Organization roles define the responsibilities of individuals within an organization. Create roles at different hierarchical levels and assign them to users. You can assign multiple users to a role. However, you cannot associate multiple users with the Reporting Manager and Department Head roles.
Role Required: SDAdmin
Quick Links
Go to Setup > Instance Configurations > Organization Roles.
Hover over the required level and click 
.
Provide a unique role name.
The Field Key value is auto-generated based on the role name. You can modify it, if required.
Briefly describe the purpose and usage of the role.
Enable Associate Multiple Users to assign multiple users to the role. This is not applicable for the Reporting Manager role in the User Level and the Department Head role in the Department Level.
Click Save.
Assign organizational level roles to requesters or technicians. For other levels like Region, Site, Department, Group, and User, you can assign users and their relevant entities.
Go to the required role.
Click Associate User.
Select the required users from the drop-down. For levels other than organization levels, select the relevant entities such as regions, sites, departments, groups, or users.
Click Associate.
On the list view, hover over the required role and click the Actions icon.
Select Edit or Delete.
Go to the required role.
Use the search box on the top-right to perform a search based on associated users or entities.
Click the required organization role. Users associated with the role will be displayed in cards.
Click the Actions icon on the top-right of the required user card and select the required option.
Manage Regions/Sites/Departments/Groups/Users
Transfer Ownership
Dissociate Role
