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Role definition - Details

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On this page, you can assign a user to an approval role or change or delete an existing role assignment.

Please note in this regard: Roles are company-independent, only their assignment depends on the configured company. As with responsibilities, if your entire group of companies should be assigned to the role, you should configure it for the highest company in the hierarchy.
But: In turn, assignment to the role is independent of the specified company. This means, for example, that a role for a subsidiary does not necessarily have to be filled by an employee of the subsidiary. It can also be filled by an employee of the super company.

Option

Meaning

Role

Name of the approval role.

User

Name of the user that you want to assign to the role. Enter or search for the name of the user.

You can only assign users belonging to the companies for which you are company administrator and their subsidiary companies.

Company

Name of the company to which this role applies. Enter or search for the name of the company.

You can only assign companies for which you are company administrator or their subsidiary companies.

See also

Defining approval rules and roles

Creating and editing users