> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wingup.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Who belongs where

> Put each person in one unit or more, with a role in each, one by one, from a sheet, or from your identity system.

A person belongs to the units they work in. Belonging to a unit **is** the permission: the person sees the work of
that unit and of the units under it, in the role they hold there. There is no other switch.

* A person can belong to **several units**, with a **different role** in each. For example, a surgeon who works in
  Tel Aviv and in Haifa, or a manager in one branch who helps in another.
* A person in a unit also sees the **units under it**. The head of *Tel Aviv* sees the *Retina clinic* under it.
* The **owner** sees everything, always, and belongs to no unit.

## Before you start

You need the owner's account, and the people must be on your team first (**Settings → Team and roles → Invite**).
Only the owner puts people in units.

## From a unit's page

**1. Open the unit**

Go to **Settings → Organisation structure** and open the unit.

**2. Open People**

Open the **People** tab (or press the **People** card at the top).

**3. Add a person**

**Choose a person**, choose their **Role here** (or keep **Their business role**), and press **Add a person**.

**4. Mark the manager (optional)**

Press **Manages it** next to the person who manages the unit.

![The People tab of a unit with two people and the Add a person form](https://mintcdn.com/wing-up/DHo8Bt5FFhLuKa78/images/units/unit-people.png?fit=max\&auto=format\&n=DHo8Bt5FFhLuKa78\&q=85\&s=e0c6dd95e4982ae2d027541d433db15b)

The People tab of Tel Aviv: two people, one of them manages the unit.

## From the team screen

In **Settings → Team and roles**, each person shows their units as chips, with **Manages it** where they manage
one. A person with no unit shows **No unit**. As the owner, press **Units** under a person's name to add or remove
their units and their role in each.

![The team screen with a member who belongs to Haifa and manages it](https://mintcdn.com/wing-up/DHo8Bt5FFhLuKa78/images/units/team-units.png?fit=max\&auto=format\&n=DHo8Bt5FFhLuKa78\&q=85\&s=c56e9789fab99aae792f14965b62b4ac)

Team and roles: a person's units under their name, and the Units button.

## A whole team from a sheet

For a large team, import the people with their units.

**1. Prepare the sheet**

One row per person, with their name and details. Add a column **Unit** with each person's unit: its name, its
**Code in your systems**, or its path such as `Tel Aviv / Eye department`. Add an optional column
**Manages the unit** with *yes* for a unit's manager.

**2. Import it**

On the structure page, press **Import the team from a sheet**, choose the CSV file, and check which field each
column fills.

**3. Fix what does not match**

A unit name that matches no unit stops the import and names it. Add the unit or fix the name, and import again.

> [!NOTE]
>
> A sheet gives each person one unit. To put someone in a second unit, add it in the app after the import.

## From your identity system (SCIM)

If you manage people in Okta, Microsoft Entra ID or Google Workspace, its **groups** can become units:

* a new group becomes a **department** at the top of the structure (move it under its place in the app);
* its members are put in that unit;
* the group's external id is matched with the unit's **Code in your systems**;
* deleting a group makes its unit **inactive** and takes its people out of it. Nothing is deleted.

Set up SCIM under **Settings → Team and roles → Identity system (SCIM)**. The identity system never sets roles and
never invites people: invitations stay with you.

## When the walls go up

Until the first person is put in a unit, units are only labels and everyone sees everything, as before. From the
first assignment, each person sees only their own units.

> [!WARNING]
>
> Once the walls are up, a person with **no unit** sees only the shared tables (customers, products). Put everyone
> who works with requests and appointments in a unit. The **Who may see what** section of the structure page says
> how many people have no unit yet.

## Contact support

Write to [wingy@wingup.ai](mailto:wingy@wingup.ai).


## Related topics

- [Organisation structure](https://docs.wingup.ai/team/organisation-structure.md)
- [Setting up the structure](https://docs.wingup.ai/team/units-setup.md)
- [Who sees what](https://docs.wingup.ai/team/units-who-sees-what.md)
- [Faxes](https://docs.wingup.ai/phone/faxes.md)
- [Services and meetings](https://docs.wingup.ai/integrations/services-and-meetings.md)


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