Setting up organization chart
Last updated
Last updated
After creating users, you will need to create an organization chart of your company. There are two groups created by default – No Department and Admin. All the users created without being assigned to a department will be categorized into the group No Department automatically.
The administrators of your LogixCRM can click the plus icon to add new departments and sections under Admin. A department can include multiple sections and subsections. Then move users from No Department to corresponding departments or groups. The administrators can click the rubbish bin icon to delete any department or section.
The organization chart is a tree diagram that shows the hierarchical structure of the departments in your company. For information security, there are three user authorizing levels per the superordination and subordination.
access and view the leads / accounts / opportunities assigned for those in lower hierarchies.
view the leads / accounts / opportunities assigned for those in higher hierarchies.
view the leads / accounts / opportunities mutually or cross-departmentally.
The sample organization chart and the examples below can give you a comprehensive understanding of the relations among hierarchies.
In the top hierarchy of the organization chart are usually administrators, having the highest authorizing level and able to access and view all the leads / accounts / opportunities.
The second hierarchy usually consists of department managers. They can access and view not only the leads / accounts / opportunities assigned for them but those assigned for the groups in lower hierarchies. However, the department managers cannot access or view what the administrators have been authorized.
The third or other lower hierarchies may include general employees, such as your sales representatives or marketing specialists. Like the department managers, they have the power to view the leads / accounts / opportunities assigned for them and those assigned for the groups in lower hierarchies as well.
The sales representatives and marketing specialists are not able to access or view what the department managers have been authorized. Besides, sales and marketing departments are not able to view each other’s leads or client details.
To create your own departmental structure in the Organization Chart, follow the instructions below.
1. Click Setup in the top right corner to bring up the navigation pane on the left.
2. Click Company Info > Organization Chart.
3. Create departments / groups.
c. Click a user in No Department and the window of choosing department as below comes up. Take the user “Yana Tyler”, for example.
d. Click a department to rearrange the user. The bidirectional arrow D indicates that users can be moved among departments or groups. If a user is rearranged successfully, the message “Successfully updated” will appear in the top right corner.
In the screenshot below, Yana Tyler has been moved from No Department to the Global Team.
To modify the sequence of the departments, follow the steps below.
1. Click Edit Structure in the top right corner.
3. Drag the department up or down, and then click Save to save changes. For example, the Global Team is now moved above Testing Department.
a. Click the plus icon to add a new department / group below Admin.
b. Name the new department and click the save icon on the right to save it. The departments created will appear as below.
To change a department name, double-click the name to revise it. For example, “Administrator” is revised to “First-in-charge Admin”.
2. Click and hold a department and a plus icon appears, indicating you can move it up or down at will. Take the Global Team as an example.
To delete a department, click the rubbish bin .
