Settings
Settings: Org Units and Users
The Org Units and Users tab in Workalizer Settings centralizes user and organizational unit management. You can view and filter users, assign users to org units, set roles (Admin, Manager, User), and activate or deactivate accounts. This guide describes the functionality of the Org Units/Users section.
Where to Find Org Units and Users
Go to /settings/ and open the Org Units/Users tab. Access is typically restricted to administrators.
Functionality
- View and filter users: See all users in the workspace and filter the list (e.g. by org unit, role, or status) to find specific people or groups.
- Organizational units: View and manage organizational units (teams, departments). Users can be assigned to one or more org units; this drives scope in reports (e.g. Performance Review, Work Patterns, Apps Usage) when you filter by org unit.
- Assign users to org units: Link each user to the appropriate org unit(s) so that reporting and access reflect your structure.
- Roles: Assign one of the supported roles (e.g. Admin, Manager, User) to control what each person can do in Workalizer (e.g. access to Settings, Performance Review, Doc Alerts). Tailor access so managers and admins have the right level of control.
- Activate or deactivate accounts: Enable or disable user accounts so that former or inactive users no longer have access while preserving historical data and org structure.
Centralized control here ensures that reporting (e.g. Performance Review, Work Patterns) and features like Document Alerts and Activity Labels align with your organization’s structure and permissions.
