Directory Setup

Click Organization menu in Automate Operation main menu.

Select Roles, check relevant roles from the role template and add to My Role.

These roles will show in the organization directory.
Select Directory, this will show sub menus

  • 1) Organization Directory
  • 2) Default Menu

    • Select Organization Directory, under organization chart, can create or update Department, Role, Position, Employee and Location. Also Import Bulk Data used to upload data for department, Location and so on.

      Select View Role, click edit button for the relevant role and select Module and associated features and scenarios.

      Select check box for Task and permissions required for the scenarios.

      Click update to complete the setup.
      Default Menu –