OrgChart Now Help Guide

Table of Contents

Automatic Role Assignment Example

Audience:

Audience: Administrator Users Edition: Enterprise & Premium

Overview

OrgChart Now allows administrators to define conditions for assigning Access Groups to users upon login. Rather than manually setting each user's Access Group and Role in the Manage Users panel, Access Groups will be assigned based on selected field values.

Note

Note: It is possible to override Automatic Role Assignment for specific employees who meet the conditions for a particular Access Group, but should not be in that group. See the Overriding an Automatic Role Assignment section below for more information.

Configuring Automatic Role Assignment

Overriding an Automatic Role Assignment