Roles & Teams and Structure: one tab strip and pop-outs
People, roles and teams open in side panels; Levels is a tree; preset level names are on offer.
- Roles & Teams and Administration > Structure share one tab strip. What a role allows is edited in Structure (Edit roles in Structure).
- Clicking a person opens a side panel with their roles and teams; add or remove them there. Clicking a role chip shows what the role allows and who holds it. Clicking a team opens its roster.
- Levels is a tier strip (Organization, the levels in use, then groups) above a tree of units. A location is added only with Add location.
- Use <preset>'s level names previews every rename. It is applied only when somebody who manages members presses it, and Undo restores the previous names.
- Lines & navigation draws roles as a reporting tree; a role opens its details in a pop-out.
- Administration > Structure > Divisions & teams keeps its editor in Settings, with a note that the same divisions and teams are also arranged in Organization > Structure. The Settings mode / Map mode switch is there too.
Note
This applies where your workspace has the latest organization tools switched on. Where they are off, everything works as it did before.
Still stuck? Open a support ticket and we'll help you out - tracked right inside Navalo.