Organization & Departments
The organization area keeps the workspace profile, the organization tree, departments, and members. Everything here is tenant-side data: permissions, forms, approvals, notifications, and analytics filters all read organizations, departments, and members from it.
Three pages cover this area:
| Page | What it is for |
|---|---|
| Organization Profile | the workspace profile of the current tenant |
| Organization Structure | the organization/department tree with the members of the selected node |
| Organizations and Departments | flat lists of organizations, departments, and members, plus batch adjustments |
Organizations, departments, and members are stored as the built-in directory forms organization, department, and member; editing a record opens the corresponding built-in form.
Organization Profile
The page opens with the current workspace summary and the profile configuration of the tenant:
| Area | What it shows |
|---|---|
| Organization | the organization logo and the workspace name |
| Current plan | the plan of the workspace: Free, Professional, Team, or Enterprise |
| Profile Configuration | workspace name, space ID, access address, creation time, and expiration time |
The page provides these actions:
- Edit — opens the profile editor
- Refresh / Refresh Content — reloads the latest profile from the server without changing anything
- Subscription Information — opens the current subscription, subscription records, orders, plan claims, refunds, and invoices
The expiration date turns red when seven days or less remain. When no expiration date is set, the page shows -. For purchasing, renewing, or changing a subscription, see Subscriptions, Orders & Invoices.
Edit the Organization Profile
- Open Organization Profile
- Click Edit
- Change the fields you need
- Click Save Changes
| Field | Required | Notes |
|---|---|---|
| Organization Logo | No | upload a light-mode and a dark-mode logo; only image files are accepted, and the page shows an upload failure when another type is chosen |
| Workspace Name | Yes | the main name of the workspace; saving without it is rejected |
| Custom Login Page URL | No | an HTTPS page integrated with the Soln login SDK; leave empty to use the default page. See Custom Login Page |
The editor writes through to the tenant profile: the page reloads the profile after a successful save, and the workspace name is what other pages display as the organization name.
Organization Structure
Open Organization Structure to see the tree on the left and the content of the selected node on the right. The panel title shows the current organization or department; click the title to copy the record ID when it is available.
Find and filter nodes
| Operation | Description |
|---|---|
| Search Structure | filters the organization and department trees by keyword, so only matching nodes stay visible |
| Active structures | shows enabled organizations and departments |
| Disabled structures | shows disabled organizations and departments; switch through the menu on the panel title |
| Select a node | loads the members of that organization or department in the right panel |
Empty state: with no match the panel shows that nothing matches the keyword, and with no data at all it shows that no structure exists yet.
Node actions
Right-click a node (or use its action menu) to maintain the tree:
| Action | Applies to | Description |
|---|---|---|
| Edit Organization | organization | opens the organization profile form |
| Create Sub-organization | organization | creates a child organization under it |
| Create Department | organization | creates a department directly under the organization |
| Edit Department | department | opens the department form |
| Create Sub-department | department | creates a child department under it |
| Make Independent Organization | organization | moves the selected organizations out of their current organization group; departments and members keep their current assignment |
| Disable / Enable | organization, department | changes the status of that single node |
Create or edit departments
| Field | Required | Notes |
|---|---|---|
| Department Name | Yes | the name shown in the tree |
| Parent Department | No | the parent node; leaving it empty keeps or moves the department to the top level |
| Leader | No | the member responsible for the department |
| Status | Yes | enabled or disabled |
| Sort Order | Yes | position among its siblings |
Move organizations and departments
Drag a node in the tree to change its parent or its order, or use Move Department to set the parent and sort order explicitly. Moving is available when:
- the active structure view is selected
- the structure is not filtered by search
- batch mode is not enabled
- no other move or batch update is running
While the move is being saved the panel shows that the structure is updating; if it fails, the page keeps the previous structure and reports the failure. The initial organization cannot be re-parented.
Members of a node
The right panel lists the members of the selected organization or department:
| Operation | Description |
|---|---|
| Search Members | filters the list under the current node |
| View Member Details | click a member to open the detail card; the card shows employee ID, phone number, job title, join date, and the created and modified times, plus the other profile fields of the member form |
| Copy Member ID | click the member name in the detail card |
| Create Member | creates a member through the built-in member form |
| Edit Member | opens the member record from the list or the detail card |
| Refresh | reloads the members of the current node |
| Pagination | 10, 20, 50, or 100 members per page |
Empty state: the list says whether nothing matches the keyword or the node simply has no members yet.
Batch mode
Batch mode updates several structures and members at once. It needs the Adjust Organization Structure permission, so it is hidden for users without it.
- Click Batch Mode in the structure panel. The tree and the member list become checkable
- Select organizations, departments, or the visible members, or use Select All for the members of the current node
- Click Disable Selected or Enable Selected in the member top bar; the action applies to every selected organization, department, and member
- For selected enabled members, click Change Department, choose the target department, and confirm
- Click Batch Mode again to leave batch mode and clear the selection
Batch actions follow these rules:
| Rule | Description |
|---|---|
| Keep one enabled organization | the last enabled organization cannot be disabled |
| Keep one enabled department | the last enabled department cannot be disabled |
| Keep one enabled member | the last enabled member cannot be disabled |
| The initial structure cannot be disabled | the initial organization and the initial department cannot be disabled |
| The default member cannot be disabled | the default member cannot be disabled, but its department can be changed |
| Enable the parent first | an organization or department that still holds enabled members cannot be disabled; move or disable those members first |
| Enable the structure first | a member's organization must be enabled; when a department is assigned, that department must also be enabled |
Optional Department And Deletion
A member must belong to an organization, but its department is optional. Create members without a department or clear an existing assignment; the member remains in its organization and the profile department field is cleared too.
Use the tree's node action menu to delete an organization or department:
| Object | Deletion rule |
|---|---|
| Initial organization | Cannot be deleted |
| Other organizations | Can be deleted once child organizations, departments, members, and business or permission references are resolved |
| Initial and other departments | Can be deleted once child departments, assigned members including inactive members, and business or permission references are resolved |
Clear or change member department assignments before deleting their department. Deletion retains historical and audit data; restoring a profile record alone cannot restore a deleted organization or department. The rules for disabling initial structures above remain separate from deletion rules.
To use an external directory, see Enterprise Identity Plugins. Identifier binding alone does not change the internal structure; automatic synchronization must be enabled separately.
Organizations and Departments
The list page is the flat, filterable view of the same data. Open it with Organizations and Departments at the bottom of the structure panel, and use Back to Organization Structure to return.
The panel groups the lists by entity, each with an Enabled and a Disabled entry:
| List | Enabled / Disabled |
|---|---|
| Organization List | organizations by status |
| Department List | departments by status |
| Member List | members by status |
Search the list names with the search box above the menu, and select a list to load its records in the table.
Batch adjustments on this page, all requiring the Adjust Organization Structure permission:
| Action | Description |
|---|---|
| Make Independent Organization | moves the selected organizations out of their organization group; their departments and members keep their assignment |
| Adjust Department | re-assigns the selected departments; child departments and members follow the department |
| Adjust Member Department | moves the selected members to an enabled department; the member's organization follows the target department |
The page reports how many records each batch action changed, and lists the records it could not change (for example an organization that is already independent, or the initial organization).
Member card settings
Adjust Member Card in the header decides which member fields the member detail card shows:
| Operation | Description |
|---|---|
| Groups | create and rename groups; the card starts with Basic Information and Other Information |
| Add Fields | pick the member fields that belong to the selected group |
| Save | applies the card layout for everyone |
Permissions
| Page or action | Permission |
|---|---|
| Organization Profile | Organization Profile (system-organization.page) |
| Edit the profile | Edit (system-organization.page.edit) |
| Organization Structure and the list page | Organization Structure (system-organization-structure.page) |
| Node actions, drag and drop, batch mode, batch adjustments, member card settings | Adjust Organization Structure (system-organization-structure.page.adjust_organization_structure) |
Without the adjust permission the pages stay readable, but the tree actions, batch mode, the create/edit member actions, and the member card settings are hidden.