User permissions will determine what options are available to you on the left-hand side of the navigation. To access this functionality, you must have the Organisation Administrator permission.

Please note, only Once For All customers with a Buyer subscription will be able to create new Organisation Units.

Organisation Units act in a similar way to Offices – you can use these to divide your organisation into different departments easily.

To create an Organisation Unit, click the “Admin” option in the menu on the left.

The first page you will see is “Organisation Units”. Here you can see how the organisation is divided. By default, every account on the platform will have one organisation unit.

To create a new unit, click “Create Org. Unit” at the top, or “Add Unit” when hovering over an existing unit.

Now enter the unit name, and where in the hierarchy this unit falls – if it is under a different unit, select this from the list.

After you have created the new unit, you can add users into it with “Manage Users”.

Add multiple users by clicking the toggle on – you can use the search bar to find users quickly too.