elDoc provides advanced features for managing user profiles and configuring your organization's structure according to the roles and responsibilities defined within your company. Each user profile offers a comprehensive overview, including contact details and elements pertinent to social business. If you have admin rights in the elDoc system, you can view and modify the entire organizational structure of your company. This capability allows you to effectively manage the roles and relationships within your organization.
To begin, follow these steps:
Navigate to the Organization Structure Menu:
Access this menu by selecting Settings from the main menu panel.
Create a New Organizational Unit:
- Click on the Add button.
- Fill in all required information, including:
- Name of the Organizational Unit: Specify a clear and descriptive name.
- Parent Unit: Define the hierarchical relationship by selecting the parent unit.
- Head of the Unit: Assign a leader for the organizational unit.
- Description (optional): Provide any additional context or information.
- Assign Users: Select the users who will belong to this unit.
You have the flexibility to create an organizational structure that reflects both actual organizational units and the roles and groups needed for efficient document workflow automation. This adaptability ensures that your document management processes align seamlessly with your company’s operational needs.