User structures

User structures are used to show people the intended structure of the organisation. This formal organisation can be used to reflect the structure of the company. You can use them as simple organisational charts, but you can also use the User structure to manage group membership and role membership.

Using a user structure you can create a group within a group. For example, within the Development group, there are three sub-groups of Documentation, Testing and Programming. You can also do this by dragging groups onto other groups on the User Management tree.

To create a user structure:

1. In the Administration component, expand the User Management tree.
2. Select the Structures folder, then on the Actions list, click New Structure.
   The Structure window appears.
3. Complete the relevant information, then click .
   You can now add items onto your structure.
4. On the User Management tree, select the new structure, then on the Actions list, click Modify Structure Diagram.
5. Expand the User Management tree to locate the user or group that you want to add to the structure, then drag it onto the diagram workspace.
6. Repeat as required.
   When you have added all of the required users and groups and roles, you then need to link these items together.

If you have already linked items together using the User Management tree, then these links are automatically drawn on the structure diagram.

7. Select the starting item.
   A green box is drawn to highlight the selected item.
8. Position the mouse pointer over the item.
   The mouse pointer changes to a hand.
9. Click and drag onto the item that you want to link it to.
   A line is drawn connecting the two items.
10. Release the mouse.
    The Group Membership window appears.

If you have already linked the two items together using either the User Management tree or the relevant User, Group or Role windows, then the Group Membership window does not appear, and the link between the two items is automatically drawn on the structure diagram.

If you remove a link between two items on the diagram, you remove that link. It does not just remove the arrow on the drawing, it removes the link between the two items. To remove a link between items, select it on the diagram, then on the Actions list, click Delete Relationship.

11. Complete the relevant information, then click OK.
12. Repeat as required for your organisational structure, then click .

You can choose to hide or display sub-groups on the user structure diagram by selecting the relevant option on the Actions list.