Question
Guidance Needed: Correct Way to Configure Company Structure, Branches, and Managers in Creatio
06:32 Nov 27, 2025
Hello,
I need your assistance to understand the correct and recommended way to configure our company structure, including branches in Creatio.
Specifically, I need clarity on the following:
- Which mechanism should be used to build the company hierarchy?
- Organization structure items
- Departments
- Organizational roles with Managers
- Or a combination of these?
- How should managers/supervisors be configured so that each employee has a correct direct manager in the system?
I need to know the recommended system entity (Departments vs. Organization structure items vs. Organizational roles) for representing reporting lines and ensuring managers are assigned properly. - Is there an official best practice or Creatio-recommended approach?
For example:- Should organizational roles be used only for access control, or can they represent hierarchy as well?
- How should this be implemented for companies with multiple branches/divisions?
Like
0 comments