Work with the Organization Structure

In the module Authorization Management Pro authorizations are assigned to employees based on the organization structure. To enter the organization structure in the module Authorization Management Pro you have to define the following:

1. Open the window Organization Dimensionsselecting menu Departments - Compliance - Security - Authorization Management Pro - Organization Structure - Organization Dimensions. Here you can enter the Organization Dimensions. Choose the classification to describe your organization.For example departments and functions.

2. Open the window Organization Dim. Combinationsby selecting menu Departments - Compliance - Security - Authorization Management Pro - Organization Structure - Organization Dimensions Combinationsto enter the allowed child of a parent.

After defining the dimensions and the allowed combinations you can enter the organization structure.

Open the window Organization Structure by selecting menu Departments - Compliance - Security - Authorization Management Pro - Organization Structure - Organization Structure. Use the arrow-buttons on the window to indent or move the lines.

Authorizations are granted based on selecting the appropriate organization dimension value (e.g. function) for the employee. You can assign authorization actions to organization dimension values.

1. Open the window Organization Dim. Value by selecting menu Departments - Compliance - Security - Authorization Management Pro - Organization Structure - Organization Structure.

2. Select the line and open the card by (Related Information, Dimension, Dimension Value Card).

3. In the sub window of the window Organization Dim. Value you can select the actions to be performed.

4. Select the type of action. There are 3 types of actions:

• Template: authorization template or master authorization template (as defined in Authorization Actions).
• Batch: batch action (see Authorization Actions).
• Organizational Role(formerly user profiles):grouped permission sets (formerly user roles) as defined in the 2-Controlware module Authorization Management (see Organizational Roles).

To enter a comment-line for readability leave the type blank.

5. You can define the action at the following moments:

• Execute for Starting Date
• Execute for Ending Date
• Modify Record(s): check this field to modify the existing record at ending date.Otherwise the record will be deleted.
• Execute for Replacement
• Modify Replacement Record(s): check this field to modify the existing record at ending date of the replacement.Otherwise the record will be deleted.

6. In the header of the organization dimension value you can optionally select a default company or company group to limit the execution of the templates and profiles to those companies. The company(group) can always be changed at the authorization request lines.

7. The option Copy Menu From User ID allows you to copy the Navigation Pane of a certain key user in the Classic client.