MOTAR
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Functional Organization Structure
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.

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.

  • Select the Link Superior Org icon 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.
  • Once the Superior Functional Organization is found in the list, select the Superior Functional Organization.
  • Select the Link icon 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.

  • Select the red X icon next to Link Pending for the Superior Functional Organization connection.
  • Select the red Cancel icon to complete the cancellation request.

  • Select the Green Checkmark next to Link Request for the Sub Functional Organization connection
  • Select the Approve icon to complete the approval of the Link Request
The Functional Organizations are now linked.
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On this page
Functional Organization Roles
Link to a Superior Functional Organization
Cancel Pending Superior Functional Organization Request
Approve Sub Functional Organization Link Request