Mirror Your Real-World Structure
Set up your organizational chart to reflect how you’d logically assign form access in your company. This could align with:
- Departments (e.g., Payroll, HR, Finance)
- Teams or Roles (e.g., Field Supervisors, AP Reviewers)
- Locations or Divisions (e.g., Houston Office, East Coast Ops)
Think of each organization as a bucket that holds users and the resources (forms, dashboards, permissions) they need.
Assign Forms to Organizations
Forms should be assigned to the organization(s) that need access to them. For example:
- Forms relevant to Payroll are assigned to the Payroll organization.
- A field report might be shared across Operations and Safety organizations.
This ensures that when a user is added to an organization, they automatically inherit access to the relevant forms and permissions.
Simplify User Onboarding
By organizing your chart logically:
- New hires can be quickly onboarded by adding them to the appropriate org(s).
- They automatically receive all the forms, dashboards, and access relevant to their role—no manual setup.
Use Organizational Security for Sensitive Data
Organizations can also define security and visibility settings on a form-by-form or even question-by-question basis. Example:
- A form may include internal notes intended only for Payroll.
- You can restrict visibility so only users in the Payroll org can view those questions, even if others fill out the rest of the form.
Summary of Setup Tips
- Design your org chart based on access needs.
- Assign forms to the orgs that use them.
- Use org membership to drive permissions and visibility.
- Keep it as simple as possible, but allow for layering when needed.