How do I create and manage units in Lemontaps?

In this help report, we will provide a detailed insight into the functionalities and management of units in Lemontaps. Units allow companies to group their employees by location, department or other criteria and assign individual settings and rights to these groups. A solid understanding of these concepts is critical to getting the most out of Lemontaps and improving internal organization.

TABLE OF CONTENTS

• Creating and assigning units in Lemontaps:
  • Step 1: Create units:
  • Step 2: Define unit admins:
• Difference between main unit/sub unit?
• What rights do unit admins have?
• How to set unit-specific settings?
• Removing a User from a Unit
• Conclusion

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Creating and assigning units in Lemontaps:

Step 1: Create units:

• Navigate to "Units" and select "Add unit".
• Assign a name for the unit.

• Click on "Add user" to create a new user manually.

• If the user already exists, navigate to "profiles".
• Select the user and click on "Assign unit" at the top.
• Select the main and secondary unit and click on "Save".

Step 2: Define unit admins:

• Navigate to "profiles".
• Select the desired user and click on the green pencil.
• A pop-up opens on the right-hand side.
• Navigate to "Account".
• Select the "Unit Admin" option.
• Alternatively, you can also assign the user to the main or secondary unit here.
• Click on "Save".

Difference between main unit/sub unit?

The distinction between the main unit and the sub-unit lies in the hierarchy of the organization.

Main unit:

• The main unit often represents the entire company and acts as the top level.
  
• The main unit is decisive for unit-specific settings.
• If, for example, separate profile designs are defined for all units, the main unit of an account decides on its profile design.

Sub unit:

• Sub units, on the other hand, are assigned to specific departments, teams or locations.
  
• Accounts can be assigned to several units.
• This means that further units can be defined in addition to the main unit. 

Unit settings:

• To assign users to multiple units, navigate to Settings > Unit settings
• When activated, users can differentiate between main and secondary units and be assigned to multiple units.

• When deactivated, users can only be assigned to one unit.

What rights do unit admins have?

• Unit admins can edit profiles in all units of which they are a member.
  
• They can manage profile data and editing rights within their assigned unit.
• Unit admins can customize the design of the unit to match the corporate design of the company.

How to set unit-specific settings?

Editing rights:

• Navigate to Settings > Profile Rights.
  
• Select the desired unit.
• Define the editing rights by specifying which data can be freely changed by employees and which can be changed centrally by administrators.
  
• You can choose between profile design, editing rights and translations.