Managing your company
BulbThings allows you to create and manage the different parts of your company; it will allow you to differentiate the usage of your assets according to the part of the company they are allocated to!
On the left menu, you can find the Company section which will give you access to the Organisations pages. Through those pages, you can customise your organisational structure and substructures via various fields.
If you are a subscriber for the Advanced or Premium Plan, you can also have access to the HR Organisation & Custom Organisation pages: those ones will allow you to create locations, projects, or whatever type of entities you would like to allocate your assets to!
By subscribing on the Premium plan, BulbThings allow you to manage all your suppliers and associate them to cost categories!
How to manage your Organisation Structure?
An organisation structure is a hierarchical tree where you display the dependencies between the different units of your organisation. These units can be legal entities (eg. parent and subsidiaries), business units, or facilities.
BulbThings provides you with three types of organisational structures: legal entities, HR organisations, and custom organisations. Legal entities can have users and assets assigned to them. HR organisations can only have users assigned. And, custom organisations provides pre-defined structures that could help you organise your business more rapidly.
Step 1: Access the Organisations structure
On the left hand menu, you can display your Organisations under Company (1). This displays the organisation’s hierarchical tree on your main screen area.
Each unit is represented by a card that includes a description, detailed information, and its sub-levels structures called “substructures” (2).
Indeed you can create new structures at different levels of your hierarchical tree (3).
Step 2: Managing an Organisation unit
The units that make up your organisation are represented by a card. By clicking on Details (3), you open a pop-up window that summarises the structure (eg. unit) details, such as the number of assets currently assigned to that unit. To edit this information, you need to click on the grey box with a pencil icon on the top-right corner of the unit card.
The substructures that are dependent of your current unit are also called children (4).
Step 3: Edit/Create a structure
When editing existing structures or creating new ones, you will access a similar pop-up window. You will be able to name your structure (Title) and provide a short description. Also, you can select the country where that structure is located. Moreover, you can choose whether you can assign users and/or assets to this structure. Finally, you can choose whether this structure becomes your default choice when creating new assets.
The default structure includes your company name and Headquarters as its main substructure. You could edit this structure by placing your cursor on the top right corner on the box that contains the unit you want to edit (2). The “edit” button is represented by a small grey box with a pencil. Also, you can delete this structure by pressing the orange button with the bin icon.
By clicking the edit button, a pop-up window appears. A red asterisk (*) denotes a mandatory field.