Create OU Collections to Group Relevant OUs

Creating an OU Collection (The Who, by Structure)

OU Collections provide a powerful way to manage permissions based on your organization's hierarchical structure. While User Collections group individual people based on flexible criteria, OU Collections group the structural containers for those users; your Organizational Units (OUs).

This feature is critical for large-scale, structural permission management, allowing you to assign roles to entire segments of your organization at once.

Key Features of OU Collections

• Structure-Based Access: Assign permissions directly to OUs, ensuring all users within those OUs automatically inherit access.
• Scalable Management: Efficiently manage permissions across your entire organizational chart without manually adding individual users.
• Automatic Updates: If a user moves into an OU within a collection, they automatically gain the associated permissions.

How to Create a New OU Collection

1. Navigate to Access Management:
   • Go to the Administration section in the left-hand navigation menu.
   • Select Access Management.
   • The page defaults to the Roles tab. Click on the OU Collections tab.
   • Click Add new OU collection.
2. Start and Define the Collection:
   • OU collection name*: Enter a clear, descriptive name.
   • OU collection description*: Provide a summary explaining the collection's purpose.
3. Select Device OUs:
   • Select device OU(s)*: In this section, you will see a searchable list of your Organizational Units.
     • Use the search bar to find specific OUs, or browse the list.
     • Check the box next to each OU you want to include in this collection.
4. Save the Collection:
   • Review the collection details and the list of selected OUs.
   • Click the Save button to finalize the OU Collection.