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Assigning Authorization Roles

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Assign the Sign Off Role to an Organization Unit

To assign the TA Employee (Signoff/Unsignoff) role to organization units:

  1. Click Configuration section > Organization Unit card > Organization Unit screen.
  2. Search for and open the desired organization units' records.
  3. Under Organization Unit Sections in the left area, click Roles.
  4. Under Role Actions in the left area, click Add.
  5. Click in the Authorization Role Code field, scroll through the Field Look Up Values in the right area, and select the TA Employee (Signoff/Unsignoff) role (or the equivalent replicated role).

    The Authorization Role Code field updates with the name of the role.

  6. Click Save.
  7. If you opened more than one organization unit in step 2, click the right arrow in the Organization Unit Navigator section to move to the next organization unit and repeat steps 4 - 7.