How to Create Organizational Areas in Menthory

This guide explains how to build your company's organizational structure by creating parent departments, adding managers, and linking child organizational areas to establish a clear company hierarchy.

Step 1: Navigate to Organizational Areas

1. Click the Organization icon (hierarchical chart symbol) on the left sidebar.

2. Select the Org Areas tab from the top menu options.

Step 2: Open the Creator and Add a Parent Area

1. Click the orange Create Org Area button.

2. Organizational Area Name: Type the name of your primary department (e.g., Client Services / Account Management).

3. Parent Organizational Area: Leave this field empty if this department is the top-level parent area.

4. Select Managers: Open the dropdown menu, search for the designated manager, check their name, and click OK.

5. Click Add to save your new parent organizational area.

Step 3: Access Management Options

1. Once created, your department will appear as a block on the screen.

2. Click the three vertical dots menu icon on the department block to see available management functions:

   • Create Child Org Area

   • Edit Managing Users

   • Edit Name

   • Create Request Template

   • Delete

Step 4: Create a Child Organizational Area

1. From the three-dot menu, select Create Child Org Area.

2. Organizational Area Name: Enter the name for the sub-department (e.g., Enterprise Accounts Team).

3. Parent Organizational Area: This will automatically show the connected parent area.

4. Select Managers: Choose a manager for this specific team from the dropdown menu.

5. Click Add to finalize the hierarchical connection.

Step 5: Review Your Organizational Hierarchy

1. The dashboard will update to visually map your newly created structure.

2. You can now see the clean, top-down link connecting your parent department directly to its sub-teams.