Function overview
In Organization, you can manage members and departments, and configure contacts, profiles and other related settings.
- •In Member and Department, you can create, modify or delete a department; add or modify employee information; set an employee as closed; or view a user's app activation status.
- •In Role Management, you can create and approve roles.
- •In Contacts Settings, you can set the visibility of the organizational structure and phone numbers.
- •In Member Profile, you can add member information or manage the displayed fields on the profile page.
Usage
- 1.Manage member information
Add members
Log in as an administrator and go to Lark Admin - Organization - Member and Department. Click Add member and you'll be redirected to the Add Members page. Fill in the information and then you can add the member to the company directly. If there are too many employees, you can click Import/Update to batch add employees.
In addition, if you need to modify the information of some members, click Import/Update to download the member information form. Modify the information in the form and then upload the new form to update the member information easily and efficiently. For detailed procedure, see Batch import or edit employee contacts.
View a user's app activation status
When a member is already added to a company but hasn’t activated Lark yet, a reminder will be displayed on the Member and Department page to remind them to activate the app. You can click Export to view a list of all the users who haven't activated Lark. You can also click Send reminder to invite users to use Lark.
Have questions about the app activation status of your account? Click here!
- 2.Manage departments
Create a single department
Go to Lark Admin - Organization - Member and Department. Click Add Department in the lower-right corner and edit the department name, department supervisor, and department group information on the Add Department page. Click Confirm to have the new department created.
Batch create departments
When there are a large number of departments, you can batch import department information to create departments in a centralized manner. Click Add Department in the lower-left corner and select Import Departments to download the import template. Read and follow the instructions when you fill in the department information, and then upload the form to batch create departments.
Create a department group
Click Add Department and go to the Add tab. Check Create Dept. Group and then you can directly set the department group name and owner. In addition, you can also specify the types of employees who will be automatically included in the group. For example, you can specify to only allow full-time employees and interns to join the group and exclude other types of employees such as contractors.
Set an all-staff group
An all-staff group is created by default when a tenant is created. When you need to modify the all-staff group settings, click the action button on the right side of the company name, and select Set All-Staff Group to go to its page where you can modify the group name, group owner, and types of members who are automatically included in the group.
- 3.Manage roles
You can go to Organization - Role Management to set approval roles. Roles help standardize and streamline approval processes. When a member initiates a request for approval, approval roles such as supervisors and general managers will handle the approval process level by level.
- 4.Set up contacts
Log in as an administrator and click Organization - Contacts Settings on the left side of Lark Admin to configure organization visibility, phone number and contacts accessibility.
Organization visibility settings
Lark provides flexible internal visibility settings of your company’s organizational structure to meet your varied needs. You can set three visibility levels for an employee, namely the employee can access everyone, can access within department, and cannot access anyone. If you need to add permissions for a specific department or its employees separately, click Edit to set the visibility levels of the department or employees, or specify the information that they're allowed to view.
Phone number accessibility
Select Phone Number Accessibility and click View phone number without restrictions. Then all employees in the company can view the phone number of any user in the company.
Select View phone number with restrictions and click Edit on the right side. You can set the permission for viewing phone numbers and the number of views allowed In a Department Without Sub-departments or Between Different Departments. You can add some employees to a whitelist. Whitelisted users have the privilege to view phone numbers of employees in the company for unlimited times (excluding the members whose phone numbers are hidden).
Note: If an employee exceeds the maximum number of phone number views allowed in Lark, they can apply to the administrator for a higher view limit.
- 5.Manage member fields
Manage displayed fields on the profile page
You can go to Profile Page Display to set the fields displayed on the member profile page. Click Edit and select the basic fields and custom fields to display. The information of selected fields will be displayed on the employee profile page. A Profile page preview pane is displayed on the right side where you can drag-and-drop fields to adjust the order in which they're displayed. For detailed procedure, see Set up members’ profile page.
Add a custom field
Go to Lark Admin and select Organization - Member Profile to go to the Custom Field Management page.
You can click Edit to create a custom field and add employee information. You can also choose whether to Allow to invoke by Open Platform's Contacts API. Once this option is enabled, ISVs can call the member information API that Lark Open Platform provides to query, add or modify members' custom information.
Other Settings
Go to Other Settings and click Edit to set whether to allow members to edit their names on Lark.