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Titel
How to link an Account definition to a business role -
Beschreibung
What steps are required to link an Account definition to a business role -
Lösung
Follow the steps below to link an account definition to a business role:
- Login to Manager with an applicable account
- Navigate to Business Roles
- Expand Basic configuration data
- Click on Role classes
- Select a Role class to be used
- Select Configure role assignments task
- Place a check mark in the Assignments permitted and Direct assignment permitted
- Save the changes
- Select the Business Role that has this Role class assigned
- Click on Assign account definitions
- Select the account definition to be added
- save the changes