Creating and Configuring a Functional Role

The Manage Functional and Hierarchical Roles user type permission is required.

Configuration > Functional Roles

1. Click Create.
2. Enter a code and a name.
3. Optional: Enter a description.
4. Select a default assignee.
   Each functional role must have a single default user. When requesting an approval, if no other users are selected for the role, the default assignee will be called upon for an approval using this role.
5. Click Save.
6. Select other assignees and associate them to an Organization-Location-Job Field structure.
   1. Click Create next to Assignees.
   2. Click Search.
   3. Select a user.
   4. Click Select.
   5. Click Save.
   6. Click Add next to Location, Organization and/or Job Field.

The new role appears in the Functional Roles list.