Skip to main content
The screenshots in this manual show the Japanese version of each screen.

Create and Edit Organization Information

This page describes how to create organization information and change organization names and hierarchy.

Create organization information​

  1. Click SETTING → Organization.
  2. Click the icon below to open the organization information input screen.
  3. On the organization information input screen, enter the required information and save it.

    Input items (items marked with ★ are required)
Organization InformationDescription
Organization ID★An ID that uniquely identifies the organization
Examples: BizMobile, sales01, group01
Organization Name★The name of the organization (the name displayed in the admin console)
Examples: Headquarters, Sales Department, Group 1
Parent OrganizationShows the parent organization
Example: To divide departments within the Headquarters organization:
(Parent) organization: Headquarters; (child) organizations under it: Sales Department, Development Department
UserIf users have been created, select the users you want to assign to this organization
  1. The organization has been added. Add more organizations as needed.
  2. Add a (child) organization under the Headquarters organization you added above.

    Click the plus-icon icon, enter the required information on the organization information input screen that opens, and save.
  3. The (child) organization has been added. Add more organizations as needed.

    To add a (child) organization under Sales Department, repeat the procedure from step 5.

Edit organization information​

Click the organization you want to work with, and then click the appropriate icon from the following list.

Icon 

plus-icon

Creates an organization. You can specify the organization ID (required), organization name (required), parent organization, and users who belong to it.

org-plus-icon

Selects the operators who belong to the organization.

Note: Use this only when you restrict operator access by organization.

detail-icon

Views organization information. Shows the organization ID, organization name, parent organization, and number of users who belong to it.

edit-icon

Edits organization information. You can specify the organization ID (required), organization name (required), parent organization, and users who belong to it.

delete-icon

Deletes organization information. However, you cannot delete it in the following cases.

  • Users exist in the organization
    In this case, click the edit-icon icon and remove the selected users from User.
  • Child organizations exist under the organization
    In this case, delete the (child) organizations first.

up-icon

down-icon

right-icon

left-icon

Changes the hierarchy and order of organizations.

To change the hierarchy of an organization, click right-iconleft-icon.
Example: To move the (child) organization Sales Department to the same level as the (parent) organization, click the left-icon icon for Sales Department.
To make Sales Department a (child) organization again, click the right-icon icon for Sales Department.

To change the order of organizations, click up-icondown-icon.