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Add Org Access

The Add Org Access button opens a screen to add access to specific organization units for the open employee, or deny access to specific units. For example, an employee may be granted access to all departments in a facility through the organization unit role. When running the search, enter the information in the field at the level you wish to add the access and above. For example, if you want to search for an organization unit at level 4, facility, enter the facility number only. If you wish to search for a department, enter the facility and department number.

Enter the organization information through the level the employee should have access to. The system allows Pass Through access for all parent structure levels above the Granted organization unit, so the user can retrieve the lower organization unit options. In the example to follow, when the access is set to Grant for Facility 5 at structure level 4, the user is automatically given Pass Through access to structure levels 1-3.

To remove access from a single organization unit, click on the Add Org Access button and enter the values in the organization unit fields down to that organization unit level. In the Classification field, select Deny from the drop down menu. Click on the Save button.

Click on the links below for examples of organization unit access set up:

Grant Access to All Organization Units

Grant Access to a Single Organization Unit and its Children

Grant Access to Selected Trunk and Branch Level Organization Units

Deny Access to a Child Organization Unit

Changing Access to a Higher Structure Level

Depending on the page displayed, the following fields may be available:

Classification

Organization Unit(s)

Classification

The following additional section options are available in the left pane:

Add Employee Access

Add Emp - Org Access

Add Pay Code Access

Add Pay Code - Org Access

Add Special Code Access

Add Special Code - Org Access

Add Override Access

Add Override - Org Access

Classification

This setting determines the access level to this organization unit. Grant gives the user access to this organization level, Pass Through allows the user only the access required to get to a lower structure level, and Deny does not allow access to this organization unit.

Organization Unit(s)

Select the organization levels that this employee is authorized to access. Depending on your corporate structure, you may have several levels displayed in this table.

Classification

Determines the type of system classification (for example, Standard, Customer, User Defined, or Replicated).

More About Classification Options