Specify the Users

The Users screen in the Create new view wizard is used to optionally specify the users who will have access to the work view. You can choose specific users (resources), or organization units, positions, or groups (in which case, users mapped to those organizational entities will have access to the view).

See Work View Permissions for more information.

Note: If you click Next without specifying any users, no users are defined.

Note: Each user must have the correct View Work List system action. If any users do not have this permission, the view is not created. A list of users that do not have the required permissions are shown when attempting to complete the page.

1. From the Version drop-down list, select the version number of the desired organization model.
2. From Organizations, drill down to locate the desired resources or organizational entities.
3. Choose the resources or organizational entities whose resources are to be users of the work view.
   • To select resources, select the organizational entity to which the resource is mapped, then either click to the right of the resource name in the Resources list, or select the resource in the Resources list then click on the bottom of the Selected users list.
   • To select organizational entities, select the organizational entity in the Organizations list, then either click to the right of the organizational entity name, or click on the bottom of the Selected users list.

     If you choose an organization or organization unit, all positions that are subordinate to that organizational entity are moved to the Selected users list.

   If you decide that you no longer want a resource or organization entity to be a user of this work view, you can remove them from Selected users list by selecting to the right of the name.