Product / Knowledge Base / 9. Organization

9. Organization

User & Administration Guide — Version 1.0.18.0

Guide summary

Team Members, Departments, and Teams define org structure used for approvals and role scoping.

On this page

9.1 Team Members

Employee directory: link SharePoint users, assign manager, department, team, job title, and bill/cost rates.

Team members list
Team Members — employees, managers, rates, and org links.

9.2 Departments

Organizational units with an optional department manager used in approval routing.

Departments list
Departments — org units with optional department managers.

9.3 Teams

Sub-groups within departments. The team lead is used for approvals and team-lead role scoping.

9.4 Approver Fields (Dropdowns vs People Picker)

Team lead, department manager, employee manager, project approver, and rate user fields use searchable dropdowns populated from the Employees list — not the SharePoint people picker. This ensures approvers are active employees with profiles in the app. Use Team Members to add employees first; use the people picker when assigning SharePoint users to new employee records or team membership.

Teams list
Teams — sub-groups with team leads for approvals.