Org Structure

The System section of the left menu contains three directories that together describe a company's organizational structure: Companies (/sys/companies), Org Structure (/sys/units), and Org Structure Types (/sys/unit_types). Available only to administrators.

How the structure is organized

Company (e.g., "Acme Corp")
   │
   └── Org unit (type: Division)
          │
          └── Org unit (type: Department)
                 │
                 └── Org unit (type: Team)
                        │
                        └── Employees (User.org_unit_id)

Org units form a tree: each unit belongs to one company, can have a parent unit, and any number of child units. Every unit has a type — a custom taxonomy with a level (weight) that lets the system check nesting correctness (for example, warning if a "Department" is nested inside a "Team").

Companies

Companies (/sys/companies) are the top level of the structure. A company can be:

Type	Description
Internal	Your own company or a subsidiary
External	A customer, supplier, or partner

Company fields

Field	Description
Company Name	Required
Code	A short identifier
Website	Optional
Organization Type	Internal / External

The distinction between internal and external companies is used, for example, in the shift calendar: employees of external companies don't appear there.

Creating a company

1. Open Companies
2. Click the create button
3. Fill in the name, code, website, and select the organization type
4. Save

Org structure types

Org Structure Types (/sys/unit_types) is a configurable directory of hierarchy levels: for example, "Division," "Department," "Team," "Branch." Each type has:

Field	Description
Name	E.g., "Department"
Code	A short identifier
Level (weight)	A number defining the type's place in the hierarchy — the lower the number, the higher the level
Color	Used to visually distinguish types in lists

The list also shows how many units currently use each type.

Creating a type

1. Open Org Structure Types
2. Click the add-type button
3. Enter the name, code, level, and color
4. Save

When creating or editing an org unit, if the parent unit's type has the same or a higher level number (i.e., it isn't formally "above" in the hierarchy), the system shows a hierarchy-violation warning — this doesn't block saving, but flags a possible mistake.

Org structure (units)

Org Structure (/sys/units) is a list of org units across all companies, with nesting.

Org unit fields

Field	Required	Description
Company	Yes	The company the unit belongs to
Unit Name	Yes	E.g., "Development"
Unit Type	No	One of the org structure types
Parent Unit	No	A list of units from the same company shown as a tree; if not set, the unit is a root unit

When selecting a parent, the list shows the hierarchy with indentation and breadcrumbs (the path from the company to the selected unit), making it easy to see the unit's place in the structure.

Creating an org unit

1. Open Org Structure
2. Click the create button
3. Select the company
4. Enter the name and (optionally) the type
5. Select a parent unit if needed
6. Save

Roles inherited by an org unit

An org unit's card has a separate tab for assigning roles that are automatically inherited by every employee in that unit — without manually assigning the role to each user. This is convenient for shared roles like "Employee" or "Company Access." For more on roles, see Users, Groups, and Roles.

Where org structure is used

• A user is linked to a company and an org unit (the Company and Org Unit fields on their card) — see Users, Groups, and Roles.
• A user's org unit determines which roles they inherit automatically.
• The org unit field can be used as a filter in the shift calendar and in bulk shift creation.
• In the entity builder, an org unit is available as a field type for custom forms — meaning any entity you create can include a field referencing an org unit.