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Organization Unit - Roles

Employees can be given a Role at the organization unit level that authorizes the Primary Home employees to access the Notifications feature.

This screen can also be used to deny access to this feature for certain organization units who inherit access through a parent organization unit. For example, notifications may be authorized for a certain facility (trunk level) for all departments (branch level) except one. The access would be set up at the facility level, but denied at the department level for that one department.

Hint: The Standard roles for notifications have "(Subscriptions)" at the end of the role name.

To add a new authorization Role to this Organization Unit, complete the following steps:

  1. From the Configuration section>Organization Unit card>Organization Unit screen, open the organization record to be configured.
  2. Click on the Roles button in the left pane to open the roles assignment screen.
  3. Select Add to add a new record.
  4. Select the Classification from the drop down menu. To access standard roles configured in the system, select the Standard option. The other options (Customer, User Defined and Replicated) display customized roles assigned to the corresponding classification.
  5. Select the appropriate Authorization Role Code from the Field Look Up Values. The options that display here depend on the Classification selected.
  6. The Denied field defaults to No. If this organization unit is being denied to the employees, change this value to Yes.
  7. Save the record.
  8. Select the Data Access button from the Actions pane.
  9. Select the appropriate Role assignment from the options listed below. Click on the link to view details on configuration of these options. Note: The results of the Request to Work search are based on the employee's position permissions and are not limited to the organization units set up on the Data Access screen.

    Add Employee Access

    Opens a screen to add access to individual employees using the Employee Search Criteria.

    Add Employee - Org Unit Access

    Opens a search screen to add access to all employees in specific organization units.

  10. Click on the Save button to save this role record. All employees with a Primary Home Labor Distribution assignment will inherit this role.