- New Organization Designer user interface -

You need to enable access to positions for the user roles who need it. This access is controlled by both role features and access authorizations, which are configured in System Admin > Roles:

  • Users who need to submit position changes for approval must have the Organization Designer > Positions role feature enabled.
  • Users who need to submit changes also need the access authorizations to create, read, update, and delete positions, depending on the types of changes they’re allowed to submit.
  • Approvers who approve changes only to positions under their own in the hierarchy need to have access to the manager view.
  • Approvers who approve positions that aren't under their own in the hierarchy need to have access to both the manager view and the administrator view.

To enable access to positions:

  1. Go to System Admin > Roles, and click the Features tab.
  2. Select the role that you want to add access for.
  3. Select the checkbox for the Organization Designer > Positions role feature. This provides access to the Positions screen.
  4. Select the checkbox for the Organization Designer > Position Workflow Approval feature to provide access to the workflow forms so that the person can use the edit modes. Don’t change the selections here for any of the workflow forms listed under this feature. Configure access to the forms in Workflow Administration > Role Privileges.
  5. Click the Authorizations tab.
  6. Find the Position Management - Positions - Manager View authorization and select the Can Create, Can Read, Can Update, and Can Delete checkboxes, as needed.
  7. For administrators who need to approve positions that aren’t under their own in the position hierarchy, select the appropriate checkboxes for the Position Management - Positions - Administrator View authorization.
  8. Click Save.