Create an organisational framework
  • 05 Jul 2023
  • 1 minute to read

Create an organisational framework

Article summary

When creating organisations on your site, you will first need to create a framework to house them. 

To set up a new organisation framework, follow these steps:

  1. Go to Quick-access menu > Organisations.
  2. Click Manage organisations.
  3. Click Add new organisation framework.
  4. Enter a Name for your organisation framework.
  5. You can also add an ID Number and Description if you choose.
  6. Click Save changes.

Your organisation framework is now set up and is ready for you to enter the parts of your organisation.

Next steps

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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