Adding and deleting OUs

You can create up to three levels of Organizational Units (OU). After the OU is created, you can edit the organization details, move the OU or delete it.

To create an Organizational Unit:

1. In the navigation menu, hover over the Organization name and click the gear icon.

   

2. Click Add a SubOU. The Add a SubOU to <org_name> dialog opens.
3. Enter the OU Name and OU Description, then click Confirm. The unit is added to the organization.

   

To bulk upload the organization structure:

1. In the navigation menu, hover over the Organization name and click the gear icon.

   

2. Click Add a SubOU. The Add a SubOU to <org_name> dialog opens.
3. Select Upload Organization Structure.

   

4. Select file template to download the template file.
5. Complete the template with your organization's information and save it.
6. Select Organization Structure File Upload. The File Explorer opens.
7. Select the file you want to upload and click Open.
8. Click Confirm.

To move an Organizational Unit:

1. Hover over the OU name and click the gear icon.
2. Click Move OU. The Move <OU_name> dialog opens.
3. Click Select next to the folder you want to move the OU.

   

To delete an Organizational Unit:

You cannot delete an OU if it contains accounts. You cannot restore an OU after it is deleted.

1. Hover over the OU name and click the gear icon.
2. Click Delete OU. The Confirm to delete this organizational unit dialog opens.
3. Accept the terms of the deletion and click Confirm.

   

To edit an Organization's details:

1. Hover over the Organization name and click the gear icon.
2. Click Edit Organization or Edit OU. The Edit <OU_name> dialog opens.
3. Update the OU Name and OU Description, and click Confirm.