How to Manage Functional Organizations

Functional Organization Structure allows units to create and display a hierarchy of Functional Organizations through linking.

A Functional Organization can request to connect to a superior Functional Organization.

• The Superior Functional Organization Admin will receive a MOTAR notification and has permission to approve connection requests received from lower Functional Organizations.

  • In addition to receiving Functional Organization connection request notifications, Functional Organization Admin will receive notifications for accepted connections, rejected connections, Functional Organization unlinks,

• While waiting for approval, the requesting Functional Organization Admin can choose to cancel the connection.

Functional Organization Roles

Role	Members Tab Rules	Structure Tab Roles	Chip Display	Chip Holder Rules	Insights Access
Member	Can View and Search Members	Can View Functional Org Cards	Member Chip Display	If an admin adds a new member, that user is granted the Member Role. User can be a member of 1 functional org ONLY.	No Access
Admin	Can View and Search Members Can Add and Remove Members Can Add and Remove Roles	Can View Functional Org Cards Can select to Access member's Page Can Edit the Functional Org Details Can Link Superior Functional Org	Functional Org Admin Chip Display	The creator of the functional org is given the admin role upon functional org creation. Functional org can have multiple admin users. Admin role can be taken from user as long as their is more than 1 admin or external admin. If there is only 1 admin, they cannot be removed from the functional org .	No Access
External Admin	Can View and Search Members Can Add and Remove Members Can Add and Remove Roles	Can View Functional Org Cards Can Select to Access Member's Page Can Edit the Functional Org Details Can Link Superior Functional Org	External Admin Chip Display	Functional org admin can add external admin. Functional org can have multiple admin users. External admin users cannot hold any other role in the same functional org. External admin users can be removed from the functional org if there is another admin or external admin.	No Access
Leader	Can View and Search Members	Can View Functional Org Cards Can Access Member's Page	Leader Chip Display	Functional org can have 1 leader ONLY. If a user is already assigned the leader role and another user is assigned the leader role, the first user will lose the leader role.	Can access members of assigned functional org Can access members of sub functional orgs
UTM	Can View and Search Members	Can View Functional Org Cards Can Select to Access Member's Page	UTM Chip Display	UTM role can be added and removed from users as needed.	If an admin adds a new member, that user is granted the Member Role. User can be a member of 1 Org ONLY.

Link to a Superior Functional Organization

Select the LINK SUPERIOR ORG button on the Functional Organization Structure page.

Type a portion of the name or the full name of the Superior Functional Organization in the search bar of the Link an Organization Below window to populate results. Once the Superior Functional Organization is found in the list, select it.

Select the LINK button to submit the connection request to the Superior Functional Organization.

The connection to the Superior Functional Organization now displays as LINK PENDING until the Admin of the Superior Functional Organization approves the connection request.

Cancel Pending Superior Functional Organization Request

Select the red X icon next to Link Pending for the Superior Functional Organization connection.

Select the red CANCEL button to complete the cancellation request.

Approve Sub Functional Organization Link Request

Select the Green Checkmark icon next to LINK REQUEST for the Sub Functional Organization connection

Select the APPROVE button to complete the approval of the Link Request

The Functional Organizations are now linked.

Links can be removed after approval by CLICKING the Chainlink icon between the two organizations and SELECTING the YES, UNLINK button.