An Organization Unit (OU) is like a "container" that represents the hierarchical, logical structures within your organization. This concept is also used to distinguish Role Based Access - RBAC by different departments or functional roles in your company. A Stratus Agent admin or supervisor can assign agents, services, workflow resources and other related configuration elements and data enttities to any OU. This allows to manage distributed accounts and restrict access to resources based on that organizational model. 

Furthermore, Organization Units can also be nested. This creates a relationship where child elements inherit parts from the parent. For example: a  "Technical Support" OU Root node can be further split into "Support Switzerland" and "Support Germany", but they all inherit configuration elements and resources you specifically assign to "Technical Support" or any other higher level OU.

By default a highest level "System" organization unit is created as parent for all other ones. This unit cannot be deleted and is not displayed in the list on "Organization Unit" page. It may however appear in several configuration parts of Stratus Agent to signal that any OU below will inherit the features.


The "Organization Units" page is accessible via Webconfigurator > Settings -> Organization Units:

WebConfigurator - Organization Units

Add Organization Unit

To add a hierarchy of the organization units click "+ Add Root" or "+ Add Child" buttons. From here on you have several options: 

  • Make changes to the OU as needed (see chapter and table below)
  • To save the changes, click "Save&Apply" button.
  • To save changes and continue adding of one more organization unit, click "Save&New" button. The new organization unit is added to the list immediately.
  • To roll back the changes, click "Reject" button.

Edit Organization Unit Details

Click on a a specific Organization Unit in the list, the user can view its details:
The Organization Unit panel contains the following settings:

Control Name

Description

Name

The name of your Organization Unit. 
(tick)  This will appear throughout other parts of the Stratus Agent Configuration, so make sure to pick a clear name that avoids confusion. 

"Allow to assign and use dependent entities of child organization units"
(Checkbox)

Defines if dependent entities of child organization units will be visible on Agent or Service details and their settings configuration.

  • When deselected only entities of the currently configured organization unit, its parent one and assigned the "System" organization unit are available for configuration. 
  • When selected additionally dependent entities of its child organization units will be available for selection during configuration.

Not Ready Reasons

Not Ready Reasons

(info) Use this in conjunction with the Agent Assistant application.  This asks the agent for a "Not Ready Reasons" every time his state changes to a "not selectable" one.

(tick) Precondition: Not Ready Reasons should be configured on Settings -> Agents -> Reason Types page

TTS Language Definition

Language

The Text To Speech Languages are used by the system for announcements/statements defined on the workflow activities.

  • If for an Organization Unit and Culture defined on a service a matching TTS Language is found, the defined voice should be used.
  • If no TTS Language is found than based on the selected culture the system tries to find the first matching installed TTS .

    (info) The "Add TTS Language" field shows the languages chosen for this Organization Unit. 
    (info) The TTS Language are culture dependent entities and are shown in the format:  Language (Country) TTS Voice

Add

(tick) Precondition: to be available in the dropdown, the TTS languge should be installed on the Stratus Agent server where ICH server is made available. (info) Also see Architecture

Add a language for the Organization Unit by selecting the "Language" and "TTS" and clicking the "+ Add" button.

Delete Organization Unit

To delete an existing organization unit, simply click "Delete" button.

Any agent, service or workflow resource is currently using the organization unit will be shifted to the higher root node. (warning) On a child note this happens without further notice after you press "Delete". 

Deleting a root node with underlying dependencies will result in a warning, that the dependent items will shift to the next parent node. The last one is "System" level.