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You can also add or edit permissions by editing an OU. You must be a superuser or an Assessment Manager or IT Staff in an OU to perform this action.

  1. Navigate to the orgs module Settings page and click “manage orgs.”

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    the Organizational Units link.

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  2. To add an individual to an OU, click the edit button (which looks like a pencil) next to the OU in the table.

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  3. From here, you can edit the name, code and parent of an OU. You can also view where it fits into the organizational hierarchy. To add a person to the OU, click the “add permission” buttonPermissions link.

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  4. Click the + sign to add a new permission. Start typing in the search box to find the person, then choose the desired role from the drop-down list. You can add as many permissions as needed, then click “add.”

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    Save. (Note that each individual person may be assigned more than one role in an OU.)

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  5. To remove a permission from the OU, on the edit page for that OU, just click the X button trash can icon next to the permission you want to remove, then click “delete” in the confirmation dialog that pops upSave.

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  6. You can upload multiple permissions using a CSV file. On the manage orgs Organizational Units section of the Settings page, next to the upload CSV button is a button that lets you upload permissions.

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  7. Use a CSV file where each line consists of a role (Organization Unit Head, Assessment Manager, IT Staff, or User), the OU code, and the username of the person to be added to the OU.

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    See also: CSV Upload Reference Information