4_15-39-19.png

Figure 3: Grade listing under an Organization