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Manage Org Unit Hierarchy

Eptura Knowledge Center

Manage Org Unit Hierarchy

Let us guide you through how to manually update the org unit hierarchy.

Level: System Administrator

Bulk Import or Manual Update

Important Notes

Check with your System Administrator before completing manually updates such as add, edit, or delete as there could be an existing SFTP setup for the Org Unit ImportFor more details on the import, refer to Org Unit Import.

Also, when you make manual changes to the Org Units such as color changes, custom name changes, or structure changes, these are recorded in the Org Unit Changes screen. The order in which the changes display in the list is the order that they are processed each time an Org Unit Import runs, so these are effectively a way of making custom changes over the top of the Org Unit Import to fix up things that may not be quite right with the import. If you decide you do not want the change you can delete it from the list. 

Other manually updates can be completed, such as:

  • add, edit, or delete Org Units
  • change the Org Unit Color
  • apply a tag on the Org Unit Hierarchy

Orphan Org Units

Some Org Unit Hierarchy changes often result in the creation of Orphan Org Units, which must be managed by the System Administrator, learn more in Manage Orphan Org Units.

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