Organization
Manage people, departments and roles for the workspace.
Organization contains Users, Departments and Roles. Use these to keep responsibility and access aligned with how the team works. A page’s availability can depend on both role permissions and enabled modules.
Workspace access. Pages and actions depend on your role and the modules enabled for your workspace. This guide describes CW release/1.0.1; your administrator can confirm the options available to your team.
Get started
Open Organization and review the relevant user, department or role. Check the intended permissions before saving and verify that the user can open the pages and actions required for their job.
Watch the walkthrough
Follow the actions in Connected Workers, then use the chapter sections in the progress bar to revisit a step. English subtitles are on by default; choose Hebrew in the captions settings.
The user flow
- Add or review the user.
- Choose workspace membership.
- Assign the department.
- Select an appropriate role.
- Review permitted pages and actions.
- Maintain access as duties change.
How the information moves
| Stage | Responsibility |
|---|---|
| 1 | Administrator change |
| 2 | Manage-user and role checks |
| 3 | User, department and role records |
| 4 | Permission evaluation |
| 5 | Allowed pages and actions |
| 6 | Scoped worker experience |
The diagram describes the logical path through the application. Saved records retain their workspace and relationships. Supported background processing and external synchronization can complete after the initial save.
Tips for better data and TAI context
- Use roles that match actual responsibilities.
- Keep department membership current.
- Review access when people change roles or leave.
Consistent equipment codes, precise location links and readable approved files help TAI retrieve the intended context. A saved record does not mean every attached file has finished indexing. See background indexing for the preparation process.
Check the result
Open the saved record or configuration again. Check its location, equipment links, status and visibility for the intended role. If information is missing, check scope and permissions before adding a duplicate.
Related guides
Connected Workers overview · TAI · Knowledge and search
For help with availability or setup, contact your workspace administrator or support@treedis.com.
