Managing Department Roles

Managing department roles comprises viewing, creating, editing and deleting roles.

Viewing Department Roles

To view department roles:
  1. In the navigation bar, select Organization | Departments.
    This displays the department hierarchy tree. Click the plus (+) symbol next to a department to view the departments it contains.
  2. Click the department for which you want to view roles.
  3. Change to the Roles tab.
    This displays a list of all department roles.

Creating a Department Role

To create a new department role:
  1. In the navigation bar, select Organization | Departments.
    This displays the department hierarchy tree. Click the plus (+) symbol next to a department to view the departments it contains.
  2. Click the department for which you want to create a role.
  3. Change to the Roles tab.
    This displays a list of all department roles.
  4. Click New.
  5. Fill in the Name and Role ID fields.
    The other fields are optional.
  6. Click Apply.
    The role is created.
  7. Select the Access Privileges tab to assign access privileges to the new role.
  8. Click Apply to save your changes.
    Otherwise, click Reset to discard your changes.

Editing Department Roles

To edit a department role:
  1. In the navigation bar, select Organization | Departments.
    This displays the department hierarchy tree. Click the plus (+) symbol next to a department to view the departments it contains.
  2. Click the department for which you want to create a role.
  3. Change to the Roles tab.
    This displays a list of all department roles.
  4. Click the role you want to edit.
  5. Edit the fields as desired.
  6. Click Apply to save your changes.
    Otherwise, click Reset to discard your changes.

Deleting Department Role

To delete one or more department roles:
  1. In the navigation bar, select Organization | Departments.
    This displays the department hierarchy tree. Click the plus (+) symbol next to a department to view the departments it contains.
  2. Click the department for which you want to create a role.
  3. Change to the Roles tab.
    This displays a list of all department roles.
  4. Check the boxes next to the roles that you want to delete.
  5. Click Delete, then OK to confirm the deletion.
    The selected roles are removed from the system.
Note:
Department roles based on master roles cannot be deleted.