Managing the Organization Tree

Managing organizational units

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Last updated 8 months ago

Managing the Organization Tree

Managing organizational units

Admin Tools -> Directory

Using the Directory tool requires the Directory Admin role.

Creating Organizational Units

Open the Directory tool.
To create a new root unit, click on the organization name.
To create a new sub-unit, click on the parent unit where you want to create the new unit.
Click the Add () button next to the selected organization or unit to open the New Unit dialog.
Enter the new unit's name in the dialog window.
Click Save.

Unit names must be unique within their parent unit or organization.

Defining Unit Contacts

For each unit, you can designate certain users as “Unit Contacts.” Typically, these are branch managers, administrators, or other users who need to receive notifications related to the unit’s activities.

Archiving and Restoring Units

If you no longer need to use a unit, you can archive it.

To archive a unit, click the Archive Unit menu option on the unit's context menu.

You cannot archive a unit if it has child units or if routes in other units reference inboxes in the unit you are trying to archive.

If you want to use the unit again, you can restore it. To restore a unit, you need to select the unit's parent unit (or organization in case of a root unit) and click the Restore Archived Units menu option in the context menu to open the Archived Units dialog:

Select the unit you wish to restore and click the Restore option.

Copying a Unit

You can copy a single unit or an entire sub-tree to another location in your organization tree. Cubu will copy the unit with all of its child entities (i.e., inboxes, services, routes, portals, etc.).

Top copy a unit, click the Copy Unit option in the unit's context menu to open the Copy Unit dialog:

Target Location: Select where to create the new unit. You can choose the organization (to create a new root unit) or another unit. The new unit will be created as a child of the selected target. Note that you cannot copy a unit into one of its descendant units.
New Unit Name: The name of the new unit to create. Note that unit names must be unique within their parent.
Time Zone: The time zone of the new unit. Select "Inherit From Parent" to use the target's time zone. When you copy a sub-tree, all units in the new sub-tree inherit the top unit's time zone.
Copy Descendant Units: Check this box to copy the chosen unit and its hierarchical structure.
Activate Daily Plans and Create Calendars: Check this box if you want to create calendars for scheduled templates once the unit is created if auto daily plan activation is enabled for the original service. Note that daily plan templates are copied without their user allocation.