Creating a Tentative Structure

You can create a tentative structure by duplicating the current structure.
The tentative structure is not applied to the current structure until you apply it to the current environment.
When a tentative structure exists, the following are disabled in the current environment:

  • Adding, changing, deleting, and reordering the current organizations
  • Importing file to add, update, delete the current organizations
Steps:
  1. Click the Administration menu icon (gear icon) in the header.

  2. Click "System settings".

  3. Select "Basic system administration" tab.

  4. Click Users.

  5. Click Tentative reorganization.

  6. On the Tentative reorganization screen, click Create.

    Tentative reorganization screen

    A message saying "The tentative structure is being created" is displayed.

  7. Wait a while and refresh the page.

  8. Confirm that "Organization / user settings" is displayed on the Tentative reorganization screen.>

    When you click "Organization/user Settings", the "Organization/user Settings" screen is displayed, allowing you to create organizations, change organizations, or assign organization members using a tentative structure.
    For details, see the "Managing Organizations and Members with a Tentative Structure" section.
    Image showing the link to set organizations/users