Assign types to an organisation
  • 05 Jul 2023
  • 1 minute to read

Assign types to an organisation


Article Summary

Once you have set up your organisation types, you can assign organisation items to them. When you create an organisation you can set the type field, or you can assign a type to the organisation later by following these steps:

  1. Go to Quick-access menu > Organisations.
  2. Click Manage organisation.
  3. Click the name of the organisation framework.
  4. Click the cog icon (cog) in the Actions column for the organisation item.
  5. Select the type from the dropdown box (if no Type is assigned) or click Change type (if a type is already assigned).
  6. Click Save changes.

C006 - Hierarchies and job assignments(1)The Totara Academy has a whole course dedicated to using Positions, organisations and job assignments in Totara. Here you can learn more on how to use hierarchies and job assignments, see best practice, and give it a go yourself.


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