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Working with Organizational Units

If you installed an on-premises agent, organizational units are pulled into Autopilot from your local Active Directory environment and you’ll likely set up new organizational units within Active Directory.

However, you might encounter a situation where you need to set up organizational units within Autopilot. For example, if you did not install an on-premises agent or if you want to set up an organizational unit that is specifically within Autopilot.

Creating a virtual organizational unit

Follow the steps below to set up a virtual organizational unit.

Note: Any organizational units set up in Autopilot are not pulled into Active Directory.

  1. In the left menu, select Organizational Units.
  2. Either:
  • Click the ellipsis button (…) next to the tenant and select New.
  • Or, create an organizational unit that’s nested under an existing one by expanding the tenant, finding the organizational unit you’ll create one under, clicking the ellipsis button (…) next to it, and selecting New.
  1. Enter a name for the new organizational unit and click Save.

Viewing users and groups assigned to a virtual organizational unit

Follow the steps below to see a list of users and groups currently assigned to a virtual organizational unit.

  1. In the left menu, select Organizational Units.
  2. Expand organizational units shown in the right frame until you find the organizational unit whose users you want to see.
  3. Click the desired organizational unit’s ellipses button and select Users & Groups to see a list of users and groups that were added to Autopilot.

Adding a user or group to a virtual organizational unit

Complete the steps below to add a user or group to a virtual organizational unit.

  1. In the left menu, select Organizational Units.
  2. Expand organizational units shown in the right frame until you locate the organizational unit to which you’ll add a new user or group.
  3. Click the desired organizational unit’s ellipses (…) button and select Users & Groups.
  1. Select the checkbox next to the desired user or group and click the Move button.
  2. Expand the tree until you find the desired target organizational unit, and then select it and click Save.

Deleting a virtual organizational unit (moving assigned users)

When deleting a virtual organizational unit containing users, those users can be moved to another OU. Here’s how to do it:

  1. In the left menu, select Organizational Units.
  2. Expand organizational units shown in the right frame until you find the organizational unit you want to delete.
  3. Click the desired organizational unit’s ellipses button and select Delete.
  4. In the window (shown below), select the organizational unit to which you’ll move any users from the deleted OU, and then click Ok to apply the changes.

Video

Here’s a video demonstration about virtual organizational units:

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Updated on August 31, 2018

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