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.
â 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.
Managers and organisation units
A Manager looks after the users, enrolments and bookings in the organisation units assigned to them. You assign units when you give a user the Manager role. For more on this, see Editing users.
When you tick a unit, its child units are ticked too. Units you add later aren't included automatically - assign them to the Manager too.
On the Organisation units page, each unit with Managers shows how many it has, for example 2 managers.
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.
âšī¸ Note: Adding users to a group in bulk doesn't trigger that group's auto-enrolments.
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 together to classify users across many areas of the business. This helps administrators make informed decisions for enrolments or reporting.
Related articles
Organisation unit articles:
- Create a new organisation unit
- Assigning a user to an organisation unit
- Creating auto-enrolments
- Creating workflows (automatic re-enrolments)
Group articles: