Creating and modifying companies and organization structures

You can configure your organization's structural information such as country, geography, and sites. For all BMC Helix ITSM foundation forms with status values, administrators can change the status of records by selecting from the following options:

  • Archive——Record can be archived but archiving is not done automatically by the system.
  • Delete—Record can be deleted but deletion is not done automatically by the system.
  • Enabled—Record can be verified for use within the application. This status might or might not be the default status for a record.
  • Obsolete—Record is no longer used but it is kept in the system for reference. The record should not be deleted. If the record is not a people record then it is no longer available for selection. People records with this status remain available for selection.
  • Offline—Record has been taken out of Enabled status for a period of time with the intent of enabling it again in the future. If the record is not a people record then it is no longer available for selection. People records with this status remain available for selection.
  • Proposed—Record has been filled in (or completed); however, it needs verification before being moved to the Enabled state.

Tip

Carefully read the instructions for configuring organizational structures in the rest of this section before using the configuration commands in the Foundation > Organizational Structures expandable list.

Related topics

Setting-up-and-modifying-Foundation-data-by-using-Application-Administration-Console

Configuring product and operational catalogs

Creating-and-modifying-People-data

Access point for Company and Organizational Structures custom configuration

The custom configuration for companies and organizational structures is accessed from the Foundation > Organizational Structures expandable command list on the Custom Configuration tab of the Application Administration Console, as shown in the following image:

221_Organization_Structure.png

The following topics describe in detail about the settings in the Organizational Structures tab in the Application Administration Console such as creating companies, organizations, and support groups:

Action 

Reference

Learn how to create a single company or multiple companies if you have multiple separate entities under one company. 

Learn how to create operating and vendor companies and manage the access for them.

Learn how to create organizations and departments for a company.

Learn how to create support groups to easily manage roles, permissions, and incident assignments.

Learn how to create sites and locations for your companies.

Learn how to set the time zone on the server which is used by BMC Helix ITSM applications.

Learn how to create geographic information to further define the location of the companies.

Learn how to provide access to people for specific companies or all companies by using the People form.

Learn how to add, view, and modify people and Support Group information.

 

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