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Procedure documentationAssigning Corporate and Organization Roles Locate this document in the navigation structure

 

You can use this function to assign users to roles for corporate and organization objects. You typically perform this task during initial setup, when organizations or roles (corporate or organization) are added, or when multiple users are assigned to roles.

To assign users to roles at the corporate and organization levels, perform the steps in the following categories:

  1. Select a timeframe

  2. Select organizations

    Choose the corporate and organization-level roles that you want to assign.

  3. Assign roles

    Choose the users that you want to assign to the roles.

  4. Review selection

    Review the users assigned to selected roles.

  5. Confirm selection

    Confirm the role assignments.

Procedure

  1. Navigate to   Access Management   Organizations  . The Assign Corporate and Organization Roles screen appears.

  2. The guided activity screen appears. Perform the following steps:

    • Step 1 – Select a timeframe

    • Step 2 – Select Organizations

    1. Enter search criteria in the Find field to filter valid organizations based on your parameters. Otherwise, leave the field blank to show all valid organizations based on the timeframe displayed, and choose Go.

    2. Select the organizations and use the arrow buttons to move them from the Available to the Selected pane. If no organizations are selected, all organizations are considered.

      Recommendation Recommendation

      To select multiple fields, press the CTRL key. To select consecutive fields, press the SHIFT key.

      End of the recommendation.

    3. Select Next. The Assignments table displays the selected organizations and the respective corporate and organization-level roles.

    • Step 3 – Assign Roles

    1. Select a cell beneath a role to assign a user to the role. You can either enter the user’s name in the cell or select the value help button to search for user names. Disabled cells indicate that an assignment exists. For information about changing existing assignments, see Replacements.

      Note Note

      Some roles allow multiple users to be assigned. If a role allows multiple assignments, it always presents an editable cell for additional assignments, whether or not an assignment already exists.

      End of the note.

    2. To copy the same users to multiple roles, select the entire row you want to copy.

    3. Select Copy Action and choose either:

      • Copy to ALL – to copy the user to all editable fields (whether empty or not), or

      • Copy to Empty – to copy the user to only empty editable fields.

    4. The Copy Assignment screen appears. Select All roles or Only selected roles for roles to which you want the users copied. Select OK. The Assignments table populates based on your selection.

      Example Example

      The copy action is based upon assignments made in the selected row. For example, a row might contain the process-level role assignments for Process Owner as Denise Smith and Tester as Oleg Kopp. Choosing Copy to Empty and then All Roles copies Denise Smith to all empty Process Owner cells and Oleg Kopp to all empty Tester cells. However, choosing Only selected roles and choosing Tester copies just Oleg Kopp to all empty Tester cells.

      End of the example.

    5. Select Next. The Proposed Changes screen displays the assignments to be made.

  • Step 4 - Review

    Review your selections in the Proposed Changes results table. Select Previous to go back and make any changes, if desired. Otherwise, choose Next (the Confirmation screen appears) or select Finish.

  • Step 5 - Confirm

    Confirm your selection and select Finish. Your assignments have been made, and any changes require a replacement or removal.

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