dspConduct

Configure Org Unit Value Assignments for Roles at the Role Level

Users assigned to a position have access to the data that corresponds to the org unit values configured for the roles included in the position. A template for the org unit values that are included or removed for roles is configured on theCategory Org Units for Position page. Optionally, org unit values to be included or removed for an individual role can be customized on the Position Role Org Unit page using the following steps.

Before performing this task, design the governance elements in dspConduct™ > Design and add a position. Refer to dspConduct™ Design Process Overview and Add a Position for more information.

To configure org unit value assignments for roles at the role level:

  1. Select dspConduct > Security > Positions in the Navigation pane.
  2. Click the Roles icon for a position.

    View the field descriptions for the Position Role page.

  3. Click the Org Unit1 icon.
  4. Click Add.

    View the field descriptions for the Position Role Org Unit 1 page.

  5. Select the org unit value in the Position Role Org Unit list box. 
  6. Click Save.
  7. Repeat Steps 3 – 6 to add Org Unit 2 values and Org Unit 3 values as needed.

View the field descriptions for the Position Role Org Unit 2 page.

View the field descriptions for the Position Role Org Unit 3 page.

Next, configure the read-only/editable settings for org unit value assignments for roles if needed or Configure Users in a Position.