Selecting Owners or Members for an Organizational Unit

Owners, deputies and members for an organizational unit can be selected from the users of the Process Space.

The three roles appear on the page of the organizational unit as separate sections Owner, Deputy and Members; each of them is edited individually. For the assigned users, the section also shows their organizational roles.

Prerequisites

You meet the prerequisites from Managing the Organizational Structure.

You are on the Organization page.

Context

Users of the Process Space can be assigned to organizational units as Owners, Deputies or Members.

How to proceed

1. In the organizational structure, click the organizational unit.

   The page of the organizational unit appears on the right.

2. To edit the Owners, Deputies or Members of the organizational unit, click the edit icon next to the Owner, Deputy or Members heading.

   The Select owners, Select deputies or Select members dialog appears.

3. To search for specific users, enter part of a name in the Search text field.

   The display of the entries is restricted accordingly.

4. To filter the display, click the filter icon and select the Selected only or Unselected only check box.

   The display of the entries is restricted accordingly.

5. To select a user, select their check box.

   The number of selected users is adjusted.

6. To confirm the changes, click Apply selection.

   The selected Users are displayed in the respective section with their organizational roles.

See also: Assigning Organizational Units