Organisation structure

A business with more than one place, or with departments, sets up its organisation structure once. It stays one business, with one agent and one list of customers. Then:

Each person sees the work of their own place. A person who belongs to a branch or a department sees its meetings, tasks, calls and cases, and those of the units under it. They do not see the work of other units.
The agent answers for the right place. A call on a branch’s own number is answered for that branch, with its address, what it should say there, and who to transfer the caller to.
The app always says where you are. The sidebar shows your unit, every list says whose work it shows, and every task and appointment shows its unit.

A business with one place needs none of this, and nothing changes for it.

The organisation structure page with Haifa, Tel Aviv and the Retina clinic under Tel Aviv — Settings → Organisation structure: two branches and a clinic under Tel Aviv, each with its state.

Who it is for

The same structure fits very different businesses. Only the names and the depth change.

Business	Its structure	What the walls do
A chain of clinics or shops	Branches in several cities	A branch sees its own appointments and requests. A doctor who works in two branches belongs to both.
A hospital or a service centre	Site → department → clinic	Each clinic sees its own work. A call centre can book for all of them and open one record when it must.
An association or a regulator	National office → districts → committees	A committee’s cases are seen by that committee only, and by the office above it.

A unit is a branch, a department, a clinic, a site, a district, a committee or a team. A structure can be up to five levels deep.

The pages in this part

Setting up the structure

Add units, put them in a tree, and choose a manager for each one.

Who belongs where

Assign people to units one by one, from a sheet, or from your identity system.

Who sees what

The walls between units, and how the app shows them to each person.

Request access

Open one record of another unit with a reason, for four hours. For a call centre.

The agent in a unit

A phone line per unit, what the agent knows and does there, and where it books.

What is available today

You can	Where
Build a tree of units, up to five levels, each with a kind, an address, a phone, a code and a manager	Settings → Organisation structure
Put a person in one unit or more, with a different role in each, and mark who manages a unit	A unit’s People tab, or Settings → Team and roles
Bring the whole team at once from a sheet with a Unit column	Import the team from a sheet
Let your identity system (Okta, Microsoft Entra ID, Google Workspace) create units from its groups	SCIM, under Settings → Team and roles
Keep each unit’s meetings, tasks, calls and cases inside it, closed by default	Automatic, from the first assignment
Open a unit to the whole business	A unit’s Details tab
Choose which unit the lists show	The card at the top of the sidebar
Let a call centre open one record of another unit, with a reason, for four hours	A business role’s May request access to other units
Download who may see what, and review every access request	The structure page
Give a unit its own phone number, greeting, facts, rules and transfer number for the agent	A unit’s The agent here and Phone line tabs

What is not available yet

These are not part of the product today. Plan around them.

A calendar that belongs to a unit. Appointments carry their unit, and the agent books in the unit’s place, but each calendar is still the business’s calendar or a person’s own calendar. A calendar for a room, a device or a clinic’s agenda is not available yet. The same goes for hospital scheduling systems.
Insights by unit. The Insights page counts the whole business.
Automations by unit. An automation runs for the whole business. It cannot start only for one unit.
Knowledge per unit. A unit has its own facts and rules for the agent (see The agent in a unit), but the business’s knowledge base is shared by all units.
A WhatsApp number per unit. A unit can have its own phone line. WhatsApp stays one number for the business.
Unit managers who invite people. Only the owner invites people and changes the structure.
Changing the structure by talking to Wingy. Set it up on the structure page.

Contact support

Write to wingy@wingup.ai.

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