Divisions

Previously most Asana users had three choices when deciding to upgrade to our premium version. It was only possible to pay for either a Workspace, individual teams within an Organization or a full Organization. This offering works well for small and medium sized companies. However, for larger companies, it's not always possible to fully commit to a full Organizational plan and team plans conversely don't quite fit their needs either. With Divisional plans, it's now possible to pay for a subset of your company. You therefore have visibility and control over which individuals you're paying for and what data that includes. If you're interested in setting up a Division within your Organization please contact sales.

Access the Divisional Admin Console

Access Admin Console

To access the divisional admin console in your Organization

  1. Click on your profile photo
  2. In the drop down menu, select Admin Console

Only the Billing Owner of a Division can access the divisional admin console but they can grant admin access to another Member of a Team within the Division.

Managing all Members in a Division

Managing Members

From the Members tab you can:

  1. Remove Members from your Division by hovering over a name and clicking Remove
  2. Invite new Members to join a team in your Division

Deactivating a Member in your Division

To remove a person from your Division, navigate to the Members tab of your Admin Console.

Find the name of the person by scrolling down or using the search bar. Once you’ve found the person, click the three dot icon and select Remove.

remove member 1

remove member 2

From the next tab, you can:

  1. Choose the Member you want to reassign the tasks to
  2. Click Remove to confirm the deactivation

The deactivated member will then show in your member’s list as Removed.

remove member 3

What Happens to a Deprovisioned Person’s Tasks?

After you have deprovisioned someone from your Division, a private project containing their previously assigned tasks will be auto generated. You can assign this to yourself or another member of your Division. This allows you to easily assign pending tasks to the appropriate person to manage.

A simple next step solution to delegating would be to multi-select deprovisioned tasks, where you can take mass actions on tasks and even bulk assign them to yourself or other Division members.

The time of the deactivation will appear in the Last activity column.

Restoring a Deactivated Member

Restore a deactivated member by finding their name in your Member’s tab. Then click the three dot icon and select Restore.

restore 1

From the next window, select Restore.

restore 2

If your reactivation fails, the Admin for your Division will receive a task asking them to reach out to our Support team.

Filter by Member Type

From the Members tab of your Admin Console, you can filter your member list by member type. To do this click on the drop-down arrow next to the member type filter and choose from All, Admin, Member, Guest, Invited or Removed.

member type filter

Create a new Team in a Division

You can create a team in a Division directly from the Admin Console at any time.

Create Team 1

To create a new team in a Division:

  1. Click on Add Teams from the Teams tab in the Admin Console
  2. Scroll to the bottom of the list and click Create New Team

Create Team 2

From the create new team dialogue box, you can:

  1. Enter a team name
  2. Invite team Members
  3. Set the team to be either Hidden or Membership by Request then click the Create Team button

Managing Teams in a Division

The Billing Owner can add or remove teams from their Division at any time. They can also edit each team's settings directly from the Admin Console.

Division admins do not need to be a member of all teams within a division. Admins also have the option to add any free teams within their Organisation to the Division.

Add a team to your Division

Adding Teams 1

To add a team(s) to a Division:

  1. Navigate to the Teams tab in the Admin Console
  2. Select Add Teams

Adding Teams 2

From the Add teams popup:

  1. Select the Teams in your Organization that you would like to add to the Division
  2. Once you've done this, click Add teams

Remove a team from your Division

Remove a team

To remove a team from a Division:

  1. Hover over a team and click the three dot icon that appears
  2. Select Remove Team From Division
> It's not possible to have a team in a Division that's public to the Organization.

Export team data to CSV

Admins of a Division can export their team list to CSV through the teams tab of their Admin Console.

export CSV

From your Admin Console:

  1. Navigate to Teams tab
  2. Click Export CSV

You will then receive an email message with the link to download.

Multiple Admins

You can view & assign more than one Admin in a Division. Divisional Admins can distribute their admin responsibility to other Members of the Division, and no longer need to be a part of every Team in the Division.

This feature is suitable for large Divisions as all divisional maintenance does not have to rest on one person.

grant admin access 1

To grant admin access:

  1. Click on Edit profile settings

Next, under Membership type select Admin and then click Save changes.

grant admin access 2

Assigning Admin access from the Security tab

Here you can add an Admin and view all Division's Admins.

admin access 2

From the Security tab on the Admin Console:

  1. Navigate to Additional Settings
  2. Head to Admin access and click on the arrow

admin access 2

A pop-up window will appear allowing you to Add an admin. From here you are redirected to the Members frame where you can determine who you want to grant Admin access to.

You can only be an Admin of a Team you are a member of.

Managing Billing for a Division

Managing Billing

From the Billing tab you can:

  1. View or edit your plan details
  2. Edit your payment information
  3. View or download your latest invoice

Self-Serve Billing

Billing Owners have complete billing maintenance access. They are able to view account information; add seats, remove seats, edit details, and the freedom to manage their self-billing invoices.

They can also change the frequency of the bills from monthly to annual and reassign the Billing Owner.

The Billing Owner is the only one who can update the plan size and payment details. Admins can add or remove Members and add/remove Teams.

How to add and reduce seats

From the Seat utilization section on the Billing page you can: see how many seats are remaining in your division, how many seats are in your plan, add more or reduce the number of seats.

Add or remove members on a credit card plan

credit card

Add or remove members on a manual plan

manual plan

The Payment info on the Billing page will tell you whether you are on a manual invoice or you pay by credit card.

How to adjust self-serve divisions billing cadence

From the Billing tab you can switch to an annual plan. To adjust simply click the Switch to annual button.

monthly-annual

How to reassign the Billing Owner

This flow allows Billing Owners to reassign their billing owner responsibility to a different user within the division. The new billing owner must be a member of the division.

reassign bo

From the Billing tab on the Admin Console:

  1. Navigate to Billing owner and click on Change billing owner
  2. Type in the next Billing Owner’s name or email or select one from the drop down menu
  3. When you have made your choice click on Change billing owner to confirm

reassign bo

reassign bo

The old Billing Owner will remain an admin of the division but will no longer be responsible for any billing items for the account.

SAML for Enterprise Divisions

SAML is a standard that allows Asana to be integrated with company-owned single sign-on systems such as Okta, OneLogin or Microsoft Active Directory. Previously, SAML was only available to our Enterprise Organizations. However, if you purchase an Enterprise Division Plan, SAML can now be enabled or required for the members of that Division. If you do have an Enterprise Division plan and would like SAML enabled, please fill out the form here.

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