Adding Persons to a Company

Organization Managers can add users who are not employees to the company, defining the roles the user performs for the company. This provides security on objects based on a role within a specific company.

For example, Jackie is defined as a Design Engineer and has access to edit attributes on a part. But the Design Responsibility for the part belongs to XYZ Corp. To have access to edit attributes on the part, Jackie must be defined as a Design Engineer within XYZ Corp. When Jackie searches for parts, only those parts with Design Responsibility assigned to XYZ Corp. will be returned in the search results.

Before you begin:
  • Log in as a user with the role of Organization Manager.
  • View the list of People for the company, subsidiary, business unit, department, or plant. See People Page.

  1. From the page toolar, click Add Existing. The Search page opens.

  2. Enter criteria for searching. See Searching Using the Wizard.

  3. Click Find. The Select People (Search Results) page opens.

  4. Check the people you want to add.

  5. Click Next. The Specify Organizational Roles page opens.



    The Organizational Roles column lists all the roles assigned to the person.

  6. Check the roles you want to assign to this person for the specific company, subsidiary, business unit, department, or plant. The All Roles check box selects all roles listed for the person.

  7. Click Done.