Changing the Organisational Unit you are in
In the system, you will see what Org Unit you are logged into at the top of the page; this bar will be displayed at all times.
The Org Unit you are in relates to which records you can see, as each record relates back to a specific organisational unit.
E.g. If you are in the Evotix Org Unit with permissions to view records, you will be able to see all records which are for Evotix.
To change to a different Org Unit, simply click the Org Unit text.
A window will appear and show you a chart of your ‘Organisation Tree’, simply click the desired Org Unit and press Select. You will now be relocated to that Org Unit and see all records relating to the new area you are in if you have the correct permissions.
If a user goes to another area it doesn’t mean that they will automatically see records for this area, you can refuse people access to specific areas by managing their role permissions.
Note: See User Permissions articles for help on permissions.