Structure and terminology

ContentsCapture organizes every company the same way: an Organization contains Business Units, Business Units contain Teams, and Teams contain Users, with assignments living inside teams.

Every customer company has its own organization, and the organization is a wall: nobody outside it can see its teams, people, or claims, and nobody inside it can see another company.

The hierarchy

Organization
└── Business Unit
    └── Team
        └── Users

A realistic insurance example:

Level	Example	Purpose
Organization	"Meridian Adjusting Group"	Your whole company. One org per company, closed to every other company.
Business Unit	"West Coast Catastrophe"	A division, region, or line of business.
Team	"Sacramento CAT Crew"	The people who actually work losses together.
Users	Individual adjusters and leads	Members of one or more teams.

Assignments are always created inside a team. When a catastrophe hits, you might spin up a new business unit for the event with several teams underneath it, then archive or delete the structure after the response winds down.

Standard and enterprise customers

Each organization is one of two customer types. The type describes the company; it does not change what anyone inside can do.

Type	What it looks like	Example
Standard	One company with one team, or a few.	An independent public adjusting firm.
Enterprise	A large company whose one organization holds many business units and teams.	A national TPA with regional offices.

Either way, the company gets its own organization. Two standard customers never share one, even when each has a single team.

Creating organizations

Most companies need exactly one organization, and Adjust Square sets it up:

• From ContentsEstimation. When your team is created in ContentsEstimation, its organization is created here for you. A standard customer's team becomes its own organization. An enterprise customer's teams all become teams inside that company's one organization. See Organizations set up from ContentsEstimation.
• By Adjust Square staff. If you operate distinct companies and need another one, ask your Adjust Square contact. Staff create, rename, and delete organizations, and set each one's customer type, from Admin → All organizations, a page only they can see.

When an organization is created, a default business unit and team are created with it.

To rename your own organization, open Settings → Organization and click the name on the Name card. Type the new name and press Enter, or click anywhere else, to save. Only org admins can rename.

Deleting an organization hides it, it does not erase it

A deleted organization disappears from the console, but its data is retained and can be restored by support. If one is deleted by accident, contact support to have it restored.

The Crews tab

Open My Team and choose the Crews tab to manage business units and teams. (The tab name reflects your terminology settings; see Terminology below.) Only Org admins see this tab. Opening a crew shows its own page, with a My Team link at the top to come back.

Most organizations have a single business unit. In that case the tab is a plain list of your teams, and the main button is Add team. Click it, type a name, and click Add.

Business units are not added from the console. If your organization needs another one, ask Adjust Square to set it up.

Once there are two or more business units, the page shows one card per business unit with a badge showing how many teams it contains. Per business unit you can:

• Add team: add a team inside that business unit.
• Rename: change the business unit name.
• Delete: remove the business unit and every team inside it.

Deleting a business unit is permanent

The confirmation reads "Permanently delete {name} and its teams? This can't be undone." Everything under that business unit is removed. Export or archive anything you need before confirming.

Each team row shows the team name as a link to its detail page and a Watermark on/off chip so you can see capture watermark status at a glance, plus Rename and Delete actions.

Team detail

Click a team name to open its detail page, which has four tabs:

Tab	What it holds
Assignments	The assignments explorer, locked to this team.
Profiles	The capture profiles owned by this team. See Capture profiles.
Members	The team roster and per-member roles. See Team members.
Settings	The team's default capture settings. See Capture settings.

The header offers Rename Team and Delete Team.

Deleting a team removes its work structure

The delete confirmation warns: "Its assignments, profiles, and members will be removed." If the team holds assignments you still need, move or archive that work first.

Terminology

Some organizations use their own words for the platform's nouns: business unit, team, assignment, and location (room). For example, an organization that calls teams Crews sees "Crews" in both the admin console and the mobile app, which is why the navigation item reads "Crews" in many organizations. These names are no longer changed from the console; an organization that already had its own words keeps them.

This guide uses default names

When this guide says "Team" and your console says "Crew", they are the same thing. Terminology renaming is cosmetic and does not change any behavior or permission.

When to split business units versus teams

There is no wrong answer, but these guidelines work for most adjusting firms:

• Split by business unit when the groups operate independently. Different regions, different lines of business (residential vs commercial), or different carrier contracts with their own admins are good candidates. Each business unit can have its own admin who manages everything beneath it.
• Split by team when the groups share oversight but work different losses. Crews within a region, day and night shifts, or per-event rosters on a catastrophe response are usually teams.
• Prefer fewer layers. If your whole company is one flat roster, a single business unit with a handful of teams is simpler to run than a deep tree.
• Use assignments, not teams, for individual losses. A team is a durable group of people; an assignment is a unit of work. Create assignments freely and archive them when done.

Organization settings

Open Settings and click the Organization card. It holds the organization's name and the policies that apply everywhere.

The organization you are administering is named under your name at the bottom of the left sidebar. Organizations are companies, not crews: your crews are on the My Team page. Everything on screen follows the organization. Adjust Square admins can reach any organization with Shift + T; see Which organization you see.

Mobile policy

What the field app is allowed to do, including whether admins may create assignments and grant access from their phone.

Business units and crews

The crews tab of My Team, which only Org admins see, lists the business units and the crews inside them.

A business unit is a division of the company. It sits between the organization and the crews that do the work, which is what makes it possible to give a regional manager everything in their region and nothing outside it.

Business units are set up by Adjust Square. Ask your Adjust Square contact when you need a new one. You can still rename or delete one from its card.