Adding and Managing Org Units


Organizational units (aka Org Units) allow users to assign one or more categorizations to a contract. Org Units (i.e., categories or tags) help users search for contracts in the dashboard or find precedent. For example:

  • Sales Department
  • Supply Chain
  • RBH Business Line
  • Contracts over $100k

When a contract is open, organizational units can be added to contracts in the info pane (click here to learn how to add Org Units to a contract). Users can create new org units in this info tab.

Users shouldn't use org units to define Contract Types. Click here to learn how to manage Contract Types.

How to Manage Org Units