Update organizational hierarchy

Organizations are permission based

To update, your account must have one of the following roles enabled:

  • Role: Company Admin

  • Custom role with: General settings - Full access, Permissions and access control - Full access

To access organizations:

  1. In the left-side navigation, click the dropdown menu

  2. In the dropdown menu, select All projects

  3. In the left-side navigation, click Company settings

  4. Scroll down to the Permissions and Access control section and then click the Manage button next to Organizations

When you add an organization to an existing organization unit (OU) in your company structure:

  • The organization that you’re adding is called the child OU

  • The existing OU that you added the organization to is the parent OU

To change the parent OU of a child OU:

  1. On the Organizational structure page, click the three dots next to the child OU that you want to reposition in the organizational structure

  2. In the popup menu, click Edit

  3. In the Edit organization panel, under Parent organization, click the dropdown menu to select a new parent OU for the organization