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Create Organizational Groups

Overview

In Cora SeQuence, the organization's structure and hierarchy is determined by groups. You can add employees to groups, assign group permissions, and manage group hierarchy. In HotOperations solutions, you assign Operations Managers and Team Leaders to organization groups.

To view and manage organization groups, navigate to Administration > Manage Organization > Edit Organization.

Add Groups to the Organization

By default, the highest level group in the organization structure is Entire Organization.

Add the First-Level Groups Organization

To add first-level groups to the organization, right-click Entire Organization and select Add Group

Complete the group properties.

Property
Description
Required
Name
Group name.
Required
Mailbox
Group email address.
Optional
Calendar
Group calendar.
Optional
Cost per Person
Cost per employee added to the group.
Optional
Inherits Permissions from Parent Group
Applies permissions from parent group.

Add Sub-Groups

To add sub-groups to the organization, right-click the group you want to ad a sub-group to and select Add Group.