Introduction:
The FleetWatcher Division features can serve multiple purposes (Omni, Billing, and Corporate Divisions.). Omni divisions allows users the ability to switch into other company FleetWatcher instances with one login. Billing Divisions allow customers the ability to bill devices between multiple divisions. Corporate divisions allow customers to filter out unnecessary data so that individual divisions of a larger company only see relevant information. This includes devices, equipment, project/geozones, and shifts. Each division can add members or companies that will be visible to that division. These members can be shared across multiple divisions.
NOTE: Omni Divisions will need to be enabled by Development.
Navigation:
To access this feature
Go to: Manage > Company > Add/Edit Company Divisions.
* Denotes Required Fields.
Informational Article:
Setting Up Corporate Divisions: Here is an explanation of the setup for corporate divisions.
The setup process for corporate divisions involves a few key steps. These steps are designed to first organize the company structure and then control data visibility for different users.
Create Operating Companies:
First, create separate operating companies for each region or division within the larger company. For example, if a company has a Kansas division and an Oklahoma division, separate companies for Kansas and Oklahoma should be created within the system.
Establish Divisions:
Next, create divisions that mirror the names of those operating companies. So, there would be a “Kansas” division and an “Oklahoma” division in the system.
Assign Division Managers:
Each division needs a division manager, which is simply the corresponding operating company. So, the “Kansas” company would be assigned as the division manager for the “Kansas” division. This establishes the link between the organizational structure and the data visibility control.
Determine Division Members:
For each division, decide which other companies need to be visible to users within that division and add them as members. For example, if the Kansas division needs to see data from certain vendors or partners, those companies are added as members of the Kansas division. This ensures that users within the Kansas division can see information related to those specific companies.
Test with User:
Before rolling out the division setup to all users, it's recommended to test the setup. This can be done by creating a test user, assigning them to a specific division, and verifying that they can only see the data that they should have access to. This step helps to catch any potential errors or oversights before they impact actual users.
Switch User Companies:
The final step is to change each user's company association to the appropriate division. This is the “on and off switch” that determines which division's data a user can see. If a user is assigned to the Kansas division, they will only see data related to Kansas and any member companies associated with that division.
Additional Considerations:
The Importance of the Division Manager: The “division manager” designation is crucial because it establishes the link between a user’s assigned company and their data visibility.
Avoiding Parent Company Assignments: Assigning users to the parent company should generally be avoided, as this would give them access to see all data, defeating the purpose of creating divisions. The goal is to have users assigned to specific divisions so they only see the data relevant to their work.
Summary:
The setup process for corporate divisions is designed to control data visibility based on a company's organizational structure. By carefully assigning division managers, adding members, and associating users with specific divisions, companies can ensure that each user sees only the information relevant to their role and region. This system helps to streamline workflows, reduce data overload, and improve overall efficiency.