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Assign a role to a unit

Task
Module
Administration
Menu path
Yönetim › Özelleştirme › Kuruluş Yapısı › Organizasyon Şeması (Administration › Customization › Organizational Structure › Organization Chart)
Screen route
/organization
Required permission
organization.edit
Prerequisites
  • The unit is defined (Yeni Birim (New Unit) or Alt birim ekle (Add sub-unit), organization.create).
  • The users are attached to the unit (in the unit tree or via Kullanıcıyı Düzenle › Organizasyon Birimi (Edit User › Organizational Unit)).

Instead of assigning a role to each person in the same team individually, you can assign the role to the unit.

Steps​

  1. Open the Yönetim › Özelleştirme › Kuruluş Yapısı › Organizasyon Şeması (Administration › Customization › Organizational Structure › Organization Chart) screen.
    Open screen/organization
    Organization Chart
    1. 1New Unit — company, department, team
    2. 2Everyone in a unit gets the unit's roles
    3. 3Users not assigned to a unit
  2. In the Birimler (Units) tree, select Rolleri yönet (Manage roles) from the İşlemler (Actions) menu on the unit's row.
    ClickRolleri yönetExpected: The <unit> — Roller (Roles) window: the role list, with the permission count and a switch next to each role
  3. Turn on the switch of each role to be assigned to the unit and turn off the switch of each role to be removed.
    CheckRoller
  4. Click Kaydet (Save).
    ClickKaydet
Result
Every user attached to the unit automatically inherits the permissions of the selected roles; the change applies to all members immediately ("Bu birime bağlanan kullanıcı, seçili rollerin izinlerini otomatik devralır. Değişiklik tüm üyelere anında yansır." — A user attached to this unit automatically inherits the permissions of the selected roles. The change applies to all members immediately.).

What you need to know​

  • Only the user's own unit counts. A role assigned to a parent unit is not passed down to a person in a sub-unit; assign the role to each unit separately.
  • Roles that come from the unit do not appear in the Roller (Roles) column of the Kullanıcılar (Users) list. When you are looking for the reason why a person holds a permission, check their unit as well.
  • The user selected as the unit's Yönetici (Manager) automatically receives the permission to view and edit service calls.
  • The segregation of duties warning appears only in the user window, for roles assigned directly to the person; monitor conflicts created through unit roles yourself.