Organization Management Overview and Scenario Introduction

1. Organizational Management Overview

Organizational management encompasses Dept. and employee management, Contacts settings, Contacts Isolation, invitation review, employee device management, and multi-dimensional management.

• Dept. and Employee Management: The PaaS platform provides Dept. information management capabilities, including creating, editing, and deleting Dept. information, as well as establishing associations and hierarchical relationships between Departments. It also enables employee information management, covering basic details, job titles, and work statuses.

• Dept. Management: Through the PaaS platform, permissions can be assigned and managed for Departments, ensuring data and functional permission isolation between different Departments while supporting collaboration and information sharing.

• Contacts Settings: The PaaS platform offers Contacts functionality, including employee and Dept. Contacts, facilitating communication and collaboration among employees.

• Contacts Isolation: To protect the security of Contacts information across Departments, the PaaS platform supports Contacts Isolation settings, ensuring only authorized personnel can access specific Contacts data.

• Invitation Review: The platform may include an invitation review mechanism to ensure compliance and security when employees send invitations.

• Employee Device Management: The PaaS platform supports employee device management, including binding/unbinding devices (e.g., PCs, mobile devices) and managing device permissions.

• Multi-Dimensional Management: The platform enables multi-dimensional management, allowing organizations to analyze and manage their structure by Dept., region, business line, etc., helping businesses better understand their organizational status and make informed decisions.

2. Org Structure Scenarios

Org Structure management is a critical scenario that helps organizations effectively manage personnel, Roles, and permissions, fostering team collaboration and project management. Below are common scenarios:

• User and Permission Management: Supports creating user accounts with varying permission levels and Roles. This ensures controlled access to platform resources and functions, safeguarding data security and privacy.

• Dept. and User Group Management: Enables organizations to create and manage teams and Departments. Employees can be assigned to specific Departments or user groups for streamlined collaboration and project management, with independent permissions and resource access controls for each team.

• Role and Responsibility Assignment: Allows defining and assigning different Roles and responsibilities (e.g., Admin, Sales Manager, Finance Manager) with distinct permissions and scopes to ensure operational compliance and security.

• Audit Logs and Operation Records: Provides audit logs and operation records to track user actions and system events, facilitating internal activity monitoring and compliance assurance.

• Automated Workflows and Approval Processes: Supports designing and executing custom workflows to enhance team collaboration and project management efficiency.

The Org Structure management features offer robust tools to build flexible, efficient organizational frameworks, ensuring smooth team collaboration and project execution.