Organisation MainGroup

Create or Edit Main Group

In this view you can create main groups or edit main group settings. This is where you define the number of levels in your organization and also some important settings regarding the AD/HR integration if you have the connector. You can also manage the surcharge setting for calls and services in this view, if applicable.

How to - Create Main Group

1. Click add in the Main groups view

   • The New main group view opens

2. Enter a name
3. Enter an address e.g. for invoicing
4. Add a description
5. Enter the underlying text, i.e. the text to be included in reports
6. Enter the surcharge percentage (positive for surcharge or negative for discount) for the main group

   • The surcharge will be added to costs for traffic and services in reports and invoicing

7. Select related node for MEX

   • Is used if there are more than one node handling MEX mobiles

8. To mark the group as the default group, check default main group

   • There can be only one default group at any given time

9. To hide the main group from selections, uncheck show in report selection

   • The main group will not be selectable in reports, imports, and exports
   • Note: This box is shown for system admin users only

10. Click save

How to - Edit Main Group

1. Click on the name of the group you want to edit in the Main groups view

   • The view edit main group is shown

2. Change the appropriate fields according to the description above
3. Click save

How to - Delete Main Group

1. Check the box for each main group you want to delete
2. Click the icon to open the action menu in the toolbar above the table, and select delete

   • The main group is immediately deleted

Note: The main group can only be deleted if there are no underlying organization groups

How to - Manage Organization Levels

1. Click on the name of the group you want to edit in the Main groups view

   • The view edit main group is shown

2. Show the Manage organization levels section by clicking expand
3. To add a new organization level
   1. Click add
   2. Enter a name for the organization level
   3. Click save
4. To edit an existing level:
   1. Click edit on that row
   2. Edit the name of the organization level
   3. Click save
5. To delete a level:
   1. Click delete on that row

      • Only organization levels that don't contain any organization groups can be deleted

How to - Set up Integrations with External Systems

If there is an AD/HR integration for this main group, you need to set the following parameters to be able to set up and update the organization structure automatically via the AD/HR integration.

1. Show the Settings for integrations with external systems section by clicking expand
2. Define in what organization group to place the following objects that are imported:

   • Default organization group - This is where objects are placed if no other organization group is defined
   • Organization group for new objects - This is where new objects are placed
   • Organization group for missing objects - This is the group to which existing objects are moved when they are no longer included in the integration

3. Define the number of levels to be imported:

   • No. of levels to be imported - Defines how many organization levels that are included in the import file

     • If the top part of the organization structure doesn't change, you can choose to only import e.g. the two lowest levels, i.e. the objects and the cost centers

How to - Set up Aggregation Time Zone and Start Time

1. Show the Aggregation section by clicking expand
2. Select time zone offset in the dropdown list
3. Select a start time for the aggregation in start at

   • The aggregation for the main group will start at the selected start time in the selected time zone