> ## 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.

# Setting up the structure

> Add your branches, departments and clinics, put them in a tree, and give each one its details and a manager.

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](https://mintcdn.com/wing-up/DHo8Bt5FFhLuKa78/images/units/add-unit.png?fit=max\&auto=format\&n=DHo8Bt5FFhLuKa78\&q=85\&s=53ee9cb6f2bfbfb4574e6cfcc14746bd)

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](https://docs.wingup.ai/team/units-who-sees-what.md));
* **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](https://docs.wingup.ai/team/units-request-access.md).

## 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](https://mintcdn.com/wing-up/DHo8Bt5FFhLuKa78/images/units/unit-details.png?fit=max\&auto=format\&n=DHo8Bt5FFhLuKa78\&q=85\&s=7fabd389011092e25371995d1bb4617a)

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

| Tab | What you set there |
| - | - |
| **Details** | The name, kind, the unit it is part of, the **Manager**, city, street, phone, **Code in your systems**, **How to get here**, **Open to the whole business** and **Active**. |
| **The agent here** | What the agent knows and does on calls for this unit. See [The agent in a unit](https://docs.wingup.ai/team/units-agent.md). |
| **People** | Who belongs to the unit, their role there, and who manages it. See [Who belongs where](https://docs.wingup.ai/team/units-people.md). |
| **Phone line** | The number that reaches this unit. See [The agent in a unit](https://docs.wingup.ai/team/units-agent.md). |

* **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](https://mintcdn.com/wing-up/DHo8Bt5FFhLuKa78/images/units/structure-phone.png?fit=max\&auto=format\&n=DHo8Bt5FFhLuKa78\&q=85\&s=ca686f6f5fbf2aa0160976ed3af567cf)

The structure page on a phone.

## Contact support

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


## Related topics

- [Organisation structure](https://docs.wingup.ai/team/organisation-structure.md)
- [The agent in a unit](https://docs.wingup.ai/team/units-agent.md)
- [Who belongs where](https://docs.wingup.ai/team/units-people.md)
- [When WingUp staff enter your account](https://docs.wingup.ai/account/wingup-staff-access.md)
- [Who sees what](https://docs.wingup.ai/team/units-who-sees-what.md)


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