Associating users with organizations

After setting up new system users, associate them with specific organizations and add their roles in the organizations.

  1. Select Administration > Security > User Setup.
  2. Select the user with whom to associate the organization, and then click the Organizations tab.
  3. Click Add Organization.
  4. Specify this Organization Details information:
    Organization
    Specify the organization to associate with the user. The Common check box is automatically selected if the organization is a common organization.
    User Group
    Specify the user's assigned user group.
    Role
    Specify the user's role in this organization. If this user has more than one role in this organization, create a record for each role in the organization for the user.
    Note: The ROLESECU install parameter must be turned ON to assign a role to the user for this organization.
  5. Optionally, select the Default check box to indicate this organization is the default organization for this user. The default organization is automatically shown when the user logs in to EAM and on most forms that have an Organization lookup.
    Note: A user can have only one default organization.
  6. Click Submit.
Parent topic: Managing users
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