Organization Units Management

The Organization Units module provides a hierarchical way to structure and organize users and entities within the system. It enables administrators to manage access, roles, and members based on specific organizational branches or departments.

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SPS Customizations

Below are the specific workflows and functionalities built into the Organization Units module.

1. Organization Units Interface

The primary view is divided into an organizational tree and a details panel:

• Organization Tree (Left Panel):
  • Add Root Unit: A primary action button (+ Add root unit) allowing administrators to create a new top-level organization unit.
  • Tree View: A hierarchical display of existing organization units. Users can interact with this tree to select a specific unit (e.g., a folder representing a department or branch) to view its details.
• Details Panel (Right Panel):
  • Members Tab: Displays the users assigned to the selected organization unit. This interface typically allows administrators to add or remove members from the unit.
  • Roles Tab: Displays the roles associated with the selected organization unit, facilitating role-based access control and consistent permission management across the unit.

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Developer Reference

Core Backend Components

• Entities: The data model is driven by a core entity (typically OrganizationUnit) that manages hierarchical relationships, maintaining properties such as ParentId, Code, and DisplayName.
• Application Services: The associated application service manages data retrieval, creation, deletion, and the assignment of members and roles to specific units within the organizational tree.