Managing Organizations
Managing organizations involves keeping the organizational structure and details up-to-date to reflect any changes in your business. The ability to edit an organization allows administrators to update essential information such as the organization’s name, and associated departments or teams. Additionally, changes in the organizational hierarchy, such as changing the owner or the parent organization, can be easily managed through the edit function. This flexibility ensures that the organization’s structure remains accurate and aligned with its current operations, supporting effective management and communication across all levels.
Deleting an organization is another important aspect of management, typically used when an entity within the hierarchy is no longer active or relevant. Before deleting an organization, it’s crucial to consider the impact on linked data, such as associated employees, and sub-organizations. Careful management of deletions helps maintain data integrity and prevents accidental loss of important information. By providing robust tools for editing and deleting organizations, Ephanti enables businesses to efficiently manage their organizational structure, ensuring that it accurately reflects the company’s evolving needs and objectives.
How To Manage Organization
To edit organizational data, hover over the "Settings icon in the sidebar and select Organizations"
Check the checkbox next to the required organization, select "Edit" from the toolbar icons that appear on top-right.
A window appears where you can make the necessary changes and then click on "OK". You have successfully edited the organizational details.
To Delete an organization,
Check the checkbox icon next to the required organization, select "Delete" button from the toolbar section.
A Prompt appears asking you to confirm if you want to delete the selected organization.
Click on "Delete" button to delete the organization, or click on "Cancel" to abort your action.
The toolbar actions appear only after a checkbox is selected. If one checkbox is selected then "Edit" button appears. If more than one checkbox is checked then other toolbar opitons like "Delete" appear.