Link Organizational Units and Organizational Roles

Create an explicit link between an organizational unit and an organizational role — from the unit or from the role, it is the same link.

You can explicitly assign organizational units and organizational roles to each other. It is the same link, no matter which side you create it from: you can assign roles to an organizational unit or units to an organizational role — the result is the same.

Prerequisites

You meet the prerequisites described in Editing Units and Roles.

You are on the Organization page.

Context

There are two kinds of links. You define the explicit one here, independently of the assigned users. An implicit one arises on its own as soon as a user is assigned to both the role and the unit. Only explicit links carry the link icon.

How to proceed

In the organizational structure, click the organizational unit or, in the Organizational Roles section, click the role.

The page of the organizational unit or the organizational role appears on the right.
Next to the Linked Organizational Roles or Linked Organizational Units section heading, click the edit icon.

The Link to Organizational Roles or Link to Organizational Units dialog appears.
To select an entry, tick its selection box.
To confirm the changes, click Apply Selection.

The explicitly linked entries are marked with a link icon.