Adding Organizational Units

Most organizations have a structure to them, such as departments, groups and teams. While this isn't something you have to tackle from the get-go, if you've used AssetChief before and are now rolling it out to a larger audience, it's something you can set up quite easily.

First, make sure you're logged in as an administrator (the admin login). Then go to the Configuration tab (click the hamburger on the left side, next to "Dashboard", then click Configuration), now click the hamburger button and select "Org Units".

Here you can add any number of organizational units. First you add the top-level, then you can drilldown to sub-levels under those. For example you may be using AssetChief in a large organization with several departments, you may add organizational units like this:

Operations
Board
Accounting
HR
IT

Then you could break those down further - perhaps under Accounting you'll have a group for Accounts Receivable, Accounts Payable, Payroll and the Auditors.

Once these are setup, you'd then add these to each user, as a subscription to enforce what they can view. Also when a user with an org unit subscription creates an entry, only people of the same of higher org unit subscription will be able to access that record.