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You set up the structure once, under Settings → Organisation structure. Each unit is a row in a tree, with its kind, its people and its state.

Before you start

You need the owner’s account. Only the owner adds units and changes where a unit sits, whether it is open, its manager and its code.

Adding units

1

Open the structure

In the WingUp app, go to Settings → Organisation structure. As the owner, you can also press Organisation structure in the card at the top of the sidebar.
2

Add a unit

Press Add a unit. Give it a Name, a Kind (branch, department, clinic, site, district, committee or team), say what it is Part of, and its City. Press Add.
3

Add the units under it

Open a unit and press Add under it. For example: Tel Aviv → Eye department → Retina clinic. A unit includes everything under it.
The Add a unit sheet with name, kind, part of and city

Add a unit: its name, kind, the unit it is part of, and its city.

The structure page

Each row of the tree shows:
  • the unit’s name, kind, city, how many people belong to it and who manages it;
  • Closed or Open to everyone: who sees its work (see Who sees what);
  • Own line when a phone number reaches it;
  • Agent notes when the agent has its own facts or rules there.
At the top of the page, Walls on says that people already see only their own units. Labels only says that nobody is assigned yet, so everyone still sees everything. Under the tree:
  • Who may see what: press Download as a sheet for a list of every person, the units they reach and their role there.
  • Not in any unit: requests and meetings that reached no unit. Open one to give it a unit.
  • Access requests: who opened a record of another unit, why, and until when. See Request access.

A unit’s page

Open a unit to see it at a glance: four cards say who sees its work, how many people it has, its phone line, and whether the agent has its own facts there. Each card opens its tab.
The Tel Aviv unit page with its four state cards and the Details tab

A unit's page: its state at the top, then four tabs.

  • Manager. Requests to open a record of this unit go to the manager, as a task in the unit’s queue.
  • Code in your systems. Your own id for the unit. A team import and your identity system find the unit by it.
  • Active. An inactive unit stays in the tree with its records. The agent does not offer it.

On the phone

The structure page and every unit page work on a phone. The tree keeps its levels, and the state of each unit moves under its name.
The organisation structure on a phone screen

The structure page on a phone.

Contact support

Write to wingy@wingup.ai.