Organisation units and groups are how you sort and organise users within Form LMS. They are not mandatory, but they offer useful features for administrators.
✅ Before you start: You need the Site admin or Admin role.
When you invite users to your workspace, either individually or in bulk, you can allocate them to an organisation unit or group (or both).
Organisation units and groups are separate entities but work in a similar way. You can assign auto-enrolment targets and workflows to both. Learn more about auto-enrolments and workflows.
Organisation units
Organisation units are tiered. They reflect the structure of your organisation as a tree, with departments containing teams. Each branch can have up to 6 tiers. You can only assign a user to one organisation unit.
In the example below, departments and teams are all organisation units.
Groups
Groups are flat. They are not tiered and do not branch out. A user can be a member of multiple groups. Groups can be used with or without organisation units.
For large organisations, groups work alongside organisation units to map users across the business. For example, organisation units identify users by department, while groups identify users by role.
The flexibility of organisation units and groups means they scale to any organisation. Smaller organisations might only need either organisation units or groups for a quick setup. Larger organisations may use both organisation units and groups together to classify users across many areas of the business, helping administrators make informed decisions for enrolments or reporting.
To get started, see the articles below.
Organisation unit articles:
- Create a new organisation unit
- Assigning a user to an organisation unit
- Creating workflows (automatic re-enrolments)
Group articles: