Sub-Organizations

Sub-Organizations Page

Sub-organizations allow you to create a hierarchical structure within DocBits to manage documents, users, and workflows across different departments, teams, or entities.

Key Benefits

• Structured Organization: Group users and documents by department, location, or business unit.

• Granular Permissions: Control which users can access documents in each sub-organization.

• Separate Workflows: Each sub-organization can have its own document processing rules and configurations.

• Reporting: Generate reports and analytics per sub-organization.

Sub-Organization List

The table displays all existing sub-organizations with:

Column	Description
Name	The name of the sub-organization.
Description	A brief description of the sub-organization's purpose.
Actions	Menu with options to edit or delete the sub-organization.

Use the Search bar to quickly find sub-organizations by name.

Creating a New Sub-Organization

1. Click the + New button in the top-right corner.

2. Enter a Name and optional Description.

3. Click Save to create the sub-organization.

Show Cross Organisation Option

When enabled (toggle at the top of the page), users can access documents across all sub-organizations from a single view.

How to Use Cross Sub-Organisations

1. Navigate to the Dashboard.

2. In the top-right corner, where sub-organizations can be switched, select Cross.

3. The page reloads, showing documents from all sub-organizations.

4. To return to a single sub-organization view, deselect the Cross option.

This is useful for administrators who need a centralized overview of all documents across the organization.