Assigning workdesks to business roles
Installed modules: |
Business Roles Module |
Assign the workdesk to business roles so that the workdesk obtains its company resources through these business roles. To assign company resources to business roles use the corresponding business role tasks.
To assign a workdesk to business roles (secondary assignment; default method)
- Select the Devices & Workdesks | Workdesks | Names category.
- Select the workdesk in the result list.
- Select the Assign business roles task.
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In the Add assignments pane, assign business roles.
TIP: In the Remove assignments pane, you can remove assigned business roles.
To remove an assignment
- Select the business role and double-click .
- Save the changes.
To assign a workdesk to business roles (primary assignment)
- Select the Devices & Workdesks | Workdesks | Names category.
- Select the workdesk in the result list.
- Select the Change master data task.
- Enter the primary role.
- Save the changes.
Related topics
Assigning software directly to workdesks
Software can be assigned directly or indirectly to a workdesk. Indirect assignment is carried out by assigning workdesks and software to company structures, such as departments, cost centers, locations, or business roles.
To react quickly to special requests, you can assign software directly to a workdesk. Information about the software is written to the workstation set up file that is assigned to this workdesk.
To assign software to a workdesk
- Select the Devices & Workdesks | Workdesks | Names category.
- Select the workdesk in the result list.
- Select the Assign software task to assign software directly to the workdesk.
- In the Add assignments pane, assign the software.
- OR -
In the Remove assignments pane, remove the software.
- Save the changes.
Related topics
Assigning system roles directly to workdesks
Installed modules: |
System Roles Module |
System roles can be assigned directly or indirectly to a contact. Indirect assignment is carried out by assigning workdesks and system roles to company structures, such as departments, cost centers, locations, or business roles.
To react quickly to special requests, you can assign system roles directly to a workdesk.
To assign system roles to a workdesk
- Select the Devices & Workdesks | Workdesks | Names category.
- Select the workdesk in the result list.
- Select the Assign system roles task to assign system roles directly to the workdesk.
-
In the Add assignments pane, assign system roles.
TIP: In the Remove assignments pane, you can remove assigned system roles.
To remove an assignment
- Select the system role and double-click .
- Save the changes.
Related topics
Additional tasks for managing workdesks
After you have entered the master data, you can run the following tasks.