Organizations
Last updated
Last updated
An Organization represents a company, business, or enterprise using Cubu.
When the organization is created, it is assigned a unique subdomain. The subdomain is the first part of the URL in your browser.
Everything you do in Cubu is done in the context of your organization.
An organizational unit (OU) in Cubu is a subdivision within the organization. You can create OUs to mirror the organization's functional or business structure.
An organizational unit can represent a physical location (e.g., an office, store, clinic, building, etc.) or a logical entity (e.g., a department, division, etc.).
An organizational unit may contain child units that contain other child units, thus creating a hierarchical structure of units known as the "Organization Tree".
The following examples illustrate how units can be organized in organizations of various sizes and types:
Horizon Bank
Central City Branch
Customer Service Department
Loan Department
Operations Department
Riverside Branch
Accounting Department
Investment Department
Risk Management Department
Mountainview Branch
Marketing Department
Technology Department
Compliance Department
A unit may consist of the following elements:
Inboxes: These are the unit inboxes where the unit's staff processes cases.
Routes: Specifies the allowed routes for transferring cases between inboxes.
Services: Lists the services provided within the unit.
Workstations: Refers to the physical locations where agents serve customers.
Portals: Online platforms used for queuing and booking appointments for the unit's services.
Kiosks: Hardware kiosks located within the unit.
Members: A list of users (agents) authorized to work within this unit.
Child Units: Units that are subordinate to the current unit within the organizational hierarchy.
To manage your organization tree, use the Directory tool.
Learn more here:
The organization's time zone is used to determine the time zone in which the organization is operating.
This enables Cubu to manage appointments, schedules, working hours, etc., properly.
By default, organizational units inherit their time zone from their parent unit or the organization in the case of root units.
You can choose a different time zone for different units.
Working hours are the hours of operation for customer service. They can be set at the organization level and changed at each level down the tree for local hours.
The hierarchical structure of the organization tree allows you to define the working hours once in the organization and inherit them in descendant units.
