Organizational structure

The Organizational Structure module allows you to map the company hierarchy, create a tree of departments, and assign managers. Defining this structure is essential for automating permission assignments and generating accurate reports.

Creating a Department

1. Go to the Administration tab and select Users.
2. Go to the Organizational Structure tab.
3. Click the Add department button to create a new unit.
4. Enter the Name of the department (Mandatory).
5. Select a Manager for the department (Mandatory).
6. (Optional) Assign Employees to the department.
7. Click Save.

Hierarchy Logic

The structure is dynamic. The department’s position in the tree is automatically determined by the Manager’s supervisor. If you change a department’s manager, the entire department (including sub-departments) will move to align with the new manager’s place in the hierarchy.

Supervisor & Department

In FlexiProject, department membership is derived directly from the hierarchy. You do not assign a user to a department manually—the user inherits the department from their supervisor.

Assigning or Changing a Supervisor

1. Click a user’s row in the list to open the edit panel.
2. Click the Supervisor field (the Department field is read-only).
3. Select a person from the list:
   • If you select a current Department Manager (e.g., Sales), the user is automatically assigned to the Sales department.
   • If you select a person who is not yet a manager, the system will ask: “Do you want to create a new department for them?”.
4. Click Create department.
5. Enter the Name (the Manager field is pre-filled).
6. Save changes. The selected person becomes the manager of the new unit, and the user becomes their employee.

Removing a Supervisor

Removing the supervisor unassigns the user from their department, making them an “unassigned” employee.

Microsoft Entra ID Synchronization

If your system is integrated with Microsoft Entra ID, you can automate this process.

1. In the Organizational Structure tab, enable the Download structure automatically option.
2. The system will build the hierarchy based on the Manager ID field from Entra ID.

Note: Synced data overwrites manual changes for linked users.

Group-based import (release 2026.05)

The Entra ID synchronization configuration now accepts:

• The Tenant name of the Entra ID directory.
• A list of group IDs (separated by commas) used to scope which users and departments are imported. Leave the field empty to sync the full directory.

This complements the existing automatic department-hierarchy mapping — only the structure of the listed groups is created in the organization tree.