How to use organizations in GroupCamp
GroupCamp's organizations allows you to map your company's structure in the form of an organizational chart. Organizations are very helpful if you wish to filter or find out which unit/department a colleague works at.
Each organizational unit can contain:
- One, none or several sub-organizations
- One, none or several colleagues.
A colleague belongs to one organization. By default all colleagues are located under the main organization (in the example below, all colleagues belong to the organization called Nano Communication).
Note: Check that the Organizations feature is available in your current GroupCamp plan by clicking on the Plans & Quotas icon located in the Admin panel.
Click on the user Settings icon located in the Admin panel.
Unfold the Organizations section.
You can enable or disable the Organizations feature.
You can select the separator displayed between organizations. For example: My organization > R&D > NYC)
You can disable the Organizations feature at any time. Disabling the feature will have the following consequences:
- Organizations will no longer be visible and will no longer be used in your account
- Organizations already created will not be deleted
- You can reactivate the Organizations feature at any time
Go in the Admin panel, click the Privileges tab and use the List of privileges menu.
Privilege: Users > View > Organizations
Decide which colleagues can see organizations (with the Users app, for a user, etc).
Privilege: Users > Organizations > Create - Update - Delete
This privilege lets you decide who can update your internal organization.
To read more about privileges, please consult this FAQ: How to grant privileges. How to use Profiles of privileges.
Important: Develop your organization's chart towards the bottom of your screen
There is a limited number of hierarchical levels. You need to develop your organization chart towards the bottom of your screen.
Do you need more sub-levels for your organization chart? Please contact the GroupCamp support team.
Your first organization is your main organization. This is the name of the Organization that you provided when setting up the GroupCamp account. For more information on how to change the name of the main organization please read the following FAQ: How can I change the name or the URL of my account
Note: All existing colleagues are present in the main organization.
To add a sub-organization, hover over the existing organization then click on the '+' button.
Enter the name of the sub-organization. Note that the name is limited to 50 characters.
- To create a new sub-organization: Click on the '+' button
- To change the name of the organization: Click on the edit button
- To delete the organization: Click on the Trash button
Note: You cannot delete an organization that contains a sub-organization or a colleague.
- To move an organization and its sub-organizations under another organization: Click on the folder button entitled Move the organization
Note: The dropdown menu indicates in gray all the organizations for which you have reached the maximum number of hierarchical levels. The selected organization cannot be moved to grayed selections.
Example: If the organization that you wish to move contains 4 hierarchical levels, and you wish to move it under another organization also containing 4 levels, then there would be a total of 8 levels or sub-organizations.
In the Users app, click on the colleague's name you wish to update. Doing so will open the colleague's information panel.
Use the More button, then click on the Change the organization option.
Select the new organization, then hit OK.
With the Import features, you can delete or export organizations and colleagues.
The available commands allow you to do the following:
- Set up your organizational chart using the interface or by importing organizations
- Manage a major re-organization of your colleagues in GroupCamp
- Update all your colleagues in GroupCamp at once
Note: The Delete - Organizations command will delete all organizations present in the account. All colleagues will be located in the main organization.
For more information on how to import and export using Excel, please read this article: How to import colleagues and organizations using Excel
With the Manage members window in a project, you can quickly invite colleagues to join that project.
Use the Quick add button
Add colleagues using the search field
Sort colleagues by organization in the GroupCamp Tables.
Use organizations in filters. Example: generating custom reports with the Timesheet application.
When using the Users filter, you can select an organization with or without its sub-organizations to see the time spent by all members of the organization.