🏠 Overview › 👥 User Roles ›📖 Assign and Reassign Users to Organizational Units

Assign and Reassign Users to Organizational Units

Users in the system (particularly peer mentors and coordinators) must be formally assigned to one or more organizational units. NHF specifically requires handling members who belong to up to 5 local chapters simultaneously. The assignment panel must clearly show current assignments, allow adding or removing unit affiliations, and trigger appropriate RLS policy updates so that the user's data access is immediately adjusted. Reassignments must audit-log who made the change and when.

HIGH story-organizational-hierarchy-structure-management-organization-admin-003 5 pts
5
Story Points
High
Priority
Organizational Hierarchy & Structure Management
Feature

User Story

As a Organization Administrator
I want to assign coordinators, peer mentors, and members to specific organizational units and reassign them as needed
So that each user's activities, access rights, and reporting are correctly scoped to the organizational unit they belong to

Acceptance Criteria

  • Given I am managing a peer mentor's profile, when I open the unit assignment panel, then I see all current organizational unit affiliations for that user
  • Given I add a new unit affiliation for a peer mentor, when the assignment is saved, then the peer mentor can immediately register activities attributed to the new unit
  • Given a peer mentor belongs to multiple chapters, when I view their activity history, then each activity is tagged with the chapter it was attributed to
  • Given I remove a unit assignment, when the change is saved, then the user loses access to data scoped to that unit and their future activity registration defaults to remaining units
  • Given an assignment change is made, when I view the audit log, then the change entry shows which admin made the update, the timestamp, and the before/after unit assignment state

Business Value

Correct unit assignment is the cornerstone of data isolation, accurate reporting, and appropriate access control. Without precise assignment management, peer mentors may inadvertently access contacts from other chapters, or activities may be reported under the wrong unit — both of which are GDPR risks and Bufdir reporting errors. This is especially critical for NHF with its complex multi-chapter membership model.

Components

Organizational Hierarchy & Structure Management
Related Feature
Organization Administrator
User Role