Administer organization, roles and integrations

#Import the organization structure

1. 1
   Download a template

   Use the XLSX, CSV or JSON template from WatheeqTech → Admin → Organization.

2. 2
   Prepare stable codes

   Populate code, parent_code, entity_type and at least one bilingual name. Add manager and role bindings where known.

3. 3
   Choose a mode

   Use create for new records, update for existing records, merge for both, or replace to deactivate omitted entities.

4. 4
   Run dry-run

   Resolve duplicate codes, invalid UUIDs, missing parents, cycles and unsupported roles before applying.

5. 5
   Apply atomically

   Apply the validated import. Entities, paths, roles and memberships commit together or roll back together.

#Assign roles safely

• Assign responsibility roles to the appropriate organization entity
• Keep requester, approver and final sign-off duties separated
• Use Delegation of Authority for temporary or value-limited authority
• Review effective permissions from both role and tenant entitlement
• Audit privileged role changes and delegation expiry

#Configure an integration

1. 1
   Choose a connector

   Open Admin → Integrations and choose SSO, SCIM, HR, archive, email, signature, court or custom REST.

2. 2
   Enter deployment settings

   Supply endpoints and non-secret metadata, then store credentials through the protected secret fields.

3. 3
   Test connection

   Review the honest health grade: healthy, sandbox, not configured or unavailable.

4. 4
   Submit governed change

   When maker-checker is enabled, a different authorized administrator approves activation.

5. 5
   Monitor

   Inspect sync runs, retry state, dead-letter records, rotation status and event diagnostics.