Organizations tab of the person page

In the Management Portal at People, use the Organizations tab on the person page to classify this person in the organization.

A classification specifies the relationship of a person with the organization, and determines to which services he qualifies. People can have multiple classifications: for example, you can classify them in the department Finance AND the role Payroll Specialist.

The classifications of a person can also be determined by:



Explanation and Tips

Add organization

Add organizational context items to the classifications. If people are classified in multiple organizational context items, all items apply. For example, if someone is classified in the items HR department and Managers, this person is seen as a Manager in the HR Department.

  • If you change the classifications of a person, the service qualifications may also change. This may result in automatic delivery or return.

Insert OR

Create different sets of criteria. This is useful if people have multiple roles or frequently work from a different location, and certain services only apply to a specific role or location.

  • Click the arrows to change the order of items.
See also

Was this article useful?    

The topic was:



Not what I expected