How to manage your organization? - MingSaaS | MingSaaS
               

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How to manage your organization?

icon  How to setup org-chart on DingTalk?
icon  How to create department group?
icon  What is internal group?
icon  How to set sub-administrator?
icon  How to verify your company?
icon  How to set up role?
icon How to setup org-chart on DingTalk?
Step 1:  How to create departments?
Open “Contacts” – Click “My Organization”
Click “Edit” button at the top right corner – Click “Add Sub-department” at the bottom right corner
Input the “Department name” and Choose the “Superior Department” – Click “COMPLETE” at the top right corner and it is done.
Step 2: How to setup department manager?
Open “Contacts” – Click “My Organization”
Enter the department which you want to set – Click “Edit” at the top right corner.
Select “Admin(s)”– Choose the manager. Note: Only people who are already in this department can be set as “Manager”
Click “Edit” at the bottom right corner.
Step 3:  How to move employees into other departments
Open “Contacts” – Click “My Organization”
Go to the department in which the employees you want to move – Click “Edit” button on the top right corner.
Click “Batch Move Employees” – Choose the members and click “OK” at the top right corner
Choose the department you want to move – Click “OK” at the top right corner – Done
How to create department group?
Open “Contacts” – Click “My Organization”
Enter the department which you want to set – Click “Edit” at the top right corner.
Click “Edit” at the bottom right corner.
Click Group Chat if it is “not created yet” – Turn on “Include sub-department employees” if needed.
(Once turned on, the department group will contain all employees under this department, including sub-departments)
Click “COMPLETE” at the top right corner, and it is done.
icon How to create department group?
Open “Contacts” – Click “My Organization”
Enter the department which you want to set – Click “Edit” at the top right corner.
Click “Edit” at the bottom right corner.
Click Group Chat if it is “not created yet” – Turn on “Include sub-department employees” if needed.
(Once turned on, the department group will contain all employees under this department, including sub-departments)
Click “COMPLETE” at the top right corner, and it is done.
icon  What is internal group?
Only employees in your company can join the internal group. Once an employee leaves the organization, they will be removed automatically from all internal groups.
Two types of internal groups:
Department group
A department group is automatically created by DingTalk. Under this, only employees within a department can join, once they change their department, they will be removed from the department group automatically. The yellow tie represents department group.
Internal group
The group admin can chose to create an internal group. Internal groups can only be joined by employees inside your organization. The blue tie represents internal group.
icon  How to set sub-administrator?
What is sub-administrator?
Main administrators can setup multiple sub-administrators with restricted access, so that the sub-admins can manage org-chart, attendance, approvals etc.
Open “Contacts” – Click settings button of the organization.
Scroll down and click “Administrator Settings”
Click “Set Sub-administrator” – Click “Add” button at the top right corner
Fill in the details and set sub-administrator
Click “Members” – Choose the one you want – Click “OK”
Click “Scope” – Choose the scope you want to set.
Click “Assign Permissions” – Select the permissions you want to grant.
Click “Save” and it is done.
icon How to verify your company?
Open “Contacts” – Click settings button of the organization.
Scroll down and click “Enterprise Verification”
Fill in the details and upload the scanned version of the company certificates and click “Submit”
DingTalk Services Team will review it in five days. You can check the review status here.
icon  How to set up roles?
We only support to set up roles on dashboard.
Please visit “http://oa.dingtalk.com” and try.
Why we need to set up roles?
Set up roles to help you make the approval workflow more organized

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