What is Organization?
Under Organization, you can build and manage your organizational structure in Woba Suite.
Here, you get a complete overview of how your organization is structured and can manage the departments, employees, and administrators associated with the organization.
You can also create segments if you want to group employees across the existing organizational structure.
How to find Organization
Log in to Woba Suite
Select Organization and Employees from the menu on the left
Select Organization
You will now see your organizational structure and can navigate between the different areas at the top of the page.
What can I see under Organization?
Organization is divided into five areas:
Your Organizational Chart
Departments
Employees
Administrators
Segments
Each area gives you different options for building and managing your organization.
Your Organizational Chart
Under Your Organizational Chart, you get a visual overview of how your organization is structured.
Here, you can see the organization’s departments and sub-departments and get a complete picture of the organizational structure.
Departments
Under Departments, you can view and manage the departments created in the organization.
Here, you can:
Create new departments
View and manage existing departments
Create sub-departments
Assign managers and administrators
Assign employees
Import and export departments
💡 Tip: Make sure your department structure reflects the actual organization so that employees, managers, and administrators can be assigned to the correct parts of the organization.
Employees
Under Employees, you get a complete overview of the employees in the organization.
Here, you can see information such as:
Name and email
Department
Direct manager
Administrator type
Segments
Status
You can also add new employees and import and export employee data.
Administrators
Under Administrators, you can manage the employees who have administrator access in Woba.
Here, you can see:
Who is an administrator
Administrator type
Which departments the administrator has access to
Which features the administrator has access to
Last login
You can also add new administrators and customize their access based on their role and responsibilities in the organization.
Segments
Under Segments, you can group employees across your standard organizational structure.
Segments can be used when you want to group specific employees without them necessarily belonging to the same department.
This allows you to organize employees based on other relevant groups or characteristics beyond the organization’s department structure.
💡 Tip: Use Departments to build your formal organizational structure and Segments to group employees across this structure.