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On each Platform 6 instance, it is possible to create and maintain an organization tree structure.

Each node of the structure can be a terminal node or have one or more children. Also, each node has a name, a description, and (optionally) text and/or file properties.

Platform 6 also supports the notion of branch (a node and all attached nodes of lower levels).

If no organization is defined below the root node, all users are automatically assigned to this single node. But if one or more nodes have been added, each new user must be assigned to a specific node (the root one or any of the other nodes created). Note that a user may be assigned to multiple nodes.

For a summary of permission names and uses related to this service, please refer to this section.

Managing Organizations

Managing P6 organizations is very straightforward. To add a child node to an existing one, select the parent node and click on the ‘Create child’ button, then complete the name and description, add properties if needed, and save.

As soon as a node is created, it is possible to assign users to it. A node cannot be deleted as long as there are assigned users.

Leveraging Organizations

Organizations are very useful in various ways.

User Administration

Thanks to Organizations, it is possible to define the perimeter of a User Admin to a specific node, or to a branch.

Assignment of Workflow Tasks

Workflow Tasks are assigned to users based on two criteria defined in each Workflow Step: (i) a permission (ii) a position in the org structure.

Filtering of Transactions

It is possible to filter the transactions a user has access to based on the node(s) he/she is assigned to. Depending on the permissions, the user may have access only to transactions linked to a node, or to a branch.