Assign an Authorization Role to an Organization Unit

  1. Navigate to Configuration > Organization Unit > Organization Unit.

  2. Search for and open the desired organization unit record.

  3. Under Organization Unit Sections, click Roles.

  4. Under Role Actions, click Add.

  5. Click in the Authorization Role Code field and enter the code (full or partial) or scroll through the Field Look Up Values in the right area.

  6. Click the desired role in the Field Look Up Values.

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

  7. Click Save.

    Note:  

    If you are assigning a subscription role, such as SS Employee (Incentive Subscription), stop here. You do not need to finish with the following steps.

  8. Under Role Assignment Sections, click Data Access.

  9. Under Role Assignment Actions, click the desired Data Access option and then enter the appropriate level of access.

  10. Click Save.

  11. Repeat steps 9 and 10 for the other applicable Data Access options.

The following related topics are available:

Assign an Authorization Role to an Employee