The [Organizational roles] page
The page contains the organizational structure tree of the company, which consists of organizational roles and information about the selected organizational role.
Note
Each organizational role is an element in a tree-like structure of roles, where each element is an organization or a department.
Note
The name of an organizational role must be unique. If you try to save an organizational role with a duplicate name, bpm’online will notify that a role under such name already exists in the system. If you have equal organizational roles, e.g., equal departments in different divisions, we recommend naming these roles as “Department/Division”.
The [Users] tab
The tab contains the controls for establishing the connection between the organizational structure elements and LDAP. The tab also displays the list of user accounts that are included in the selected structure element.
Select the [Synchronize with LDAP] checkbox to synchronize the element of organizational structure with an LDAP directory element (for example, with a group of Active Directory users).
[LDAP element] – the element that will be synchronized with the element of organizational structure.
Users
The [Users] detail contains the list of users of the selected organizational structure element. On the detail, you can:
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add a new user by filling in the user page;
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add an existing user by selecting it from the users list;
Attention!
You can import LDAP users only if the LDAP user integration has been set up.
The [Managers] tab
The tab displays the name of the role that the managers of the selected structure element have. The tab also displays the list of included employees.
Managers of companies/divisions, in addition to their own access rights, automatically receive all access rights provided to their organizational structure elements, all subordinate elements and users.
Managers
The [Managers] detail displays the list of users who are the managers of the selected element of the organizational structure. On the detail, you can:
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add a new user by filling in the user page;
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add an existing user by selecting it from the users list;
Note
If an organizational structure element does not have a group of managers, the options on the tab will be unavailable.
The tab displays the list of functional roles of users connected to the organizational structure element and the list of functional roles of managers.
Note
If an organizational structure element does not have a group of managers, the list of managers' functional roles will be unavailable.
The [Access rules] tab
The tab contains the range of IP addresses that the organizational structure element and its managers are allowed to use to access the system.
Attention
To set up IP-based access rules, edit the web.config file and activate the useIPRestriction parameter: useIPRestriction="true". Bpm’online cloud users are advised to contact technical support to activate this parameter.
In the [Operation permissions] section of the System Designer, open the [Ignore access check by IP address] operation and add users or user groups to the [Operation permission] detail. Clear the [Access level] checkbox for all users and user groups who are required to use IP-based access rules.
In this section you can set a session timeout for specific organization role. For example, when using competitive licenses, sessions can have a short session timeout for most users, while certain user groups still have longer timeout limits (Fig. 1).
Fig. 1 Setting timeout for the “1st line of support” organizational role
See also
Video tutorials
