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
Assign system roles in Add assignments.
TIP: In the Remove assignments area, you can remove the assignment of system roles.
To remove an assignment
After you have entered the master data, you can apply different tasks to it. The task view contains different forms with which you can run the following tasks.
Use this task to obtain an overview of the most important information about a workdesk.
To obtain an overview of a workdesk
Use this task to assign a workdesk to several devices, for example, workstations, printers, monitors or other peripheral devices. You can also assign the workdesk through the device's master data.
To assign devices to a workdesk
- OR -
In the Remove assignments area, remove the devices.