Understanding Organization Structure

CLUE supports hierarchical organization structures to match how your company operates.

Hierarchy Levels

CLUE supports up to 3 levels of sub-organizations:

• Level 1 - Regions or major divisions
• Level 2 - Districts or departments
• Level 3 - Yards or local offices

Why Structure Matters

• Permissions - Limit user access to their division
• Reporting - Roll up data by region
• Dispatch - Assign resources within areas
• Billing - Track costs by division

Setting Up Structure

1. Go to Admin > Company Settings
2. Select Organization Structure
3. Click Add Sub-Organization
4. Name the division and set its level
5. Assign a parent organization if applicable

Assigning Users and Assets

After creating the structure:

• Edit user profiles to assign their home division
• Update assets with their owning division
• Set project locations within divisions

Tips

• Keep structure simple - only add levels you need
• Match your existing reporting structure
• Plan before implementing - changes affect permissions