Product / Knowledge Base / 9. Organization

9. Organization

User & Administration Guide — Version 1.0.16.0

Guide summary

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

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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.

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