Administration > Security > Operators > Organogram

Organogram

You use this program to view and manipulate the hierarchy of roles for your organization.

The program provides a visual representation of the role hierarchy. It is not part of the security model (i.e. there is no inheritance of permissions, etc.), and is purely used for documentary purposes.

Role Organogram

Toolbar options

Field Description
Save Saves the details you entered or changed.
Save and Close Saves the details you entered or changed and closes the window.
Notepad Loads the Admin Notepad Editor (Rich Text) program to assign free format text to the currently highlighted role.

Available Roles

This pane displays the roles not yet added to the organogram.

Field Description
Assign Selected Adds the currently highlighted role(s) to the organogram.

You can use the CTRL and SHIFT keys together with your mouse pointer to highlight the items you want to assign. The items are added to the bottom of the organogram. You use the arrow icons to reposition each role on the organogram.
Assign All Add all the roles from the Available Roles pane to the Role Organogram pane.
Role description Indicates the description assigned to the role (see Roles)

Role Organogram

This pane displays an organogram of your organization in a tree view format.

Field Description
Remove Selected Removes the currently highlighted role(s) from the organogram and positions then in the Available Roles pane.

You can use the CTRL and SHIFT keys together with your mouse pointer to selectively highlight the items you want to remove.

Remove All Removes all the roles from the organogram and positions them in the Available Roles pane.
Up/Down icon Moves the currently highlighted role up or down one line in the organogram.
Left arrow/Right arrow Moves the currently highlighted role(s) up or down to the next indent level of the organogram.

Multiple lines can be moved at a time provided they are adjacent to each other.

Notes and warnings

Program access

  • This program can be accessed from the Roles pane of the Operators program as well as the Operator Role Import Wizard and Operator Role Export Wizard programs.