Organization Settings: Register, Edit, and Delete Individually

Before Configuring Organization Settings

• If you need to update the language settings for Organizations or Attributes, please do so before making any changes to the Organization/Attribute settings.
  Set Organization/Attribute Language
   
• The following items can be updated individually. For all other changes, please use the bulk settings.
  • Department: Add, edit name, change parent department, delete
  • Organizational Unit: Edit name

If you're using Motivation Cloud Engagement

To update Organization/Attribute information for the next Engagement Survey, please click the “Start Preparation” button before making changes. This allows you to register updated Organization/Attribute information without modifying how they appear in already published survey results.

Steps: Click "Admin" ▶ "Engagement Survey Implementation Settings" ▶ "Start Preparation"

Register a Department

① Click "Admin" ▶ "Organization Settings" ▶ "Department Registration"

② Enter the required fields and click "Save"

• New registration of organizational units must be done via bulk settings. Individual registration is not available.
   
• About re-registering a department
  If a deleted department is re-registered with the same name under the same organizational unit, it will be recognized as a re-registration, and previous data will be linked.
  To manage it as a new department, register it with a different name.
  If you wish to re-register the same department, refer to How to Respond When Department or Attribute Items Are Accidentally Deleted.
   
• When using the admin panel in English in Motivation Cloud Engagement
  Some screens do not support switching the display language for organization names. As a result, organization names may still appear in Japanese.
  If you want to display organization names in English, register the department name in English in the Organization Settings.
   
• Depending on your plan, there may be a limit on the number of available Organizations and Attributes.

Edit Organizational Unit and Department Names

① Click "Admin" ▶ "Organization Settings" and select the organizational unit or department name to edit

② Click "Edit"

③ Change the "Department Name" or "Organizational Hierarchy Name " and click "Save"

⚠ Caution

You cannot edit the department code here. To edit department or attribute codes, refer to Change Department Code / Attribute Item Code.

Delete a Department

⚠ Please make sure to review the following before deleting a department.

• If you delete all departments within an organizational unit, the unit itself will also be deleted.
• If the department is part of a hierarchy with other departments or attributes, those links will be removed. Reconfigure the hierarchy if needed.
• Users assigned to the deleted department will become unassigned. Please reassign their department.
• If you're using Motivation Cloud Engagement and the department is part of a custom aggregation item, you won’t be able to configure it again with that department. However, past results will remain unchanged.

① Click "Admin" ▶ "Organization Settings" and select the department to delete

② Click "Delete"

③ Check "I have reviewed the above" and click "Delete"

If you're using Motivation Cloud Engagement

If the Action Plan Manager has view permissions granted through “View Permission Rules,” updates made in Organization/Attribute Settings will not be reflected automatically. Please go to “View Permission Settings” ＞ “Grant/Update Permissions” to apply the changes.
Operation Manual: View Permissions Settings Set by rules