Assigning Users to Roles for Corporate and Organization Objects

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 are added, when corporate or organization roles
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 organizations

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

2. Assign roles

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

3. Review selection

Review the users assigned to selected roles.

4. Confirm selection

Confirm the role assignments.

Procedure

1. In the left navigation pane, choose User Access.

2. In the content area, choose  Roles Roles and Their Tasks . The Roles and Their Tasks screen
displays. The upper pane displays the available roles and the corresponding authorization level of the role
(for example, corporate, organization, process, and so on). The lower pane displays the tasks of the role
highlighted in the upper pane and the minimum authorization level for the task.

3. Select Assign Users to Roles and choose Corporate and Organization. The guided activity screen displays.
Perform the following steps:

 Step 1 - Select Organizations

1. Enter specific 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
time frame 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.

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

3. Select Next. The Assignments table displays the selected organizations and the respective
corporate and organization-level roles.
  Step 2 – Assign Roles

o 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 user names. Disabled cells
indicate that an assignment already exists. For information about changing existing
assignments.

Note:

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

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 displays. 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.