You can categorize your users by organization.  Each user can belong to a specific department of a specific organization.  This will ultimately help streamline your process participants when your user list starts to grow.

To manage your organization, click on Setup Organization Chart in the Setup Users menu.

Figure 1: Setup Users - Setup Organization Chart


  • A Department belongs to only one Organization.
  • A Department may contain sub-departments.
  • A user can only be tied to one department.

Figure 1: Department listing in an Organization


Grade is another useful attribute to distinguish/assign to user.

  • A grade belongs to only one organization.
  • A user can only be tied to one grade.

Figure 1: Grade listing under an Organization