Assigning a Role to an Employee - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

To assign a role:

  1. In the Configuration module, navigate to Org Chart | Org Charts. Select an Org Chart, then click Settings.
  2. In the Org Chart Configuration dialog box, right-click on the user whom you wish to assign a role.
  3. Select Assign Roles.
  4. Select the role and click the > arrow button to designate the role for that particular user. You may assign multiple roles through this dialog box.
    Note:

    You may also choose a role by double-clicking it.

  5. Click OK to save the role assignments.
    Note:

    If a user is deactivated, the user will be removed from any roles s/he is configured for.

  6. Click Save. Upon clicking Save, a message asking There is at least one user having been added or removed for each of the role(s) <Name of Role>. The role(s) might have been assigned to one or more load balancing queues. Do you want to update the load balancing member for those queues if that is the case? is displayed. If you want these user(s) whose role assignment(s) have changed to reflect those changes in Load Balancing Administration, click Yes. Otherwise, click No. If users were removed, documents assigned to the removed users will be moved to <Unassigned> in Load Balancing Administration. This selection does not impact user rights to a queue.

The rest of the Org Chart configuration takes place through Workflow configuration.