How Departments, Teams, Users, and Permissions Relate
Audience: front-end end users
Relationship diagram
Project (tenant)
└── Membership (the “user” in User Management)
├── can join multiple departments (OrgUnit); one can be the primary department
├── can join multiple teams (independent from departments)
└── can be given a Role
├── navigation menu permissions (which sidebar modules they see)
└── resource action permissions (view / edit / delete on a data type)
Concepts
| Concept | UI entry | Description |
|---|---|---|
| Department | Department Management | Tree organization; can have a parent department and department admins |
| Team | Team Management | Flat collaboration unit; can set type (project team / committee / working group) and temporary team |
| User / member | User Management | Membership in this project; not the global registered-account list |
| Permission / role | Permission Management | Create roles first, then assign roles to members |
Two easy mix-ups
- The Department text field on a user card is not the same as the organization department (OrgUnit). For org assignment, use Add to department / Set primary department.
- Department admin / Team admin roles usually also need a scope (which departments including children, which teams). Choose the scope when assigning the role, as the UI prompts.
Suggested order
- Set up departments (then teams if needed)
- Invite friends into the project, or Add user in User Management
- In User Management, complete assignment and roles (skip if you already chose department / role when adding)
- In Permission Management, maintain reusable role templates