Organisation

The instructions go through the sites and cost centers in the Admin panel

Site Structure

The Site structure is built through the admin user panel.

1. Navigate to the front page to the Admin section.
2. Select Organisation and Sites from the menu.
3. If the organisation already has a site structure, navigate within the structure to the point where you want to add a new level. In the example, a new item is added under the root level by opening the root level, and with the root level open, press Create at the desired upper-level point.
4. Add the desired name for the level (by default, the system brings the selected level name + copy).
5. Choose whether the item should be selectable when filling in the tool (Selectable) and whether the item should be included in analytics calculations (Visible in Analytics).
6. Finally press Save.

You can delete a level by selecting the desired level and pressing Delete.

Note!! If the level contains documents, these must first be moved to another level.

The default responsible person for each level:

It is possible to define a default responsible person for a level. The aim is to ensure that the client organisation always has a default person in charge of all tasks. A default responsible person can be assigned to a parent object, so that the default responsible person information is also inherited by the child objects. The default responsible person can also be assigned to a single object.  

Cost center structure

• Go to the Admin panel.
• Cost centers are selected under the Organisation -tab
• Select the level under which the new Cost Center will be created.
• Click create after which a new item will be created under the desired level.
• Name the level (automatically creates a name based on the main level+ Copy).
• Press save.

To delete an item, select the item and press delete to the right of the item.