1. Department Management
Administrators can manage departmental organizational structures in "System Management - Organization Structure Management - Departments & Employees".
- Whole Group: It is the default top-level node of the department structure, representing the highest-level department. The department name can be modified.
- Department: You can create new sub-departments under "All Group". The person in charge of the upper-level department can see all the data of the lower-level department.
- Department Leader: Each department can be configured with a department leader, who has read and write permissions for the business data of the department.
- Department Assistant: Each department can be configured with multiple department assistants, and the department assistants also have read and write permissions for the department's business data.
- Department Work Observers: Except for the top-level department, each department can configure multiple work observers, and the work observers have the permission to view the work circle of the department.
- "System Management - Organization Structure Management - Department Management" provides a non-hierarchical department list display mode, provides quick screening of departments and batch setting of department leaders and department assistants.
2. Multi-organization Management
For the complex organization structure management needs of medium and large enterprises, ShareCRM provides optional multi-organization structure functions. Organization represents a higher-level management structure above the departmental level, and can be used for branch companies, business divisions or factories of group enterprises. Administrators can enable the multi-organization function in "System Management - Enterprise Settings - Multi-Organization Settings".
- After multi-organization is enabled, the default top-level group-wide department is automatically upgraded to an organization.
- Data rights management also supports setting data rights by organization.
- Sub-organizations or sub-departments can be created under the organization, but no organization can be created under the department.
- No new personnel can be created under the organization, only the new personnel can be created under the department.
- Once multi-organization is turned on, it cannot be turned off.
