Master Data Management

Add Org Units from a Group to Roles

A Security Administrator can apply the same org unit values to roles in multiple positions using org unit groups.

Before performing this task add org unit groups and configure org unit values for org unit groups. Refer to Add and Configure Org Unit Groups, Types and Values for more information.

One org unit group can be added to a position at a time. When an org unit group is added, the existing org unit value configurations for roles in the position are automatically updated. 

When an org unit group is applied to a position, the position roles are updated and the security access for all users previously assigned to the position is updated.

NOTE: The role must be included in the position.

Add Org Units from a Group to all Roles in a Position

To add org units from a group to all roles in a position in MDM:

  1. Select Master Data Management > Security in the Navigation pane.
  2. Select a position.
  3. Click the Add Org Units from Group icon.

  4. Click Edit.

    View the field descriptions for the Add Org Units To Position From Org Unit Group page.

  5. Select a group from the Org Unit Group To Add list box.
  6. Click Save.
  7. Click the Add Org Units from Group icon.

The org unit types and values configured for the selected org unit group are applied to all of the roles included in the position.

Add Org Units from a Group to a Position Role

A Security Administrator can apply the same org unit values to roles at the role level within a position using org unit groups.

Before performing this task add org unit groups and configure org unit values for org unit groups. Refer to Add and Configure Org Unit Groups, Types and Values for more information.

One org unit group can be added to a role at a time. When an org unit group is added, the existing org unit value configurations for role are automatically updated. 

When an org unit group is applied to a role, the security access for all users previously assigned to the position for the role is updated.

To add org units from a group to a position role in MDM:

  1. Select Master Data Management > Security in the Navigation pane.
  2. Click the Roles icon for a position.
  3. On  the Position Role page, click the Add Org Units from Group icon for an included role.

  4. Click Edit.

    View the field descriptions for the Add Org Units To Position Role From Org Unit Group page.

  5. Select a group from the Org Unit Group To Add list box.
  6. Click Save.
  7. Click the Add Org Units From Group icon.

The org unit types and values configured for the selected org unit group are applied to the role.

Next, org unit values to be included or removed for an individual role can be further customized, if needed. Refer to Configure Org Unit Value Assignments for Roles at the Role Level for more information.