Organization diagram

To import users from the repository, see topic Repository users and usergroups.

To import groups from the repository, see topic Repository users and usergroups.

To import users from the active directory, see topic LDAP import.

To import groups from the active directory, see topic LDAP import.

To assign roles to Organisation elements, see topic Assigning roles.

A Human Resource represents a person in general. You may specify its name, email address, phone etc.

In order to add a Human Resource move the mouse over an existing item and click on one of the appearing arrows. The arrow indicates the direction, where the new resource will be inserted.

To edit Resource Properties, select the requested resource and adjust the requested settings in the Properties Area.

In order to import users already defined in the repository select the root resource in your organization diagram where to subordinate the new repository users. Then click on the Import Users button of the repository group. You may select one or more users from a list of available users. The displayed users can be filtered by their names. Click OK to append the users.

In order to import groups already defined in the repository select the root resource in your organization diagram where to subordinate the new repository groups. Then click on the Import Groups button of the repository group. You may select one or more groups from a list of available groups. The displayed groups can be filtered by their names. Click OK to append the groups and their containing users.

In order to import users out of your active directory, select the root resource in your organization diagram where to subordinate the new users. Then click on the Import Users button of the LDAP group. You may select one or more users from a list of available users. The displayed users can be filtered by their names. Click OK to append the users.

In order to import groups out of your active directory, select the root resource in your organization diagram where to subordinate the new groups. Then click on the Import Groups button of the LDAP group. You may select one or more groups from a list of available groups. The displayed groups can be filtered by their names. Click OK to append the groups and their containing users.

To assign roles to users select the organization diagram. The Organisation Context Tab will appear from which you may select the following feature:

In order to assign roles to structure members of your organization diagram, select the resource where to assign a role. Then click on the Assign Roles button of the Workflow group. In the appearing Assign Roles dialog, you may add or remove one or more roles from the selected element.

If you wish to specify, that not only the selected diagram element but also all subordinates of the selected element will be included in the role, ensure that the Publish switch is checked.

The roles already inherited by the selected element are shown in the lower part of the dialog.

To add a role, press the Add Button. In the Add Role dialog select a role from the list of available roles.

If the desired role does not exist you may either select <new> from the list of available roles or click on Import Roles to import role definitions from other diagrams.
If you click on <new>, you may define a new role which consists of a name, a short description and a keyword.
The keyword is a value that can be set additionally. It can e.g. be used as an identifier by an external program.

To edit a role, double-click on the role to be changed. In the dialog that opens, you can now edit the description and the keyword of the selected role.

To remove a role from the selected element, select the role to remove and press the Remove button.