Organizational roles

Organizational roles are user groups that represent company units, departments or subdivisions in the organizational structure, for example, the “Boston Office Sales Department” or the “Washington Office HR Department.” Each organizational role can be assigned access permissions that apply to all of its users. Organizational roles also automatically inherit access permissions from their parent organizational roles.

To manage organizational roles, click → Organizational roles.

The Organizational roles section contains the company’s organizational structure (represented in the form of a folder tree) and the information about individual organizational roles.

Add an organizational role 

1. Click → Organizational roles.

2. In the list of organizational roles, select the corresponding parent role. For example, an organizational role for the regional office.

3. Click Add and select the role type: “Organization” or “Division.” For example, create a “Marketing department” division for the regional office.

4. Enter the name of the role. The name of each organizational role must be unique.

5. Open the Functional roles tab and add functional roles. For example, “Marketing Manager,” “Copywriter,” etc. All users in these functional roles will obtain all permissions of the organizational role.

   This step is optional.

   Note. Alternatively, you can connect a functional role to an organizational role on the functional role page. Read more: Connect functional and organizational roles.

6. Click → Update roles for changes to take effect (Fig. 1).

   Fig. 1 Adding an organizational role

   

As a result, a new organizational role will be added to Creatio. It will automatically obtain the same access permissions as its parent organizational role.

Add a management role 

Set up special access permissions for management staff by adding a management role to an organizational role. The management role exists as a standalone organizational role in Creatio and may have its own access permissions, but it is not visible in the list of organizational roles.

Management role inherits the subordinate role's access permissions automatically.

To add a management role:

1. Click → Organizational roles.

2. Select the corresponding organization and/or division to assign a management role in the list of organizational roles. For example, to assign a manager to the HR Department, select the “HR Department” role.

3. Select the Management role exists checkbox on the Managers tab.

4. Specify the name of the management role (Fig. 2) in the Management role field.

   Fig. 2 Creating a management role for the “HR Department” organizational role

   

5. Take the following steps on the Managers tab:

   1. Click and select Add existing to add an existing user. Select the corresponding user in the pop-up box (Fig. 3).

   2. Click and select Add new to add a new user assigned to this role. You will need to fill out the new user page.

      Fig. 3 Adding users to the “HR Department” management role

      

As a result, the management role will be added to the organizational role. The users that have the management role will obtain all access permissions of the role, including permissions inherited from the subordinate role (e. g., “HR Department”).

Add users to an organizational role 

You can create a list of users in an organizational role in any of the following ways:

• add an existing user (selecting a user from the list)

• add a new user via a new user page

• import LDAP users

All users added to the organizational role will inherit any access permissions configured for it.

To add users to an organizational role:

1. Click → Organizational roles.

2. Select the corresponding organization and/or division in the list of functional roles represented as a folder tree.

3. Take the following steps on the Users tab:

   1. Click and select Add existing to add an existing user. Select the corresponding user in the pop-up box (Fig. 4).

   2. Click and select Add new to add a new user assigned to this role (you will need to populate the new user page).

      Fig. 4 Adding existing users to an organizational role

      

As a result, selected users will be added to the organizational role. The users will inherit any access permissions configured for the organizational role.