Assigning Organizational Roles to Managers or Members

Organizational roles can be assigned to the managers, deputies or members of an organizational unit.

The assignment starts from the organizational unit here: in the row of a user who is a manager, deputy or member there, you open Assign organizational roles and activate their roles.

Prerequisites

You meet the prerequisites from Managing the organizational structure.

You are on the Organization page.

Context

It is the same assignment that you can also set on the page of an organizational role — see Selecting employees to execute a role.

Organizational roles can be assigned to the managers, deputies or members of organizational units.

How to proceed

In the organizational structure, click the organizational unit.

The page of the organizational unit appears on the right.
To assign organizational roles to the managers, deputies or members of the organizational unit, click Assign organizational roles on the user’s entry.

The dialog for selecting the roles appears.
To select a role for the user, select its check box.
To confirm the changes, click OK.

The selected organizational roles are displayed in the corresponding sections for the user.