Organisation Units and Groups are how users are sorted and organised within Form LMS. They aren't mandatory, so you don't have to use them, however, they have a few useful functions that will make things easier for admins. When you invite users to your workspace, either individually or in bulk, you will be given the opportunity to allocate them to a Organisation Unit and / or Group.
Organisation Units and Groups are separate entities, but work similarly, for example, you can assign both auto-enrol targets and workflows against both (Click these links to learn about Auto-Enrolments and Workflows).
The difference between the two is that Organisation Units are tiered, and Groups are not, also, you can be a member of multiple Groups, but not multiple Organisation Units. For example, you can use Organisation Units to reflect the actual structure of your organisation, so you can have a department, and within that department you can have some teams - each branch can have up to 6 tiers.
Groups on the other hand, sit separately, they aren't tiered, which means they are independent of each other and don't branch out. They can be used with or without Organisation Units, for large organisations with lots of employees, Groups can be used in addition to Organisation Units, helping map employees across the business. For example, Organisation Units can be used to identify users by department, while Groups could be used to identify users by their role.
The flexibility offered by Organisation and Groups means they can be scaled to any size of organisation. Smaller organisations might find they don't need the complexity of many branches, so can use Groups to quickly setup a way of grouping employees. Whereas large organisations might need to the complexity of Organisation Units to group and classify their users across their many areas of the business - helping admins make informed decisions relating to enrolments or reporting.
To get started, please see the below articles;
Organisation Unit articles:
- Create a new organisation unit – Form LMS (melearning.co.uk)
- Assigning a user to an organisation unit – Form LMS (melearning.co.uk)
- Assigning auto-enrolments – Form LMS (melearning.co.uk)
- Workflows (Automatic Re-enrolments) – Form LMS (melearning.co.uk)