System roles can be assigned directly or indirectly to a contact. Indirect assignment is carried out by allocating the workdesk and system roles in company structures, like departments, cost centers, locations, or business roles.
To react quickly to special requests, you can assign system roles directly to workdesks. The workdesks obtain all company resources assigned to the system role.
NOTE: The company resources are not inherited if the system role is disabled or if the share date is still in the future.
To assign a system role directly to workdesks
-
Select the Entitlements | System Roles category.
-
Select the system role in the result list.
-
Select the Assign workdesks task.
-
In the Add assignments pane, assign workdesks.
TIP: In the Remove assignments pane, you can remove assigned workdesks.
To remove an assignment
- Select the workdesk and double-click
.
- Select the workdesk and double-click
- Save the changes.