You can assign roles to organizations so that they are automatically applied to any member of that organization. For example, you could assign a role called “manager” to Organization X as an auto-applied role. Any users you assign to Organization X automatically inherit the manager role.

The following image shows the Auto-Applied Roles tab with some sample data. The roles admin, supervisor, and approver will be automatically assigned to any user who is a member of this organization (either through direct membership or by inheritance).

To assign a role to this organization so that it will be automatically applied to members, click Add Existing and select the role you want. Then click Save.

You can use both global and organizational roles as auto-assigned roles. You can assign any global role to an organization. However, any organizational role you want to use must be available to the organization to which you want to assign it, either directly or through inheritance.

To change the assignment, click the Edit icon and choose a different role. Clicking the Delete icon removes the role from this organization.

Note: The name of any role you assign here is a link. Clicking it allows you to edit the properties of the given role. Bear in mind that editing a role here is the same as editing it through the roles interface, so any changes you make will apply wherever this role is used.

 
loading table of contents...