To assign a role type to a role class
-
In the Manager, select the Organizations > Basic configuration data > Role classes category.
-
In the result list, select the role class.
-
Select the Assign role types task.
-
In the Add assignments pane, assign role types.
TIP: In the Remove assignments pane, you can remove assigned role types.
To remove an assignment
- Select the role type and click
.
Related topics
To achieve better classification, you can define role types and assign them to role classes and roles. The following restrictions apply:
-
You can assign a role type to several role classes.
-
If you assign role types to a role class you can only select these role types for the roles of this role class. Other role types are not available for selection.
-
If you do not assign a role type to a role class, you can only use role types that are not assigned to any other role class for roles in this role class.
-
The Business role role type is predefined. This role type cannot be assigned to the Department, Cost center, or Location role classes. Assign this role type to role classes that map business roles.
Example:
The Business role role type is predefined. The Region, Country, Sales, and Development role types are also created.
-
The Business roles role type is assigned to the External projects role class.
The Business roles role type can also be given to roles of this role class.
-
The Business roles, Region, and Country role types are assigned to the Employee role class.
The Business roles, Region, and Country role types can also be given to roles of this role class.
-
The Region and Country role types are assigned to the Location role class.
The Region and Country role types can also be given locations.
-
The Cost center and Department role classes are not assigned any role types.
The Sales and Development role types can also be given to cost centers and departments.
To assign role classes to a role type
-
In the Manager, select the Organizations > Basic configuration data > Role types category.
-
Select the role type in the result list.
-
Select the Assign role classes task.
-
In the Add assignments pane, assign the organizations:
-
On the Departments tab, assign departments.
-
On the Locations tab, assign locations.
-
On the Cost centers tab, assign cost centers.
TIP: In the Remove assignments pane, you can remove assigned organizations.
To remove an assignment
-
Save the changes.
Related topics