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.
- Procedure
- From the Version dropdown, select the version number of the desired organization model.
- From Organizations, drill down to locate the desired resources or organizational entities.
- 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. Click
at 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
at 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 the Selected users list by selecting
to the right of the name.
- To select resources, select the organizational entity to which the resource is mapped, then either click