Manage organization structure

Here are the different ways you can manage organization structure.

Create or import the organization structure. Each node is identified with a unique Organization ID. The Organization ID cannot be changed after it has been imported or created, and it is recommended that it is no more than 5-10 characters long.

The organization structure and its nodes can be edited after they have been imported or created. However, the top level in the organization cannot be deleted and the Organization ID cannot be changed once set. If a new structure is imported, it replaces the existing structure. Note that, if you import a new organization structure, the Organization ID of the top level in the organization must be the same as the existing top level.

You can create the organization structure either by directly creating nodes, or by importing the organization tree data using the template file format.

Create organization structure

You can create an organization structure by adding nodes to the organization structure tree.

  1. On the Snow Atlas settings menu, under Account select Organization structure.

  2. Select Create organization structure.

  3. Enter a unique identifier for the Organization ID. It is recommended that the Organization ID is no more than 5-10 characters long.

    Note

    The Organization ID cannot be changed later.

  4. Enter an Organization Name.

    Note

    The Organization name appears in the organization structure and can be changed later.

  5. Select Create.

    For more information on how to add nodes to your organization structure, see Add nodes to the organization structure or edit nodes.

Create organization structure using the template

To create an organization structure, you can download a template in CSV format, that you then import.

  1. On the Snow Atlas settings menu, under Account select Organization structure.

  2. Select Download template.

    Note

    If you are not creating an organization structure for the first time, on the Organization structure page, you can select the three dots at the top right, and then select Download template.

  3. In the CSV file, enter comma separated values for each header:

    Header

    Value required

    OrganizationID

    Enter a unique identifier for the organization. The organization ID cannot be changed later, and it is recommended that it is no more than 5-10 characters long.

    This value is mandatory.

    ParentID

    Enter the Organization ID for the parent organization.

    Only the top level in the organization has no Parent ID. For all other nodes, this value is mandatory.

    IsLegal

    Indicate if the organization is a legal entity. Enter yes or no.

    This value is mandatory.

    OrganizationName

    Enter a name for the organization. This name appears in the organization tree.

    This value is mandatory.

  4. Save your file.

  5. Import your organization structure.

    For more information, see Import organization structure.

Import organization structure

You can download a template in CSV format to import the organization structure. If you want to import a new organization structure, export the existing organization structure and edit the file. It is recommended that the CSV file is a maximum of 500 KB.

Note

If you import a new organization structure to replace an existing one, you cannot change the existing IDs or Organization IDs in the CSV file. A change to an existing ID or Organization ID results in the removal of that node from the structure and assignments to that node can be lost. You can change the Parent ID, but be aware that assignments to the node can be affected.

  1. Prepare the file with the organization structure.

  2. On the Organization structure page, select Import organization.

  3. In the Import organization structure dialog, drag and drop or browse to your file.

  4. Select Import.

Add nodes to the organization structure or edit nodes

  1. On the Organization structure page, add a new node or edit an existing node:

    • To add a new node, select Add new node on the Actions menu.

      The New node dialog box appears.

    • To edit an existing node, select Edit node on the Actions menu.

  2. In Edit node, select the Parent node.

  3. Enter an Organization ID for the node. It is recommended that the Organization ID is no more than 5-10 characters long.

    Note

    The Organization ID is a unique identifier of the node and cannot be changed later.

  4. Enter an Organization name for the node.

    Note

    The Organization name will be displayed in the organization structure and can be changed later.

  5. Optionally, select This node is a legal entity.

    Note

    The top level of the company is normally registered as the legal organization; that is, the legal entity that owns the software and hardware assets. If the organization has multiple legal entities, there can be multiple legal organization nodes.

  6. Select Add node.

Delete node

  1. On the Organization structure page and on the Actions menu for the node that you want to delete, select Delete node.

    The Delete node dialog box appears.

    Note

    The top level node in the organization structure cannot be deleted.

  2. Select Delete.

    The node and all its subnodes are deleted.

Export organization structure

  • On the Organization structure page, select Export organization.

    The organization structure is downloaded as a CSV file.

Find nodes in the organization structure

  • On the Organization structure page, start typing search criteria in the Search organization box.

    The organization structure is filtered as you type.