Organisation Default: Difference between revisions
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== The Organization Management Role == | <translate> | ||
== The Organization Management Role == <!--T:1--> | |||
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[[Image:Icon Organisation Management Role.png]] | [[Image:Icon Organisation Management Role.png]] | ||
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The '''Organization Management''' role is a vital role in the system, with functions for managing [[{{Link}}Object|objects]], [[{{Link}}Organisation Group|organization groups]] and [[{{Link}}Organisation Structure|structures]] as well as [[{{Link}}Person|persons]]. This is where you make some of the system configuration, e.g. regarding the number of [[{{Link}}Organisation Level|organization levels]] to be used, which is usually done directly after installation. | The '''Organization Management''' role is a vital role in the system, with functions for managing [[{{Link}}Object|objects]], [[{{Link}}Organisation Group|organization groups]] and [[{{Link}}Organisation Structure|structures]] as well as [[{{Link}}Person|persons]]. This is where you make some of the system configuration, e.g. regarding the number of [[{{Link}}Organisation Level|organization levels]] to be used, which is usually done directly after installation. | ||
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A commonly used function is to have Pro 9 integrated to the [[{{Link}}AD HR Integration|AD/HR system]]. In this case, all updates regarding changes to users and the organization structure is handled automatically. There is also a function for reviewing all changes applied automatically via an integration. | A commonly used function is to have Pro 9 integrated to the [[{{Link}}AD HR Integration|AD/HR system]]. In this case, all updates regarding changes to users and the organization structure is handled automatically. There is also a function for reviewing all changes applied automatically via an integration. | ||
=== Functionality in the Organization Management Role === | === Functionality in the Organization Management Role === <!--T:5--> | ||
==== Objects ==== | ==== Objects ==== <!--T:6--> | ||
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:* [[{{Link}}Organisation MainSearch|Search object]] | :* [[{{Link}}Organisation MainSearch|Search object]] | ||
:*:* [[{{Link}}BillerOrg MoveBillGroup|Move object]] | :*:* [[{{Link}}BillerOrg MoveBillGroup|Move object]] | ||
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:* [[{{Link}}Organisation ObjectAttributeImport|Import attributes and values]] | :* [[{{Link}}Organisation ObjectAttributeImport|Import attributes and values]] | ||
==== Organization Structure ==== | ==== Organization Structure ==== <!--T:8--> | ||
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:* [[{{Link}}Organisation MainSearch|Search organization groups]] | :* [[{{Link}}Organisation MainSearch|Search organization groups]] | ||
:* [[{{Link}}Organisation MainGroups|Manage main groups]] | :* [[{{Link}}Organisation MainGroups|Manage main groups]] | ||
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::* [[{{Link}}Organisation SecurityBillingGroup|Permissions on organization groups]] | ::* [[{{Link}}Organisation SecurityBillingGroup|Permissions on organization groups]] | ||
</onlyinclude> | </onlyinclude> | ||
==== Scheduled Organization Import ==== <!--T:13--> | |||
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:* [[{{Link}}Organisation HVDHistory|View import history]] | :* [[{{Link}}Organisation HVDHistory|View import history]] | ||
:* [[{{Link}}Organisation LDAPConnection|Create an LDAP Connection]] | :* [[{{Link}}Organisation LDAPConnection|Create an LDAP Connection]] | ||
==== Persons ==== | ==== Persons ==== <!--T:11--> | ||
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:* [[{{Link}}Organisation MainSearch|Search persons]] | :* [[{{Link}}Organisation MainSearch|Search persons]] | ||
:* [[{{Link}}Organisation EditPerson|Create new person]] | :* [[{{Link}}Organisation EditPerson|Create new person]] | ||
:* [[{{Link}}LoggingAdmin CubePageEmployee|Number of employees]] | :* [[{{Link}}LoggingAdmin CubePageEmployee|Number of employees]] | ||
</translate> | |||
[[Category:F01|Organisation Default]] | [[Category:F01|Organisation Default]] | ||
[[Category:Role|Organisation Default]] | [[Category:Role|Organisation Default]] | ||
Latest revision as of 07:30, 27 June 2023
The Organization Management Role
The Organization Management role is a vital role in the system, with functions for managing objects, organization groups and structures as well as persons. This is where you make some of the system configuration, e.g. regarding the number of organization levels to be used, which is usually done directly after installation.
A commonly used function is to have Pro 9 integrated to the AD/HR system. In this case, all updates regarding changes to users and the organization structure is handled automatically. There is also a function for reviewing all changes applied automatically via an integration.
Functionality in the Organization Management Role
Objects
Organization Structure