Configure organizational context

In the Management Portal at Organization, manage the structure of your organization. An organization can be structured in many ways, for example in locations, roles and departments. You can use this structure to determine which users are authorized to connect to the environment and which services are available for them.

Configuration

Field

Explanation and Tips

Properties tab

Specify the general properties of the organizational context item.

  • In the Parent Organization field, specify the parent item.
    • If you change the parent, the service qualifications of people may also change. This may result in automatic delivery or return.
    • If you change the parent and it contains Organizational Attributes:
      • If it keeps the same parent on top level, it retains its Organizational Attribute values (e.g. if you move Senior from Roles\Manager\Senior to Roles\Vice-President\Senior).
      • If it gets a different parent on top level, it inherits its Organizational Attributes and values have to be redefined (e.g. if you move Manager from Roles\Manager to Locations\New York\Manager).
  • If you added items by synchronizing external data:
    • The data connection field shows the name of the data connection that was used.
    • The Organizational Context Key field shows the key that was used (if applicable).
  • Select Hide in the end user's profile to hide the item in the Web Portal and the Delegated Administration panel if the user classifies for it. For example, this allows you to hide security sensitive information like security groups from the user profile.
    • This overrules the setting in any descendant items.
    • This does not affect service classifications.

Attributes tab

Specify custom values for the Organizational Attributes. An Organizational Attribute stores organizational information, like distribution lists or security levels. You can use them to provide values in workflow actions.

  • You can only specify custom values for existing attributes. You can add new attributes at Data Model > Organizational Attributes.
  • Values are limited to 2000 characters.
  • Click Inherit to let the item inherit the value from a parent. This makes it easier to specify attribute values that are shared on different levels within the organization. For example, in an organization with multiple locations, every department at a specific location probably has the same street address. This address needs to be stored as an Organizational Attribute on each organizational context item. Instead of specifying the same street address for each department, you can specify it on location level, and let the departments inherit this value. Inherited values are shown as read-only.

People tab

View or change which persons are classified in the organizational context item.

  • You can classify persons:
    • Manually
    • By synchronizing external data.
    • With a Set Organizational Context action.
  • The number of people who are shown is limited to 100 persons.
See also

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