Setting Up Organizational Units

Important: This feature is available only if Organizational Access Control is enabled for your account.

Use the Organization Management page to create and edit Organizational Units and levels.

To open the Organization Management page:

1. From the side navigation bar, select Account . (If you do not see the side navigation bar, click the icon.)
2. Select Organization management. (Not seeing this choice? Refer to the Account management changes topic.)

To create an organizational unit:

1. Click the name of the organizational unit for which to create the sub-organization, and click Add suborganization.

   The General Information dialog opens.

2. In Organization name, type the name for the organization.
3. Optionally, select the time zone from the Local time zone list.

   This is the time zone of the organization. The local time zone is used to show task due dates in the organization users' time zone.

4. Select the organization level from the Organization Level list.

   Organization levels are used for selecting the appropriate level within the organization structure, for example, states or stores.

5. To add an additional Audience Scoping Code, select the Add additional scoping code check box and type the Audience Scoping Code.
6. Click Save.

Next steps:

• Assign existing users to Organizational Units
• Create a user and assign Organizational Units

To edit an organizational unit:

You can change the organization name, local time zone, and organization level.

1. Select the unit to change, click and select Edit.
2. Make your changes and click Save.

Note: You can change the organization level of a unit only to levels higher than its children and lower than its parent.

To delete a an organizational unit:

Warning: Deleting an organizational unit also deletes its sub-organizations. When you delete an organizational unit, all reporting information for that unit is deleted as well. We recommend that you save any historical reports you need before deleting the organizational unit.

1. Select the organization, click , and select Delete.
2. Click Yes on the confirmation message.

To rename, add, or delete a level:

1. 1. Click Manage Levels.

   The Manage Levels dialog opens.

2. Click or and select the action you want.
3. Click Done.

Importing and exporting the organizational hierarchy

You can upload a CSV file that contains your organizational structure. To see the required format for the CSV file, click View sample .csv file format. To import the organizational structure, click Upload file.

You can export the following information about the organizational hierarchy to a CSV file:

• Action (shows whether a unit is added or deleted)
• Organization Name
• Parent Organization
• Level
• Local timezone
• Audience scoping code

Warning: If you export the organizational hierarchy, make changes, then re-import it, your changes overwrite existing data. This means that all assigned objects lose their organizational assignment. We recommend that you use import/export only if you do not have any objects assigned. Otherwise, you should make any changes directly in Oracle Responsys.

1. Click Configuration Settings.
2. On the Configuration Settings page, click Export.

Learn more

• Organizational Access and Targeting by Organization--Overview